The Problem: Documents at an accounting firm were not housed in one central location.

The impact of which was lost productivity as information was located (if it even could be).

Possible Solutions:

Option 1 – File Server 

Low cost but very low automation and efficiency. Recent developments have vastly improved searchability within file server environments, but this is too limited for you

Option 2 – Office 365

Scalable, high degree of efficiency, low cost and outstanding collaboration tools. Works from any device and from any location.

Option 3 – Suitefiles

Scalable, high degree of efficiency, low cost and outstanding collaboration tools. Works from any device and from any location. Specific to the Accounting industry.

Our Recommendation

SuiteFiles

was built with small-medium businesses, especially accountants and bookkeepers, in mind. 

Clients say that using Suite Files saves them hours of time each week and improves their document processes and client communications through features valuable to small businesses, including:

  • One source of truth
  • Collaboration
  • Digital Signatures
  • Integration with Xero

It will deliver everything you need from a DMS and, as you already use Office 365, will work out of the box for you.

Clients say that using Suite Files saves them hours of time each week and improves their document processes and client communications

Testimonials

"One of Ant's strengths is relating to owners in a visionary sense and talking to people who are on the ground...[Ant has a] wide understanding of different systems, processes and applications and can articulate where we're going and what the possibilities are...working with Ant has changed the way we make decisions about IT structures and support systems."

Felicity Hopkins, Director - Research Review

We hired Ant to support us with an important project after he was highly recommended by colleagues. Ant was responsive, speedy, super-helpful and helped us to make key decisions. We appreciated his broad experience, and his ability to hold a high level strategic view alongside expert advice on details. We will definitely be consulting with Ant again and are happy to recommend him.

Gaynor Parkin, CEO at Umbrella Wellbring

"We don’t need a full-time CTO [chief technology officer]. Ant knows enough about our business he can deliver it virtually. He can translate things for us. During project management, Ant came into his own... Ant gets his head round your business and [took his time] understanding our context. He was really clear about pausing on investment into the app...Ant's inquisitive, curious and approachable - he's very easy to work with."

Gus McIntosh, Chief Executive - Winsborough

"Ant was really quick to understand the business model and our processes and IT structures."

James Armstrong, Director - MediData

"Ant helped us at the early stages of Aerotruth helping us to plan our technical infrastructure and ensure we built a product that would scale. Ant was great to work with and we really valued his support and contribution to Aerotruth"

Bryce Currie, Co-Founder & Chief Commercial Officer - Aerotruth