Case Study: The Outsider streamlines client document handling with SuiteFiles

The Outsider - Customer Case Study

The Outsider, a new practice in the accounting sector, faced the challenge of establishing its business in just three weeks and required an intuitive cloud-based document management system to streamline workflows. They needed to eliminate inefficiencies like double-handling client documents and integrate seamlessly with Xero Practice Manager (XPM). To solve this, they partnered with the vendor SuiteFiles for its document management solution.

By implementing SuiteFiles, the solution provided seamless integration with XPM, automated client folder creation, and enabled real-time collaboration. The SuiteFiles platform dramatically improved efficiency, saving the team an estimated two weeks per month on recurring communications and eliminating the need to switch between different software applications.

The Outsider

Alison Hogg

The Outsider