The Power of One Source of Truth
When client information is scattered across platforms, managing it all can feel like an endless…
Riley MalinsNovember 21, 2024
Folder structures for this financial year
Looking to update your client folder structure this financial year? We've got ideas from our…
Julian GaylorSeptember 7, 2023
How to create successful file naming conventions
Raise your hand if you have a messy and difficult to navigate file system? Standardising…
Riley MalinsSeptember 6, 2023
4 Document Security Tips for Protecting Your Clients’ Information
Defending your practice from cybercriminals is a 24/7 job that requires stringent security measures and…
Riley MalinsMay 19, 2023
Working Smarter Not Harder – 4 Immediate Benefits of an Accounting Firm’s Document Management System
Working Smarter Not Harder – 4 Immediate Benefits of an Accounting Firm’s Document Management System
The battle for great talent. Making the most of limited resources. Preventing burnout. There’s a…
Julian GaylorMay 16, 2023
SharePoint or SuiteFiles?
In the world of document management, it’s hard to look past the giant that is…
Riley MalinsApril 18, 2023
Document storage vs. Document management: Which is right for your business?
It’s no secret that businesses are losing time with the way they handle documents. A…
Riley MalinsMarch 24, 2023
Document retention best practices: how to organize and maintain your documents
Organizing and properly filing documents are fairly mundane tasks that carry a huge weight. If…
Riley MalinsFebruary 28, 2023
Top folder structures
If you can’t efficiently navigate a sea of files, you risk getting lost amongst them…
Riley MalinsFebruary 8, 2023
