Microsoft Office integration with Practice Manager
From today, accountants and bookkeepers can use the Microsoft Office 365 document management solution (SharePoint) and Practice Manager together seamlessly. The integration by The Full Suite gives our Partners commoditized, cloud-based document management on the Microsoft platform they’re used to.
The integration with Office 365 and Sharepoint is achieved using The Full Suite’s SuiteFiles web application. SuiteFiles lets documents created in Office 365 automatically include client information from Xero Practice Manager saving accountants hours per week and ensuring documents are more accurate. Client documents such as contracts, images and spreadsheets relevant to a project or job can be accessed directly from SuiteFiles.
This two-way integration between Office 365 and Practice Manager adds to the existing integrations with Box, Dropbox and Google Drive.
Today’s launch of SuiteFiles is the first in a number of steps towards creating a closer relationship between full-blown document management and Practice Manager. Future steps include integration with our recent Files feature to share access to documents clients may have attached in Xero, as well introducing a content platform that provides access to compliance and business process content providers.
Migrating documents to the cloud has historically been a hurdle but The Full Suite have thought of that too with their appropriately named migration tool – SuiteMoves. One of the beta group migrations for SuiteMoves took a practice with 80,000 documents on their file server and moved it to the cloud in 16 hours with only 8 files requiring manual intervention. That’s pretty cool – with two clicks on a Friday, you could start work in the cloud on Monday and throw the file server out the window.
Migrating your entire practice into the cloud is a considered decision. Our Sales and Enablement Teams have years of experience in best practice migration and change management processes, so get in touch with your Account Manager to talk through the right approach for your firm.