SuiteFiles & Xero

The easiest way to manage your client documents

Streamline your work through great file and email management

Your accounting or bookkeeping practice runs on two things – clients and files. Seamlessly bring the two together and improve your workflows by connecting SuiteFiles and Xero or Xero Practice Manager.

Improved Workflows

Save time and gain peace of mind when you work with SuiteFiles and Xero Practice Manager. Upload documents against a client folder in either system and they will automagically sync across both platforms.

Document generation

Minimise time-consuming tasks by creating templates for common documents or emails. Make them instantly available to colleagues and prepopulate them with client data from Xero Practice Manager or Xero.

Work with Office

Access any Microsoft Office document – Word, Excel, PowerPoint, OneNote – and edit them online through SuiteFiles or in desktop Office. Use SuiteFiles Outlook to easily manage your emails and client files straight from your inbox.

Screenshot example of co-authoring a word document online

What is SuiteFiles?

SuiteFiles is one integrated cloud system for all your business files.

One place for all your documents
SuiteFiles acts as the ‘one source of truth’ for your business. Improve governance and ensure that you’re always working with the right file.
Clients are at the core of SuiteFiles – easily access client folders and info through integrations with Xero Practice Manager.
Easy email management
Manage your emails and files together through our Outlook plugin. Drag/drop emails straight into a client folder or attach documents from SuiteFiles with ease.
Integrated with Office 365
Enjoy seamless integration with Microsoft Office, enterprise-grade cloud security features and guaranteed up-time for your business.
Better collaboration and sharing
Collaborate with your team and edit a document together in real-time, reducing the need for endless emails and attachments.
Screenshot of SuiteFiles sharing interface

What is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses.

Xero Practice Manager is powerful client management software – connect to your clients, manage your information and work on the go.

Work from anywhere
It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile
Real-time overview
Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
Easy team collaboration
Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
All-round business solution
Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.
Find out more or try Xero Accounting Software for free.
Screenshot example of co-authoring a word document online

How to connect SuiteFiles & Xero

Once you have SuiteFiles, it’s a simple process to connect it to Xero or Xero Practice Manager. You can even try the integration during a SuiteFiles trial!

Find step-by-step instructions in our Help Center

Start your 30 day free trial

Try SuiteFiles and Xero for yourself. No commitments or nasty surprises. Just super easy client document management.