Used By Accountants

Focus on your clients, not your file management

Accountants love easy file management with SuiteFiles

Simple to set up and easy to use, SuiteFiles takes care of the boring side of managing your files, leaving you free to concentrate on your clients. Efficiently manage all your practice's business data - including files, emails and client folders - from one place in the cloud. Access your files on the go and work whenever and wherever you need to.

Easy email management

Organise your inbox, file emails with client records, and save time in your communications. SuiteFiles brings your files and emails together, making it incredibly simple to complete your work in Outlook.

Seamless Xero integration

Get smart, two-way integration with beautiful accounting software, Xero and Xero Practice Manager. Prepopulate templates with client data and enjoy access to other sweet business tools, like Microsoft Office.

Simple compliance and security

Keep your business safe from human error and mishaps with great built-in security and backup features. Have confidence that your data is always retrievable and have complete governance over your files and backups.

Features designed to save you time

When it comes to file management, SuiteFiles is the tool for accounting practices and bookkeepers.

Intuitive file management

SuiteFiles looks like file systems you're familiar with, making it easy to learn and quick to master. With an intuitive user interface and drag and drop functions, SuiteFiles is a breeze to use, even for less technical users.

Advanced search

Find exactly what you're looking for with SuiteFiles search and our great filter options. Look across all your content in SuiteFiles, including saved emails and attachment names.

Work with Office

Access all your favourite Microsoft Office programs - Word, Excel, PowerPoint, OneNote - and edit documents online through SuiteFiles or through desktop Office.

Share and collaborate

Quickly share documents with other staff working on the same project. Multiple parties can collaborate on a document in real time, reducing the need for endless emails and attachments.

Scan to SuiteFiles

Get your paper files into the cloud quickly and painlessly by scanning them straight into SuiteFiles and file them away with just a few clicks. Never forget a document in your drawer again.

Document generation

Minimise time-consuming manual tasks by creating templates for common documents. Make them instantly available to your colleagues, and easily prepopulate them with client data from tools like Xero Practice Manager.

Photo of TaxAssist team standing outside the Bingley office

“Our team loves SuiteFiles because of the Xero Practice Manager and Outlook integration, ease of use and search, the accessibility in the cloud, and the proactive and supportive team!”

Dave Forrester
Owner @ TaxAssist Accountants franchise in Keighley, Ilkley and Bingley, UK

What's Stopping You?

We understand that switching your file management system can be tricky. We can help you understand your options, migrate your files, and set up a system that will help you securely manage your files and emails. Take SuiteFiles for a test drive and tell us what you think.

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