Add-Ons

SuiteFiles and the tools you love, united.

SuiteFiles Chrome Extension

Integration functionality

Installing this Chrome extension provides additional integration functionality between Xero Practice Manager and SuiteFiles in a Chrome web browser, including client folder creation prompts in XPM, archiving a client and client folder, etc.

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Xero

Accounting Integration

Xero in on your finances using beautiful accounting software from Xero. Pull data from Xero to prepopulate email and document templates in SuiteFiles.

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Xero Practice Manager

CRM Integration

Powerful practice management software that delivers a live, transparent, and connected view of what's important to you and your business. Sync your contact data and documents with SuiteFiles and use that information to prepopulate your saved templates.

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SuiteBackups

Backups

Protect your business documents through daily backups and easy restore options. Simple and quick to use, you'll never be stuck waiting for that support ticket to go through. Comes with our Full Suite and Pro subscription plans, or can be used standalone to backup any SharePoint Online site.

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WorkflowMax

CRM Integration

Sync your contacts and documents with ease through this two-way integration between WorkflowMax and SuiteFiles. Ensure that your client folders are always up-to-date and pull client data straight from WFM to prepopulate email or document templates.

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Microsoft Dynamics

CRM Integration

Store client contact information in Dynamics CRM and use it to prepopulate your templates in SuiteFiles.

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Xero HQ

Accounting Integration

The hub for your accounting practice, bringing together all of your clients, tasks and notifications in one place.

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