SuiteFiles & WorkflowMax

The easiest way to manage your client documents

Never miss a beat when it comes to your clients

Seamlessly bring your client data and files together by connecting SuiteFiles and WorkflowMax.

Improved workflows

Save time and gain peace of mind when you work with SuiteFiles and WorkflowMax. 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 WorkflowMax.

Work with Office

Access any Microsoft Office documents – 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 WorkflowMax.
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
Built on Office 365, businesses get seamless integration with Microsoft Office programs like Word.
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 WorkflowMax?

WorkflowMax is a Xero owned product and provides a single platform for all your job, time and invoice management needs. It seamlessly integrates with Xero accounting software and SuiteFiles.

Easy job management
Assign jobs, track timelines, and receive notifications when projects are running late.
Flexible time tracking
Simple and requiring the least effort from your staff.
Streamlined invoicing
Invoice-based on hourly or flat-rate, brand your invoices, and save time with bulk invoicing.
Lead Manager (CRM)
Track your leads, sales pipeline, and proposals in one place.
Actionable reporting
Figure out the profit margin on each job, and so much more.
Find out more or try WorkflowMax for free.

SuiteFiles has revolutionized our client document management.

Anne Pottinger, Practice Manager @ Succession Plus
Screenshot example of co-authoring a word document online

How to connect SuiteFiles & WorkflowMax

Sign into WorkflowMax and navigate to ‘Document Management’ under ‘General Settings.’ Click Enable next to SuiteFiles.

Find step-by-step instructions in our Help Centre

Start your 30 day free trial

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

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