SuiteFiles + Xero

Simplify how you manage your client documents in the cloud

Try SuiteFiles freeTry Xero free

effortlessly brings together your clients and your files

Documents and client information are two core parts of any accounting business. SuiteFiles works with Xero and Xero Practice Manager to make managing the two incredibly simple. See how this integration can help your business work more efficiently from Day One.

Improve workflows

Push your client documents in Xero Practice Manager to SuiteFiles, saving you time and effort when managing your files.

Document Generation

Generate documents and emails with prepopulated fields, and fill them with client data from Xero and Xero Practice Manager.

Better email management

Liberate your email – Keep track of client communication with ease by filing emails and attachments straight into SuiteFiles.

Secure governance

Get great oversight across your file system with enterprise-grade security and backup features. Have peace of mind that your files are safe in the cloud.

Work with Office

Open and edit any Microsoft Office document through SuiteFiles or edit them in the desktop program. All changes saved back to the cloud.

All your files in one place

Ensure you’re always working with the latest files and information. Manage all your documents, emails, templates + more through SuiteFiles.

Screenshot example of co-authoring a word document online

Why use SuiteFiles?

SuiteFiles gives you powerful cloud-based file management to help you work with your business files, no matter where you are.

Free up your inbox
Drag/drop emails and file attachments straight into any folder in SuiteFiles.
Easy sharing and collaboration
Share files and folders with colleagues and work on documents in real-time. Save all changes back to the cloud.
Enjoy full Office integration
Work with Word, Excel, PowerPoint and even OneNote documents both online or through the desktop programs.
Simple compliance & security
Daily backups and enterprise-grade security protect your files from mishaps and attacks.
Screenshot of SuiteFiles sharing interface

Why use Xero?

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

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 categorised, 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.
Learn more about Xero

SuiteFiles is an awesome extension of the Xero offering – its tight integration with Xero Practice Manager and Microsoft Office 365 beautifully positions SuiteFiles to help organisations who value great client-based document management.

Greg Harrison, Director @ Business Continuum

SuiteFiles + Xero feature list

What does it do and how will it help me work more efficiently?

Sync documents with SuiteFiles
Save documents against clients in XPM and sync them back to SuiteFiles so that you always have one source of truth for your files.
Trigger folder actions
Trigger folder actions in SuiteFiles when creating or updating a client record in Xero Practice Manager.
Smart Templates
Turn any file or folder into a template in SuiteFiles. Prepopulate documents with client data straight from Xero.
Print pdfs to SuiteFiles
Print reports from Xero and tax returns from Xero Tax directly into SuiteFiles.
Use email templates
Create and use email templates in Outlook using SuiteFiles, and prepopulate them with client info from Xero.
Co-author & edit Office files
Work on Microsoft Office documents with your team through SuiteFiles Web or in the Office desktop programmes.

SuiteFiles for Xero Accountants

Xero Practice Manager gives you a live, transparent and connected view of your client information. Choose it and SuiteFiles to get powerful client document management, designed to make your business hum.

Efficient client management

Get smart integration with your client data and documents in Xero Practice Manager. Manage all your documents from SuiteFiles.

Simply manage your emails

No more information silos! File emails and attachments in client folders with a simple drag/drop action.

Enterprise-grade security

With built-in security and backup features, you'll have peace of mind that everything is safe and accessible when you need it.

Start your 30 day free trial

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

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