Features
Manage documents
Create, co-edit & share your documents all from one place.
Create documents
Generate documents using templates and auto-population.
Get documents signed
Save time and expediate approvals by signing documents digitally.
Collaborate with clients
Our secure platform for client communication & collaboration.
Manage emails
Organize, archive, and share emails across your entire team.
Find documents
Find any document instantly with our full-text search.
Store securely
Enjoy peace of mind with our reliable & safe document storage.
Use PDF tools
Review, annotate, and merge PDFs with a simple click.
Manage tasks
Prioritize and track tasks seamlessly to achieve goals faster.
Pricing
Industries
Accounting
All the features and integrations you need to run your practice smoothly.
Legal
Legal document handling made easy and secure with a single source of truth.
Engineering
Documents, conversations, approvals – everything you need, all in one place.
Manufacturing
Stay on top of orders, reports, and contracts with secure, searchable storage.
Construction
Say goodbye to scattered files with a smarter way of managing your documents.
Real Estate
Keep deals on track with smart handling of contracts, invoices, and disclosures.
Insurance
Client records, policy updates, and claims documents – all in one searchable platform.
Finance
Securely create, edit, manage, share, and sign documents without needing to switch tools.
Integrations
Xero
Create a single source of truth to improve your workflows, automate repetitive processes, manage clients and jobs, and work with documents – all populated with up-to-date, accurate data.
Karbon
Sync client and organization data seamlessly, auto-populate engagement letters and emails, and collaborate effortlessly with clients through secure portals – without leaving Karbon.
WorkflowMax
Automatically sync company and contact details, speed up workflows with templates, secure client portals, and document signing, and file and find documents with ease.
HubSpot
Sync client data from HubSpot to SuiteFiles to make information consistent, automate paperwork with ease, keep client records up to date and compliant, and save your team hours each week.
Microsoft 365
Collaborate in real-time with your favorite Office apps in the cloud, including SuiteFiles’ Outlook integration to streamline email management and give you full document visibility from your inbox.
QuickBooks Online
Auto-populate document and email templates with QuickBooks Online customer data, streamline document signing, and collaborate securely with clients.
Resources
Customer stories
Learn how SuiteFiles transforms the way teams work.
Guides
Level up your document management with our tactical tips.
Webinars
Watch on-demand webinars and product walkthroughs.
Blog
Explore product updates and industry insights.
Glossary
Make sense of all the document management jargon.
Efficiency calculator
Understand how efficient your firm is and how to improve.
Competitor comparison
Compare your document management options feature by feature.
Moving guide
Find out everything you need to know about moving to SuiteFiles.

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Ditch the admin and simplify your workflows

Features

Manage documents
Create documents
Get documents signed
Collaborate with clients
Manage emails
Find documents
Use PDF tools
Store securely
Manage tasks

Industries

Accounting
Legal
Engineering
Manufacturing
Construction
Real Estate
Insurance
Finance

Integrations

Xero
Karbon
WorkflowMax
HubSpot
Microsoft 365
QuickBooks Online
Other apps

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SuiteFiles provides total document management software that helps busy professional services teams ditch the admin and simplify their workflows, so they can focus on doing work that delights their clients.

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