Compare SuiteFiles and FYI Docs

Emails
Documents
Search and retrieval
Clients
Tasks and comments
Integrations
Why firms choose SuiteFiles over FYI Docs
Full data ownership
FYI Docs requires you to use a 3rd party tool to bring your data into their system. If you ever choose to offboard, you’ll lose access to all your files, folders, and structures. SuiteFiles works directly with Office365 and SharePoint, allowing your team to work directly with your existing files, folders and structures from day one.
One single source of truth for your client information
FYI Docs is great for storing client documents and files. SuiteFiles goes beyond that – serving as a single source of truth for all of your client data. When your clients use SuiteFiles, they can access their documents at any time and can upload, review, and sign important files all in their client portals. You can remove endless emails back and forth with clients once and for all.
Get up and running today
Unlike FYI Docs which requires you to leverage external apps for additional features like digital signing and multi-editing, SuiteFiles has this functionality baked in already. SuiteFiles uses the familiarity of Microsoft365 to create a easy-to-use experience for your team.




Ready to streamline your client collaboration?
Book a personalized demo to learn how SuiteFiles can help you ditch the admin and simplify your workflows.