The company’s old setup of saving files locally and manually backing them up was slow and risky. As the team grew, messy file storage and access delays only made things harder.
Collaborate with clients
Securely request and send files out for review and collaboration, all within your custom-branded, centralized platform
Secure document sharing
Give your clients protected, always-available access to their documents.
No-fuss file requests
Ask for files from your clients and be notified when they’re uploaded.
Straightforward client collaboration
Work on files together, including co-editing and commenting.
Reliable version tracking
Know you and your clients are always working on the right document version.
Client portal
How it works
Is the client portal secure?
Yes, client portals all the security of a client document portal without the need to access an external application.
Can I customize the portal with my branding?
Sure can. Add your logo and brand colors to the portal as well as to your emails and document signing messages to create a unified client experience that builds trust.
How do clients access their documents?
The first time a client uses SuiteFiles Connect (the app that powers client portals), they’ll get an email notification which will prompt them to set up an account.
They can do this using existing Xero or Google credentials, or create a SuiteFiles Connect account. Once this is done, they can log in and view, download, or upload files.
What if a client has trouble using the portal?
Get in touch with our team on support@suitefiles.com – we’re always here to help.
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Customer story
How Engineering & Environmental Services QLD used SuiteFiles to halve document management time and transform collaboration.
Problem
Outcome
Reduced time spent setting up projects and managing files by at least 50%, while improving collaboration, onboarding, and client sharing across the team.
Solution
With SuiteFiles, Andrew finally has one secure spot for all project files, that’s accessible from anywhere. The Office 365 integration means the team can stick with tools they already know, while WorkGuru set up complete project folders in just a few clicks – no more messy structures.
Now every file follows the same format, so onboarding new staff is quick and stress-free. Real-time collaboration, version control, and handy PDF tools keep projects moving smoothly, and sharing with clients is as simple as sending a secure link to their client portal. Everything’s faster, cleaner, and way easier to manage.
“SuiteFiles’ PDF editing capabilities save me the $30 a month I’d pay for a separate subscription, and the integrations have me doing things at least 50% faster.”
Andrew Mitchell,
Director and Principal Engineer at Engineering & Environmental Services QLD
Ready to streamline your client collaboration?
Book a personalized demo to learn how SuiteFiles can help you ditch the admin and simplify your workflows.