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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How Kimberly McLaren CPA used SuiteFiles to drastically cut time spent on document management, collaboration, and approval.
Problem
Worries about document security and disorganization with Google Drive, and an external portal that took up more time than it saved.
Outcome
Cut time spent on document management, collaboration, and approval by 75%.
Solution
Having everything in one place means no more wasted time for Kimberly. She can easily drag and drop documents into the client portal from SuiteFiles – a huge improvement from using an external portal where she needed to download files and then re-upload them.
She now sets up portals for each of her clients, so she can store their files there and request new ones as needed. A client needs a copy of a historical tax return? No problem, it’s right there in their portal – saving Kimberly from needing to hunt it down for them.
“It’s cut down my time spent transferring documents by at least 75%.”
Kimberley McLaren, CPA
Ready to streamline your client collaboration?
Book a personalized demo to learn how SuiteFiles can help you ditch the admin and simplify your workflows.