Features
The intelligent workspace with everything you need to create, manage, and collaborate on documents.
Manage documents
Store, access, and edit all your files in one place using our cloud-based document management system.
Create documents
Generate proposals, agreements, engagement letters, workpapers, and more using templates and auto-population.
Get documents signed
Prepare documents for digital signing, send them directly to signatories, and be notified when they're completed.
Collaborate with clients
Securely store and share files to be reviewed, so you can collaborate with clients on their documents in real-time.
Manage emails
Create templates for commonly used emails, drag and drop files from SuiteFiles, and auto-save email conversations.
Find documents
Search file contents as well as file names with full-text keyword search and filter by file type narrow down results.
Store securely
Rest easy with enterprise-grade security, manage access to folders and features, and easily restore past document versions.
Use PDF tools
Review and customize PDFs without juggling multiple apps - annotate, merge, or simply jot something down.
Manage tasks
Share tasks with colleagues and clients for easy tracking from creation to completion, and chat within SuiteFiles as you go.
“Adding new clients into XPM and seeing them upload to SuiteFiles with their own folder, files and templates has allowed us to spend less time jumping between software and double-handling client documents.”
Alison
Senior Consultant at The Outsider
“99% of our team found the transition to SuiteFiles very easy to adapt to, and we were supported the entire time by the incredible Customer Support team.”
Julie McDiarmid
Practice Manager at Treysta Wealth
Want to see these features for yourself?
Book a personalized demo to learn how SuiteFiles can help you ditch the admin and simplify your workflows.
