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Client Document Portals

Guard your most sensitive files

Send files out to be reviewed and collaborate with clients on their documents. Request any file you need with our client collaboration portal, and it’ll be uploaded directly into your chosen SuiteFiles location.

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Share and request files securely

SuiteFiles Connect

SuiteFiles Connect has all the security of a client document portal without the need to access an external application. Exchange sensitive documents and receive notifications as files are uploaded.

Single sign-on

Clients can use logins from Xero or Google for easy access to Connect or create their own SuiteFiles Connect account.

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Document sharing portal to stay up-to-date with clients

Co-edit files

Customize permissions to collaborate with clients on their documents, create comments, and go back and forth without leaving your file.

Easily maintain shared files in our client collaboration portal

Save live documents to your client folders — no need to sort through copies and risk sourcing outdated information.

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Document management

Store and edit all of your files in one place using SuiteFiles’ cloud based document management system. Create document templates and automatically save documents into SuiteFiles from a number of sources.

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Task management

Send tasks to colleagues for an easy follow-up process. Request changes to a document, an upload, or a simple task, then instant message within SuiteFiles. Have your colleagues click complete when done!

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Secure storage

Manage all of your permissions to grant access to certain folders and features and easily restore past versions of documents. SuiteFiles documents are kept safe in your own Microsoft environment, secure, and recoverable within Microsoft’s leading-edge retention framework.

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See SuiteFiles in action or find out more about what you can do.

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Document retrieval

SuiteFiles document retrieval with full text search by keyword allows you to locate any document and search by file type.

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Email management

Create templates for standard emails (incl. attachments), drag and drop files from SuiteFiles, and auto save your emails.

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Digital signing

Prepare documents for signing, send them directly to signatories, and be notified when they’re completed. Simplify the signing process with notes for more context and checkboxes to draw attention to important sections of your document.

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PDF tools

Review and customize PDFs in SuiteFiles without juggling several applications. Annotate areas of interest, simply jot something down, or merge PDFs to save time compiling them.

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99.6% of our clients stay with us for years. Here’s why…

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