Client Document Portals
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.
Share and request files securely
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.
Clients can use logins from Xero or Google for easy access to Connect or create their own SuiteFiles Connect account.
Document sharing portal to stay up-to-date with clients
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Save live documents to your client folders — no need to sort through copies and risk sourcing outdated information.
SuiteFiles document retrieval with full text search by keyword allows you to locate any document and search by file type.
Create templates for standard emails (incl. attachments), drag and drop files from SuiteFiles, and auto save your emails.
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.
99.6% of our clients stay with us for years. Here’s why…
SuiteFiles saves us hundreds of hours each year and 80% of our previous document management costs.
Simply put – SuiteFiles is awesome.
All I need to do is choose my template, click confirm and I’ve got the next five financial years worth of folders for…
Anthony De Filippis
Clients really like the fact that it’s a secure space where they can transfer documents back and forth.
Kimberly McLaren CPA
Everyone loves using it and we get the same feedback when people come into the firm.
SuiteFiles takes the worry from our former mishmash of solutions and lets us go and do what we do well.