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Guard sensitive files with

SuiteFiles' client portal

Share and request files

securely

SuiteFiles Connect

SuiteFiles Connect has all the security of a client 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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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. As you work, you’ll be able to see every edit made in real-time.

Easily maintain shared documents

Save live documents to your client folders – no need to sort through copies and risk sourcing outdated information.

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Browse more time-saving tools

Document and email management

Store and edit all your documents, emails, and tasks in one place. Create document templates, and automatically save documents into SuiteFiles from a number of sources.

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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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.

Secure storage

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

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!

Integrations

Use all the tools you love with SuiteFiles. Our integrations make processes even simpler by linking everything back to your document management system. We integrate with Microsoft 365, XPM, WorkflowMax, and more.

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one-on-one demonstration

with our team.

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