SuiteFiles document retrieval with full text search by keyword allows you to locate any document and search by file type.
Retrieve files with advanced document search
Find any folder or file
SuiteFiles document retrieval software enables file search in your DMS library for any folder or file. Explore related content for supporting documents. Limit which items are visible by controlling permissions.
Retrieve documents with text search
Search documents with keywords to find what you’re looking for, no need to remember file names verbatim.
Document search and retrieval to easily navigate your SuiteFiles library
Filter search results
Narrow down search results by file type including Word, Excel, PDF and more! Get even more granular with client and financial year filters.
See date last modified along with the most recent editor and pull up file thumbnails to get a snapshot of your search results. From there, access full size previews and version history or create a permanent link that will always work even if the document is renamed or moved.
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.
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.
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.