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document retrieval

Locate any obscure file

with advanced search

Find any folder or file

Search your SuiteFiles library for any folder or file and explore related content for supporting documents. Limit which items are visible by controlling permissions.

Use text search

Enter keywords from documents to find what you’re looking for, no need to remember file names verbatim.

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.

Preview documents

See date last modified along with the most recent editor and pull up file thumbnails to get a snapshot of your search results.

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 files to save time compiling your PDFs.


Client portal

Send files out to be reviewed and collaborate with clients on their documents in real-time. Request any file you need and they’ll be uploaded directly in to your chosen SuiteFiles location.

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!


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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with our team.

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