Document Retrieval
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.
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. 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.
Browse more time-saving tools
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.
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 into your chosen SuiteFiles location.
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!
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.
Email management
Create templates for standard emails (incl. attachments), drag and drop files from SuiteFiles, and auto save your emails.
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.
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.
See SuiteFiles in action or find out more about what you can do.
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.
Marius Fourie
North Advisory
Simply put – SuiteFiles is awesome.
Hamish Mexted
Convex Accounting
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
Amplify 11
Clients really like the fact that it’s a secure space where they can transfer documents back and forth.
Kimberly McLaren
Kimberly McLaren CPA
Everyone loves using it and we get the same feedback when people come into the firm.
Ben Roberts
Roberts Cowling
SuiteFiles takes the worry from our former mishmash of solutions and lets us go and do what we do well.
Warwick Jackson
Fox Group
