Create templates for standard emails, drag and drop files from SuiteFiles, and auto save your emails.
Automated email management
in a couple of clicks
Automated email creation
SuiteFiles’ email management software allows you to create templates for standard emails (including any attachments) so you can send out onboarding packages, follow-ups and more in a few clicks.
Drag, Drop, Upload
Email management comes easy when you can upload attachments simply by dragging and dropping them to your desired location.
Never lose an important email
Auto save your emails
Have client emails automatically file into SuiteFiles as they enter your inbox, ensuring information is accessible across your team – no matter who was the last point of contact.
Powerful Outlook email management
See all of your documents from within Outlook, preview them, open saved correspondence and search emails!
SuiteFiles document retrieval with full text search by keyword allows you to locate any document and search by file type.
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.