Everything you need to manage your business documents

Discover features designed to save time, decrease costs and reduce risk in your business.

Mockup of three devices - an iMac, Macbook laptop, and iPhone - with screenshots of SuiteFiles documement management system - Web, Outlook and Mobile on the screens.
Choose how you work

Access your files from the web browser, through your file explorer or using an app. It's up to you how you work.

Effective Search

Search across all of SuiteFiles or just a single folder. Filter results by varying metadata tags to find just what you need.

Smart Templates

Use templates and auto-fill them with client information, ready to send. Template folder structures to roll out to new clients.

Preview your files online

Preview your documents without needing to open them.

Scan to SuiteFiles

Scan any paper files straight into SuiteFiles and quickly file it to the correct location.

Share & Collaborate easily

Share your files with anyone and have multiple users editing the same document in real time.

Outlook Integration

Easily see your entire file system within Outlook.

Auto-Save Emails

Save your emails as soon as you send them into the correct folder.

Prepopulate Email Templates

Use client data from Xero or WorkflowMax to autopopulate email templates, ready to send.

Drag & Drop Upload

Drop any email or attachment straight into the relevant SuiteFiles location.

Quick Email Previews

Preview your emails in SuiteFiles, or open them back into Outlook.

Manage Tasks

Assign tasks to relevant users, leave comments and track activity of tasks and files.

Single Click Signing

Sign documents with a single click of your mouse.

Request multiple signatures

Request a single signature or ten, there’s no limit on how many people can sign.

Customisable Branding

Customise what your clients see with your logo and colours.

Two Factor Authentication

Optional additional security through text message verification.

Audit Tracking

Track your documents every step of the way, receiving notifications as people view and sign your document.

Xero Integrated

Minimise risk by selecting contacts straight from Xero Practice Manager.

World Class Security

SuiteFiles is built on enterprise-grade cloud technology to ensure your files and backups are secure.

Customisable Permissions

Set permissions on folders that then filter through to subsequent files. Control who can read and edit files, and who can manage templates and customisation.

Effective Archival

Allow users to archive content to simplify their folder and file views.

Automatic Daily Backups

An automated backup occurs daily, storing your file system for easy recovery and governance.

Detailed Audit Trail

See when folders and files were changed, and who changed them. See a complete list of who has looked at your backups and the actions they took.

Version History

Access historical versions of your file systems and browse previous iterations of documents.

Web Browser

The core of SuiteFiles. Manage, share, template & sign from anywhere.

SuiteFiles Drive

Access your documents from your file explorer but have them stored safely in the cloud.

Outlook Add-on

Bring document management and communications together into one location.

Email Saving

Machine learning remembers where emails from certain users are stored, and automatically stores them in this folder moving forward.

Backups

Each day a backup of your full system is automatically saved into our Backups app, for you to access at any time.

Permissions

Set permissions at a client or folder level and SuiteFiles AI will flow this logic across the subsequent files.

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