Get a document management system with enterprise grade security and access controls. With SuiteFiles, your document management needs are taken care of and your IT burden is lifted allowing you to increase billable hours and strengthen relationships with your clients.
Your documents protected
at all times
SuiteFiles documents are kept safe in your own Microsoft environment, secure, and recoverable within Microsoft’s leading-edge retention framework. With SuiteFiles, you receive security and retain full data ownership.
Our secure document portal allows you to control who in your team can access various folders and documents, what level of access they have and what actions they can take.
SuiteFiles document retrieval with full text search by keyword allows you to locate any document and search by file type.
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.
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.