Managing financial statements, client agreements, and compliance reports shouldn’t be a headache. SuiteFiles makes it easy to edit, share, and sign financial documents securely—so you can focus on delivering value to your clients.
We're getting documents back almost 2 weeks faster, giving us more time to grow our business.
SIMONE PAVITT, SN Partners
Secure, Simple Client Collaboration
Sharing sensitive financial data via email is a security risk. With SuiteFiles’ Connect Portal, you can securely send and receive documents—without the risk of email breaches.
- Encrypted, compliant file sharing: Protect financial records, tax documents, and investment statements.
- Branded client experience: Offer clients a secure, professional platform to access and upload files.
- Eliminate email clutter: Keep everything in one place instead of juggling attachments.
Faster Approvals with Document Signing
Waiting on signatures slows everything down, from client agreements to compliance documents. SuiteFiles’ document signing tools speed up approvals while keeping everything secure.
- Send and track signatures in real-time: No more printing, scanning, or chasing clients.
- Ensure compliance: Legally recognized digital signatures with built-in tracking and audit trails.
- Automatic filing: Signed documents are securely stored and linked to the right client file.
Edit PDFs Without Extra Software
Financial documents often need quick adjustments, but switching between multiple tools wastes time. SuiteFiles’ built-in PDF editing keeps everything in one place.
- Merge, split, and reorder pages: Keep reports and statements structured exactly how you need them.
- Fill out and annotate financial documents: Quickly add comments, notes, or adjustments without printing.
- Save and convert with ease: Edit and finalize files instantly, without extra software.
