Document management for accounting firms

Less manual admin,
more billable hours

Header graphic showing accounting industry

You know it better than most: time is money. So how can you make every second count?

It starts with eliminating manual admin headaches and streamlining your workflows – challenges our accounting document management software combats.

All your documents and emails in one trusted place

Forget hunting across multiple apps. Now, every file you need is just a quick search away. Access all your client records from one place and stay audit-ready with full-text search and filters to easily retrieve documents.

Save time and frustration by automating everyday tasks

By syncing seamlessly with apps like Xero Practice Manager and Karbon, SuiteFiles transforms your workflow. Watch as routine tasks are automated, leaving you with more time to focus on your clients.

Enjoy peace of mind about sensitive financial data

SuiteFiles securely stores your data within Microsoft Data Centers, fortified and backed by daily backups. Through permissions and our secure client portal, sensitive data is always secure and confidential.

Customer stories

No hype, just results.

Learn how SuiteFiles transforms the way teams work.

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Time savings become second nature for Resource Accounting

Resource Accounting needed a secure, centralized cloud system to save time, improve workflow, and keep client files organized.

Minimal learning curve speeds adoption and productivity gains for Xternal Solutions

Xternal Solutions wanted an all‑in‑one tool to store, share, and manage client documents without juggling multiple systems.

75% less time spent on sharing documents for collaboration and approval for Kimberly McLaren CPA

Kimberly McLaren CPA needed a secure, all‑in‑one place to store files and share them with clients faster.

Integrations

Connect with your favorite apps

Create a single source of truth to improve your workflows, automate repetitive processes, manage clients and jobs, and work with documents – all populated with up-to-date, accurate data.

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Sync client and organization data seamlessly, auto-populate engagement letters and emails, and collaborate effortlessly with clients through secure portals – without leaving Karbon.

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Collaborate in real-time with your favorite Office apps in the cloud, including SuiteFiles’ Outlook integration to streamline email management and give you full document visibility from your inbox.

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Auto-populate document and email templates with QuickBooks Online customer data, streamline document signing, and collaborate securely with clients.

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Sync client data from HubSpot to SuiteFiles to make information consistent, automate paperwork with ease, keep client records up to date and compliant, and save your team hours each week.

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Automatically sync company and contact details, speed up workflows with templates, secure client portals, and document signing, and file and find documents with ease.

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And more...

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Integrations

And more...

WorkGuru

View SuiteFiles documents in WorkGuru, create folders, and save files.

ATOmate

Auto-file correspondence and audit trails into SuiteFiles.

ATO SmartDocs

Auto-process and file any ATO document your practice receives.

AccountKit

View, output, and link to source documents from within AccountKit.

FuseWorks

Auto-find files and collate them into a fully formatted PDF.

Wolter Kluwer

Attach documents directly from SuiteFiles.

CAS 360

Auto-save files to your client folders in SuiteFiles, creating a single source of truth for client info.

APS Accountants’ Workspace

Access rich automation, email filing, and document management features.

MYOB Practice Management

Streamline client and document management processes with auto-populated file templates.

We do the document dance, you take the spotlight

You didn’t get into accounting to juggle endless admin tasks. That’s why we’re here. Our powerful accounting document management software stops admin tasks from taking away your precious time.

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All your essential files are just a click away

With our intuitive cloud-based accounting document management software, all your essential files are just a click away and available from anywhere.

Plus, we’re integrated with your favorite apps like Xero Practice Manager, Karbon, and CAS 360.

Need to send out engagement letters or tax returns? Auto-populate client info into your customized email and document templates, and off it goes. All with a couple of clicks.

There’s no need to stress about security, either. We take care of your accounting document security concerns by storing all of your information in the cloud, protected with full encryption and access controls. Standardize all external file sharing with our client document portal and cut the hassle of managing an additional app or creating secure links for files.

No pain, no headaches – just great cloud document management to make your practice hum.