Document management for insurance providers

Policies, claims, client records – all in one place and easy to find

Book a demo Take a tour

Endless paperwork, approvals, and compliance requirements don't need to slow you down

Simplify your document management with an all-in-one platform that keeps you organized, compliant, and efficient.

Everything in one place

Client records, policy updates, and claims documents getting buried in emails or disconnected tools? Switch to a single, searchable platform.

Signing without the hassle

Delays in getting signatures can stall policies and claims. Speed up approvals and keep everything on track with inbuilt document signing.

Trusted and compliant

Always have a clear history of document changes and access, so you can keep accurate records of policy updates and claims adjustments.

Customer stories

No hype, just results.

Learn how SuiteFiles transforms the way teams work.

View customer stories

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.

80% of document management costs and hundreds of hours in admin time saved for North Advisory

North Advisory wanted a cloud‑first document solution to replace clunky filing systems and make remote work effortless.

Integrations

Connect with your favorite apps

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.

See Integration

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.

See Integration

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

See Integration

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

See Integration

And more...

See all integrations

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 insurance to juggle endless admin tasks. That’s why we’re here. Our powerful insurance document management software stops admin tasks from taking away your precious time.

Book a demo Take a tour