Xero integration
Make managing your client data, jobs, documents, and communication effortless with Xero Practice Manager and SuiteFiles
Joint client creation
Creating clients in Xero Practice Manager
auto-creates folders in SuiteFiles.
Single client view
See all of your client information, emails, and SuiteFiles documents in one place.
Time-saving templates
Use Xero Practice Manager or Xero Tax client data to auto-populate SuiteFiles templates.
Step 1
If you’re not already a customer, sign up for a SuiteFiles trial.
Step 2
Visit the Integrations section of your account to connect Xero Practice Manager with just a few clicks.
Step 3
Enjoy streamlined workflows right away.
Prefer to see it in action first?
“We’ve had time savings because of how we can now work with Xero Practice Manager and Xero Workpapers. The integrated way of working is far more productive – and simpler – than it used to be. We’ve also enjoyed the ability to drag and drop files instead of jumping through the hoops of saving a file to a location and uploading it from there.”
Kate Griffiths
Business Advisor at Kendons Scott MacDonald
“Between the template features and its strong integrations, SuiteFiles saves us an average of five hours per staff member, per week.”
Craig Bruce
Director at Resource Accounting
