SuiteFiles +
Use all the tools you love with SuiteFiles. Our integrations make processes even simpler by linking everything back to your document management system. We integrate with Microsoft 365, XPM, Karbon and more.
Xero – XPM and WorkflowMax
Our integration with Xero helps you look after clients by filing their documents into an easily navigable folder structure, ensuring one source of truth for your client data. Exchange sensitive documents using SuiteFiles Connect client portal and don’t worry about setting unique login credentials for clients, they can access Connect using their Xero details.
Karbon
SuiteFiles brings additional document management capabilities to Karbon’s leading practice management software. Establish a single source of truth with contact and organization data from Karbon available for use in SuiteFiles features including document and email templates, the Connect client portal and digital signing. Enjoy smoother workflows covering everything from onboarding clients, gathering signatures and submitting documents.
Microsoft 365
SuiteFiles integrates deeply with Microsoft 365, allowing you to use staples like Excel and Word while automatically saving your files into the cloud with complete version histories. Between SuiteFiles and Outlook you’ll be able to save, rename and even template your emails as you please, giving you full control of your email management.
+ Many more!
Tailor SuiteFiles to the needs of your business by integrating with a host of apps which span everything from processing ATO documentation to automating day-to-day compliance tasks.
Browse more time-saving tools
Document and email management
Store and edit all your documents, emails, and tasks in one place. Create document templates and automatically save documents into SuiteFiles from a number of sources.
Client portal
Send files out to be reviewed, and collaborate with clients on their documents in real-time. Request any file you need, and they’ll be uploaded directly into your chosen SuiteFiles location.
Task management
Send tasks to colleagues for an easy follow-up process. Request changes to a document, an upload, or a simple task, then instant message within SuiteFiles. Have your colleagues click complete when done!
Digital signing
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.
Secure storage
Manage all of your permissions to grant access to certain folders and features and easily restore past versions of documents with our backups. SuiteFiles documents are kept safe in your own Microsoft environment, secure, and recoverable within Microsoft’s leading-edge retention framework.
PDF tools
Review and customize PDFs in SuiteFiles without juggling several applications. Annotate areas of interest, simply jot something down, or merge PDFs to save time compiling them.
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.
Marius Fourie
North Advisory
Simply put – SuiteFiles is awesome.
Marius Fourie
North Advisory
