More than accounting software, QuickBooks Online helps you track income, expenses, and stay ready for taxes. With this integration, you can now bring your QuickBooks Online customer data into SuiteFiles to securely store and exchange files with your clients, auto-populate SuiteFiles Word and Outlook templates (e.g. engagement letters and new client onboarding emails), and manage document signing from sending to your client right through to automatically filing the final signed copy.
SuiteFiles
connected apps.
ATOmate
ATO integration
ATOmate allows you to process and send out ATO documents collected by post or via tax agent portal. Connecting to SuiteFiles allows you to view, edit, share or sign ATO documents while automatically filing them into your client folders along with relevant correspondence.
ATO SmartDocs
ATO integration
Integrate ATO SmartDocs with SuiteFiles to automatically process and file any ATO document your practice receives. This starts with renaming documents according to your conventions and checking estimated amount against assessed. Once your docs are client-ready, you’ll be able to stay compliant with secure file sharing.
AccountKit
Admin integration
AccountKit is a suite of tools designed to consolidate client information and automate day-to-day compliance & administration tasks. The SuiteFiles integration connects your client documents directly to AccountKit’s tools so that you’re able view, output, and link direct to source documents without leaving AccountKit.
APS Accountants' Workspace
Workspace integration
APS Accountant’s Workspace brings all of your applications, tools and data together in one place integrating with Microsoft 365 and SuiteFiles to provide rich automation, email filing and document management features.
FuseWorks
Admin integration
FuseDocs integrates with SuiteFiles by automatically locating the files required for your document package then collating them into a fully formatted PDF, complete with branding and bookmarks. For clients, this means all their files are accessible from one source, with minimal user errors and consistent branding & presentation throughout.
GreatSoft
CRM integration
Between SuiteFiles & GreatSoft you can streamline your client and document management processes using file templates which pull data directly from your CRM.
Notud
Productivity integration
Notud is professional cloud note-taking with handwriting and drawing on to your own custom templates to provide a flexible and efficient work day. Notud integrates directly with SuiteFiles so you can be handwriting notes on your iPad, tablet, or other device then, at the click of a button, save in SuiteFiles. With Notud, you’re working smarter as notes are automatically filed to your clients, backed up, and encrypted.
Wolters Kluwer
Admin integration
CCH Business Fitness practice tools help accountants work smarter from the content suite to the workpapers. When you’re using Wolters Kluwer’s CCH Business Fitness, you can now attach documents directly from SuiteFiles!
CAS 360
Productivity integration
Automate compliance tasks and streamline your document workflows by connecting CAS 360 and SuiteFiles! As files are created in CAS 360, they’ll automatically save to your client folders in SuiteFiles. The result is one source of truth for client info, freeing up the time you’d spend sourcing and sharing documents between the two apps.
