WorkflowMax integration
Focus on project delivery, not managing files – keep everything organized and in sync with SuiteFiles and WorkflowMax
Seamless workflows
SuiteFiles and WorkflowMax work together, so your documents, records, and jobs stay in sync.
Automatic data entry
Sync company and contact details, reducing duplication and ensuring accuracy across platforms.
Simplified filing
SuiteFiles creates structured subfolders for WorkflowMax clients, jobs, and suppliers.
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 WorkflowMax with just a few clicks.
Step 3
Save time with templates, auto-syncing, and smart filing.
Prefer to see it in action first?
“SuiteFiles has given us better processes for dealing with documents, so we can cut down our non-billable admin work.”
Matt Burgess
Director at STM Accounting
“Being able to work between SuiteFiles, CAS 360 and Xero has probably halved our workweek – it’s just efficient software that makes your life easier.”
Simone Pavitt
Practice Manager at SN Partners
“SuiteFiles saves us over 80% on our document management costs, and hundreds of hours in administration time.”
Marius Fourie
Director at North Advisory