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Request signatures
Send documents and have them digitally signed within SuiteFiles.
Assign tasks
Request files from clients by assigning them tasks. Then see when your clients have marked them as done.
Auto-save emails from Outlook
Use our Outlook add-in to automatically save client emails to SuiteFiles folders.
Use XPM with SuiteFiles
Integrate with Xero Practice Manager to power your practice.
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Or watch a video run-through below.
