Request signatures
Send documents and have them digitally signed within SuiteFiles.
Assign tasks
Request files from clients by assigning them tasks. Then see when they’re marked as done.
Use XPM, Karbon, and QuickBooks Online with SuiteFiles
Integrate with your practice management software to power your practice.
Auto-save emails from Outlook
Use our Outlook add-in to automatically save client emails to SuiteFiles folders.
