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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 they’re marked 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.
+ more
Or watch a video run-through below.
