Spend too much time searching through emails and the cloud for the files you need?
Meet the safe and secure system where you can edit, upload, and send documents for signing without toggling between apps.
Trusted by top accounting firms like
Streamline your workflows
Cloud based document management automation
Set templates for standard documents, which populate with data from our integrations with Xero, Karbon, QuickBooks Online and more. Never manually type an engagement letter again!
Manage document templates
Organize your templates by categories such as letters, onboarding, and more for easy navigation. Upload pre-existing templates into SuiteFiles to get busy straight away!
Send documents for signing
Signed, sealed, delivered – in your client’s folder!
Quickly transform your contracts, letters of intent, and more into ready to sign documents within seconds. With SuiteFiles, your client can quickly sign a contract and send it back to you on their mobile or desktop.
Best part? It’s already in your client’s folder once it’s been completed.
A signature request that won’t go to spam
Clients will never doubt who sent them a contract with custom branding, signatures, and emails. With SuiteFiles, you can create a signing identity that’s uniquely yours so there’s no doubt who sent what to your client.
Collaborate with clients seamlessly
SuiteFiles Connect
Stop searching through emails, the cloud, or *shudders* filing cabinets to find your client documents. SuiteFiles Connect has all the security of a client document portal without the need to access an external application. Exchange sensitive documents and receive notifications as files are uploaded.
Single sign-on
Clients can use logins from Xero or Google for easy access to Connect or create their own SuiteFiles Connect account.
Don’t just take our word for it
See what cloud based document management looks like in action
