With SuiteFiles, you get a fully integrated document management system for managing all your files, emails and client documents in the cloud.

    Overview

    Third time Xero App Partner of the Month SuiteFiles makes file management in the cloud a breeze for medium sized businesses. It allows you to easily store and manage all your folders, files, emails and templates in one place. Using Microsoft's 365 cloud platform, SuiteFiles ensures the integrity and security of your file system, while still making it accessible and searchable. With SuiteFiles, you can use Excel and Word while automatically saving your files into the cloud. Plus, between SuiteFiles and Outlook, you’ll be able to save, rename and even template your emails. Explore all the collaborative features of SuiteFiles including the secure client portal, digital signing, task management, and PDF merging and annotation.

    Explore all features of SuiteFiles
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    SuiteFiles + Xero

    SuiteFiles integrates with Xero to make it simple to manage your client files across the two systems. SuiteFiles syncs your client folders and files from the Xero Practice Manager Documents tab and allows you to complete other folder actions from XPM, such as archiving a client and client folder simultaneously. You can also pull client data out of Xero Practice Manager and Xero Tax to prepopulate file and email templates stored in SuiteFiles. It’s a real timesaver!

    Reviews & ratings

    4.8 out of 5 stars
    36 Reviews
    5 star(88%)
    4 star(9%)
    3 star(3%)
    2 star(0%)
    1 star(0%)
    KJ
    Kevin Joffe
    Posted
    5 out of 5 stars

    Great App

    SuiteFiles makes collaboration with both team members and clients easy. It's built in functionality has been really useful especially the S Drive, integration with outlook and Xero, and ability to make templates. I highly recommend this application to anyone looking for a cloud based document management software.
    LC
    Luke Canton
    Posted
    5 out of 5 stars

    Thank you SuiteFiles

    We started using Suitefiles (SF) just prior to the first lockdown in 2020. The decision was part of a full move for our 5 person accounting practice from desktop based programs to cloud services and a reduction of the use of paper within the office. Although moving a decade old practice with all its old systems onto new cloud services came with its share of headaches SuiteFiles was not one of them. The process of setup was supported the whole way via the SuiteFiles customer support system and after only a short while all the staff had a pretty good handle on how it worked. We set up separate files for each of our clients as we went rather than doing the import in one go as the uploading of files dragged our internet speed down so it suited us to do them progressively. The ability to structure the file system to match how we originally stored electronic files, meant we could drag and drop all our historical electronic records in their existing file structure right into the SuiteFiles program which then provided continuity with the files being added going forward. Suite Files has become the central depository for all our clients information, new work is dropped into their current year file, workpapers and supporting docs are all saved in as we work on it. Draft copies of tax returns and accounts are saved there and once approved we use the SuiteFiles electronic signing system to have them approved. The ability to look up information and auto preview it are fantastic. We can’t recommend SuiteFiles enough, we love it.
    SP
    Saroj Parsotam
    Posted
    5 out of 5 stars

    Xero App Store

    Makes life so much easier, with ease of filing, template letters/emails etc. All my colleagues, including myself, feel it is the best storage platform we've ever used. keep up the good work!!

    Additional info

    App details

    Added in 2016

    Countries

    Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughContact supportsupport@suitefiles.com

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    Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.