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

    Two-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
    22 Reviews
    5 star
    (89%)
    4 star
    (5%)
    3 star
    (5%)
    2 star
    (0%)
    1 star
    (0%)
    MH
    Megan Hodgson
    Posted
    We are in the process of transitioning our practice across to SuiteFiles and loving it so far! Adam has been a wonderful support and always eager to help where he can. He has been working with us at our pace which we also really appreciate. I've also posted a question through to the support team and the turn around time was fantastic! We are really looking forward to working with this team on an ongoing basis! Thanks Adam!
    BB
    Bianca Burns
    Posted
    Love working with the team at SuiteFiles. Our practice has been transitioning from server to cloud based systems which doesn't come without its challenges but the support and patience they have had for me is outstanding! The program does what they say it will but the service brings it to next level! keep it up guys!
    SA
    Sigrid Arundel
    Posted
    Suitefiles works seamlessly with our Xero Practice Manager and Office Suite of products. The Suitefiles team is extremely helpful and approachable so support is always available. It's growing along with our practice, easy to use, and constantly improving in functionality. Well worth our investment.
    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.