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Document management apps

Effectively and securely manage and store documents, manage client communications, create a secure client portal and save time by enabling clients to sign documents electronically.

Apps popular with advisors for:

  • Email & Document management: SuiteFiles & FYI Docs
  • Client portals: SuiteFiles
  • e-Signing: SuiteFiles & FuseSign
  • Document collation: FuseDocs & SuiteFiles
  • PDF editing: SuiteFiles & AccountKit
  1. Documents, Practice manager

    SuiteFiles

    4.8 out of 5 stars
     52
    Documents, Practice manager
    With SuiteFiles, you get a fully integrated document management solution to manage all your files, emails, and client communication in the cloud – so you can ditch the admin, simplify your workflows, and focus on doing work that delights your clients.
  2. Documents, Practice manager

    FYI

    4.7 out of 5 stars
     20
    Documents, Practice manager
    FYI is a cloud document management and automation engine for accountants in practice. It’s a way of re-engineering email and document management and automating processes to save time on repetitive tasks and improve accuracy.
  3. Accountant tools, Practice manager

    FuseSign

    5 out of 5 stars
     9
    Accountant tools, Practice manager
    FuseSign is an affordable, intuitive, and easy to use Digital Signature tool. Send documents to multiple recipients and have them signed and returned to you within minutes instead of days for the price of a stamp, it's legally binding and can be used for a wide range of signature requirements.
  4. Accountant tools, Practice manager

    FuseDocs

    5 out of 5 stars
     4
    Accountant tools, Practice manager
    Automation repetitive document processes within your firm. FuseDocs connects to your existing systems to save you hours.
  5. Accountant tools, Practice manager

    AccountKit

    5 out of 5 stars
     83
    Accountant tools, Practice manager
    AccountKit is the heart of your accounting firm, bringing compliance tools, workflow and document management all into the one place. Reduce clicks, stop context switching, and connect seamlessly with Xero Practice Manager and your other favourite apps.
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.