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SuiteFiles

By SuiteFiles
4.79 out of 5 stars
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.

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
51 Reviews
5 star(85%)
4 star(10%)
3 star(2%)
2 star(2%)
1 star(0%)
MP
Michael Pritchard
Posted
2 out of 5 stars
Suitefiles is painful to use - it often doesn't work, corrupting files or being blatantly unusable. It's a glitchy off-brand OneDrive that hampers your work rather than helping
BB
Belinda Bendon
Posted
5 out of 5 stars

Suite Files

Great cloud based filing system. Great integration with Outlook and XPM.
IS
Isti Saitoglu
Posted
5 out of 5 stars

SuiteFiles

SuiteFiles saves me a lot of time with document management. Ability to create templates, Integrations with other accounting platforms, PDF tools and included digital signing makes big difference compared to other products in the market.

Additional info

App details

By SuiteFiles
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.