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SuiteFiles

By SuiteFiles
4.8 out of 5 stars
Free 14 day trial available
Get this app
With SuiteFiles, you get a fully integrated intelligent workspace for managing all your files, emails and client documents in the cloud.
Rated
4.8
out of 5
Reviewed by
52
Xero users
Try this app
Free 14 day
trial available
Listed for
8 years
May 2016

SuiteFiles can help your business

Overview

SuiteFiles makes file management in the cloud a breeze for accountants and bookkeepers. 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.

Features include

  • Document storage and management
  • Email management
  • Task management
  • Secure client portals
  • PDF editing, merging, and annotation
  • Unlimited digital signing
  • Intelligent templates
  • Automated reminders
  • Full-text search

Pricing from $25 NZD per user, per month.

SuiteFiles
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SuiteFiles + Xero

Take the friction out of your work day with SuiteFiles’ Xero integration. Create a beautiful cloud-based practice using automations that give you time back for the more important things in life.

Completely cloud based

Our XPM integration creates a single ledger. All your client data, every document, every email - online and accessible from anywhere.

Improve your Xero workflows

Automatically create client folders, build auto-population workflows, automate job management, and more.

Automate repetitive processes

Xero app integration that connects directly to the Xero suite to easily save reports, use client data, and more.

Simple client and job management

The SuiteFiles and Xero integration makes managing your clients and jobs easy - effortlessly source data and track jobs.

Work with Microsoft documents

SuiteFiles allows XPM to link to Microsoft 365, powering efficiencies in your practice.

One source of truth

Xero creates the basis for a fully integrated app system, with no data inconsistencies, and easily traceable information.

Reviews & ratings

4.8 out of 5 stars
52 Reviews

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Most recent reviews

KP
Kathy Platt
Posted 14 Jun 2023
5 out of 5 stars

Review of Suitefiles

Easy to use and the layout is very clear. Love the search functionality as it makes it very easy to find documents.
MP
Michael Pritchard
Posted 15 May 2023
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 23 Mar 2023
5 out of 5 stars

Suite Files

Great cloud based filing system. Great integration with Outlook and XPM.

Additional info

Shared data

Xero
SuiteFiles
Contactsshared from Xero to SuiteFiles

Functions

Accountant toolsDocuments

Industries

Professional servicesConstruction and tradesAccounting

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

Contact supportsupport@suitefiles.com

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14 day free trial available

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.