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 + 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!
Xero customers can get a trial of SuiteFiles to test out the integration.
Claim your free trial.