SuiteFiles can help your business
Manage operations
- Manage customer or client relationships
Manage people
- Assign and manage jobs and tasks
Tasks for Accountants and Bookkeepers
- Review or adjust record keeping
File taxes
- Data management
- Prepare work papers
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 $30 NZD per user, per month.
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.
Getting started
Get your free 14-day trial
Xero customers can get a 14-day trial of SuiteFiles to test out the integration.
Set up your SuiteFiles x Xero integration
Find step-by-step instructions on setting up the integration in this help centre article: https://help.suitefiles.com/setting-up-the-xero-practice-manager-integration
