SuiteFiles

Accounting, Practice manager, Xero HQ apps, and Documents

With SuiteFiles, you get a fully integrated document management system for managing all your files, emails and client documents in the cloud.

Overview

SuiteFiles makes file management in the cloud a breeze for small-medium businesses. It allows you to easily store and manage all your folders, files, emails and templates in one place. Utilising Microsoft's Office 365 cloud platform, SuiteFiles ensures the integrity and security of your file system, while still making it accessible and searchable. With a built in online backups tool, you'll never lose another file again!

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SuiteFiles + Xero

SuiteFiles integrates with Xero to make it easier 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 to prepopulate file and email templates stored in SuiteFiles. Finally, when you complete actions in SuiteFiles, notifications will appear in Xero HQ.

Getting started

Xero customers can get a trial of SuiteFiles to test out the integration.

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SuiteFiles + Xero HQ

Work more efficiently and accurately with your files. Know what actions are being taken in SuiteFiles directly from Xero HQ. And use templates in SuiteFiles to create documents or emails that are automatically populated with client data from Xero HQ.

Getting started

To connect SuiteFiles to Xero HQ:

Log in to the SuiteFiles management portal.
Click CRM connections.
In Connect to Xero HQ, click the Connect button.
Log into Xero HQ, select the practice, then click Allow access.

Click Enable Xero HQ.

4.8

22 Reviews

5 star

(89%)

4 star

(5%)

3 star

(5%)

2 star

(0%)

1 star

(0%)

Megan Hodgson

Posted

We are in the process of transitioning our practice across to SuiteFiles and loving it so far! Adam has been a wonderful support and always eager to help where he can. He has been working with us at our pace which we also really appreciate. I've also posted a question through to the support team and the turn around time was fantastic! We are really looking forward to working with this team on an ongoing basis! Thanks Adam!

Bianca Burns

Posted

Love working with the team at SuiteFiles. Our practice has been transitioning from server to cloud based systems which doesn't come without its challenges but the support and patience they have had for me is outstanding! The program does what they say it will but the service brings it to next level! keep it up guys!

Sigrid Arundel

Posted

Suitefiles works seamlessly with our Xero Practice Manager and Office Suite of products. The Suitefiles team is extremely helpful and approachable so support is always available. It's growing along with our practice, easy to use, and constantly improving in functionality. Well worth our investment.

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