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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.

Explore all features of SuiteFiles
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

4.9 out of 5 stars
38 Reviews
5 star(89%)
4 star(9%)
3 star(3%)
2 star(0%)
1 star(0%)
BC
Brett Craies
Posted
5 out of 5 stars

Making Life Easier

Really loving the electronic signing - easy to use at our end, files the signed docs where we need them and more importantly easy for our client to follow the process
RW
Rees Ward
Posted
5 out of 5 stars

So simple even I can DIY

Our team appreciates the instant digital signing features, the ability for real-time working on files together (and all at the same time) and how it saves us time plus is simple and easy to use.
KJ
Kevin Joffe
Posted
5 out of 5 stars

Great App

SuiteFiles makes collaboration with both team members and clients easy. It's built in functionality has been really useful especially the S Drive, integration with outlook and Xero, and ability to make templates. I highly recommend this application to anyone looking for a cloud based document management software.

Additional info

App details

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.