With SuiteFiles, you get a fully integrated document management system for managing all your files, emails and client documents in the cloud.
Get SuiteFilesEasy file management
SuiteFiles is everything you need to work smarter with your files in the cloud. No pain, no headaches – just great cloud document management to make your business hum. Focus on your clients, not your file management, with everything in one place and at your fingertips.
SuiteFiles gives you:
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A user-friendly app integrated with Office 365 provides full Microsoft Office capability.
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The ability to work with your files through the web, in Outlook, and or on mobile.
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Secure file storage and file management, better control, and easy backups.
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Powerful file, folder and email templates to save time and increase your team’s productivity.
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The functionality to share and collaborate with other staff, working together on documents.
Generate a new file based on a template, and prepopulate custom fields with client data from Xero.
Request a signature from a client.
Verify the signature by sending the signer an SMS message – their contact details are automatically pulled from Xero.
Once the signer responds to the text, the signature is added to the document.
A notification displays in Xero HQ once the document has been signed.
SuiteFiles + Xero
Generate documents and emails in SuiteFiles, and fill them with client data from Xero.
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.
How do you sync with Xero HQ?
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.
Helpful information about SuiteFiles
Who is SuiteFiles for?
SuiteFiles is for accounting and bookkeeping practices looking for an easy-to-use, efficient document management application.
What countries does it operate in?
SuiteFiles operates globally.
How much does it cost?
SuiteFiles is charged monthly based on the number of users you have.
What support do they offer?
Support
SuiteFiles has an extensive online knowledge base, and a dedicated support team. If you’ve got a question, they’ve got you covered.
BE INSPIRED BY THESE REVIEWS
“The product is brilliant, easy to learn, easy to use, has a quick and powerful search, and the Outlook drop-and-drag plug-in is a godsend.”
“SuiteFiles manages all our internal documents, emails and templates in our practice – we love it and couldn't live without it.”
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