SuiteFiles
Practice Manager , Xero HQ , Accounting , Documents
With SuiteFiles, you get a fully integrated document management system for managing all your files, emails and client documents in the cloud.
View integration detailsAbout SuiteFiles
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!
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.
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.
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.
Want SuiteFiles but don't have Xero yet?
Try Xero for free
