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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.

Get SuiteFiles

Easy 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:

  • A user-friendly app integrated with Office 365 provides full Microsoft Office capability.

  • The ability to work with your files through the web, in Outlook, and or on mobile.

  • Secure file storage and file management, better control, and easy backups.

  • Powerful file, folder and email templates to save time and increase your team’s productivity.

  • The functionality to share and collaborate with other staff, working together on documents.

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:

  1. Log in to the SuiteFiles management portal.

  2. Click CRM connections.

  3. In Connect to Xero HQ, click the Connect button.

  4. 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.

Pricing details

Is there a free trial?

Yes, you can try SuiteFiles free for 30 days.

Try it free for 30 days

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.

Visit the helpdesk

Message the team

BE INSPIRED BY THESE REVIEWS

Rated5out of5

“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.”

Rated5out of5

“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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