SuiteFiles Features
Platform (10)
Custom Branding
21 reviewers of SuiteFiles have provided feedback on this feature.
Custom branding can be applied through signature process
User, Role, and Access Management
This feature was mentioned in 21 SuiteFiles reviews.
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
As reported in 16 SuiteFiles reviews.
Performance and Reliability
22 reviewers of SuiteFiles have provided feedback on this feature.
Integration APIs
As reported in 17 SuiteFiles reviews.
To which systems have you integrated this product
Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage
System of Record Integration
Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint
APIs
Enables custom integration to external systems
Signature Process (8)
Document Signing
This feature was mentioned in 21 SuiteFiles reviews.
Allows signor to easily and intuitively sign documents
Reminders and Expirations
Based on 19 SuiteFiles reviews.
Reminds signors of documents that are waiting to be signed and document expiration dates
Sign-In Process
21 reviewers of SuiteFiles have provided feedback on this feature.
Process of authenticating is secure and seemless
Mobile Signatures
18 reviewers of SuiteFiles have provided feedback on this feature.
User can easy send and sign documents on mobile devices
Signature Workflow
18 reviewers of SuiteFiles have provided feedback on this feature.
Sendor/Adminstrators can easily set up and track documents through multiple signature steps
Bulk Digital Signatures
18 reviewers of SuiteFiles have provided feedback on this feature.
Send documents requiring signature to 1000's of signers at once
Reporting
This feature was mentioned in 15 SuiteFiles reviews.
Provides standard reports and easy creation of custom reports to manage signature process
Signature Document Creation
This feature was mentioned in 19 SuiteFiles reviews.
Easy to create signature blocks on all required electronic document types/formats
Security and Scalability (3)
Regulatory Compliance
Based on 19 SuiteFiles reviews.
Meets required regulartory compliances
Signature History and Audit
20 reviewers of SuiteFiles have provided feedback on this feature.
Tracks all document signing history to comply with required regulations
Enterprise Scalability
This feature was mentioned in 19 SuiteFiles reviews.
Provides features to allow scaling for large organizations
File Management (5)
Device Syncing
Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on
Web Interface
Ability to access documents via a web interface without a client being installed on a device
File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Search
Can easily find files via a simple and/or advanced search
Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC
Collaboration (13)
File following
Allows users to receive updates when files have been updated, added, deleted or moved.
File Sharing
Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.
Simultaneously Editing
Users can work simultaneously on files.
Change Tracking / Audit Logs
Provides an audit log of changes and enables users to revert to a specific version
Instant Messaging
Based on 11 SuiteFiles reviews.
Provides internal and/or external instant messaging capability.
Project Management
This feature was mentioned in 11 SuiteFiles reviews.
Offer project management features like task creation and tracking within the application.
Time Tracking
Based on 11 SuiteFiles reviews.
Allows businesses to track time spent on projects within the application.
Mobile Application
This feature was mentioned in 13 SuiteFiles reviews.
Provides a mobile application.
Multi-User Collaboration
This feature was mentioned in 23 SuiteFiles reviews.
Allows multiple users to collaborate on a single document and see edits in real-time
Real-Time Communication
Based on 23 SuiteFiles reviews.
Allows users to communicate in real-time via chat and comments within the document
Collaboration
Based on 29 SuiteFiles reviews.
Provide repository to collaborate on email, clients, jobs and tasks
Tasks
Based on 24 SuiteFiles reviews.
Create tasks and sub-tasks with assignee, status and due date
Version Control
This feature was mentioned in 24 SuiteFiles reviews.
Provide real-time access of files with the most updated versions
Administration (6)
User and Role Management
Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.
Policies and Controls
Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
Device Management
Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely.
Storage Limits
Administer storage limits by user or group
Storage Zones
Choose data center your files should be stored at
Security
Stores and transfers files in secure environment
Content (5)
Document Collaboration
17 reviewers of SuiteFiles have provided feedback on this feature.
Allows users to simultaneously collaborate on a document within the application.
Versioning
As reported in 14 SuiteFiles reviews.
Stores different versions of a document.
E-Signature
19 reviewers of SuiteFiles have provided feedback on this feature.
Allows users to provide an e-signature within the platform.
File Request
This feature was mentioned in 18 SuiteFiles reviews.
Allows businesses to request files from clients.
Feedback
This feature was mentioned in 16 SuiteFiles reviews.
Allows businesses to solicit feedback on projects or documents from clients.
Data Sources (3)
Software
This feature was mentioned in 19 SuiteFiles reviews.
Integrate with software such as ERP or CRM to use data for document generation
Spreadsheets
This feature was mentioned in 19 SuiteFiles reviews.
Allows users to generate documents using information from spreadsheets
Documents
As reported in 21 SuiteFiles reviews.
Ability to generate new documents using other documents in multiple formats
Generation (3)
Templates
20 reviewers of SuiteFiles have provided feedback on this feature.
Include templates for various types of documents such as invoices or quotes
Automation
Based on 20 SuiteFiles reviews.
Automate document generation based on customizable rules
Branding
18 reviewers of SuiteFiles have provided feedback on this feature.
Allow users to personalize documents for branding purposes
Delivery (3)
Workflow
Based on 17 SuiteFiles reviews.
Define and manage workflows for document distribution
Schedule
15 reviewers of SuiteFiles have provided feedback on this feature.
Create a schedule to deliver documents at predefined times
Batch
As reported in 13 SuiteFiles reviews.
Provide the ability to generate and deliver documents by batch
Integrate & Embed (3)
Calendar
14 reviewers of SuiteFiles have provided feedback on this feature.
Integrates with calendars to link relevant documents for meetings or appointments
Website
As reported in 16 SuiteFiles reviews.
Embeds live documents into websites
Applications
Based on 15 SuiteFiles reviews.
Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software
Edit & Revise (3)
Revision History
This feature was mentioned in 18 SuiteFiles reviews.
Tracks changes made to documents and access all revision history
Suggestion Mode
Based on 14 SuiteFiles reviews.
When reviewing documents, provides suggestions that can be accepted or rejected by the document owner
Document Editor
As reported in 24 SuiteFiles reviews.
Provides editing and proof-reading tools such as spell check and grammar check
File Types (3)
Export
Based on 24 SuiteFiles reviews.
Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format
Import
Based on 23 SuiteFiles reviews.
Imports documents in multiple file formats for editing
Web Publishing
This feature was mentioned in 15 SuiteFiles reviews.
Transforms a document into a web page and publish to the internet
Design (3)
Graphics
This feature was mentioned in 17 SuiteFiles reviews.
Ability to insert graphics, including photos, charts, drawings, graphs, etc.
Templates
This feature was mentioned in 23 SuiteFiles reviews.
Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc.
Themes
Based on 16 SuiteFiles reviews.
Offer various color themes which can be applied to the document
Operating System (3)
PC Operating System
This feature was mentioned in 20 SuiteFiles reviews.
Supports Microsoft Windows operating system
Mac Operating System
This feature was mentioned in 10 SuiteFiles reviews.
Supports macOS operating system
Linux Operating System
As reported in 10 SuiteFiles reviews.
Supports Linux operating system
Communication (3)
Client Portals
This feature was mentioned in 30 SuiteFiles reviews.
Provide portals for customers to communicate with accountants
Automation
29 reviewers of SuiteFiles have provided feedback on this feature.
Automate client requests and reminders
Consolidation
As reported in 25 SuiteFiles reviews.
Consolidate communication between accountants and clients
Onboarding (3)
Templates
Based on 34 SuiteFiles reviews.
Standardize the onboarding process with templates
Checklists
Based on 22 SuiteFiles reviews.
Assing tasks and checklists to new clients
New Client
This feature was mentioned in 28 SuiteFiles reviews.
Create new client in system once propsal is accepted
Visibility (5)
Job Status
Based on 20 SuiteFiles reviews.
Know where every job stands, who’s working on what, and what’s being said to clients
File Organization
Based on 35 SuiteFiles reviews.
Share, save, and organize files
Audit Trail
Based on 28 SuiteFiles reviews.
Provide a detailed audit trail
Notifications
As reported in 29 SuiteFiles reviews.
Receive real-time notifications via email and/or IM about new assignments, updates, and due dates
Integrations
This feature was mentioned in 33 SuiteFiles reviews.
Manage integrations for accounting, project management, email, data integration, or similar platforms
Generative AI (2)
AI Text Summarization
10 reviewers of SuiteFiles have provided feedback on this feature.
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Accounting Practice Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Cloud Content Collaboration (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - E-Signature (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Document Creation (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Document Generation (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input

