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SuiteFiles Reviews & Product Details

SuiteFiles is an intelligent workspace solution specifically designed for professional service firms, aimed at streamlining the way teams manage their documents and client interactions. This comprehensive platform integrates various essential functions such as document creation, review, approval, client collaboration, and digital signing into a single, cohesive system. By eliminating the need to juggle multiple folders, emails, and manual follow-ups, SuiteFiles provides a structured environment that enhances productivity and ensures that work is completed efficiently. The target audience for SuiteFiles includes a wide range of professional service firms, such as law offices, accounting firms, and consultancy agencies, which often deal with extensive documentation and client communications. These firms require a solution that not only organizes their workflow but also fosters collaboration among team members and clients. SuiteFiles addresses these needs by creating a centralized workspace where all relevant documents, conversations, and approvals are easily accessible, thereby reducing the likelihood of important information being overlooked or lost. Key features of SuiteFiles include its seamless integration with widely-used tools such as Microsoft 365, Xero, Karbon, WorkflowMax, HubSpot, and QuickBooks Online. This compatibility allows firms to enhance their existing tech stack rather than complicate it with additional software. By connecting these tools, SuiteFiles helps to create a more efficient workflow, enabling users to manage their tasks and client interactions without the hassle of switching between different applications. The benefits of using SuiteFiles extend beyond mere organization; it empowers professional service firms to focus on their core competencies by minimizing busy work. With everything living in context, teams can spend less time chasing down documents or coordinating approvals and more time on delivering quality service to their clients. The platform promotes clarity and control, ensuring that all team members are on the same page and that client confidence is maintained throughout the process. In essence, SuiteFiles is designed for firms that prioritize efficiency and client satisfaction. By providing an intelligent workspace that consolidates essential functions and integrates with existing tools, it enables professional service firms to work smarter, not harder, ultimately leading to more finished work and enhanced client relationships.

Product Website

Seller

SuiteFiles

Discussions

SuiteFiles Community

Languages Supported

English

Overview by

Christine Butchko

Pricing

Pricing provided by SuiteFiles.

Super Suite for Enterprise

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SuiteFiles Integrations

(9)

Verified by SuiteFiles

SuiteFiles Media

Have everything signed digitally - Set up documents to be populated and signed in a few clicks. Choose where you want people to sign, add notes where needed, and send signing requests directly to their inbox.

SuiteFiles integrates deeply with Microsoft 365, so you can use staples like Excel and Word while automatically saving your files into the cloud. Between SuiteFiles and Outlook you’ll be able to save, rename and even template your emails as you please.

Securely share and request files - SuiteFiles Connect has all the security of a client portal without the need to access an external application to exchange sensitive documents.

With full text search, your search results will include files that contain your search words even if they’re not in the file name itself! Plus, you can use our filters to narrow your search results (e.g. filter to see Excel files only).

SuiteFiles Demo - Integrations - XPM, Karbon, QuickBooks Online, and more

Xero Practice Manager makes managing your client data and jobs effortless. Use our two-way integration to automatically create client folders and save time. For example, your XPM client data can auto-populate any templated document you have in SuiteFiles. The same depth of integration exists betw...

Empower your team with secure and scalable digital workspace software. Our dynamic document management tools, powerful full-text search, and accelerated workflows are specially designed to elevate the daily operations of your firm.

Official Downloads

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Valerie O.

Principal

Small-Business (50 or fewer emp.)

2/3/2025

"Easy to onboard, friendly assistance from staff, a great solution to our needs"

4/5

What do you like best about SuiteFiles?

I like the ability to file emails directly into our folder structure, so that nothing gets lost over time. In our industry being able to go back to "prove" actions taken is imperative. I was finding just filing emails in Outlook doesn't provide enough reliability for this purpose. I was also really happy that there are multiple functions which we use - signatures is another important function. Creating the client "portal" of shared documents is great too. Provides a secure place for both us and our clients. And the support is great - reliable, quick. We were able to implement Suitefiles in our practice quicly so that we could benefit from all the features because we use it all the time. Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

Having to learn a new system. Not being able to send multiple attachments in shared emails. Not being able to include my email signature. But these things will change. Review collected by and hosted on G2.com.

Sue T.

Boss

Small-Business (50 or fewer emp.)

9/19/2024

"System that's easy to use and improves efficiencies!"

5/5

What do you like best about SuiteFiles?

Due to several staff members working on the one job Suitefiles has made things so much more efficient. Having everything in one place is excellent.

Document signing and saving emails easily per job is a game changer Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

The drag and drop is a great feature however having to save the file externally to upload is a bit of a work around. However, being relatively new to Suitefiles there might very well be a way to do this that we are yet to find. Review collected by and hosted on G2.com.

Rajvir S.

Partner

Small-Business (50 or fewer emp.)

2/19/2025

"User Friendly, E-sign, Autosaving file from CAS360 and other integrated apps"

5/5

What do you like best about SuiteFiles?

Suitefiles made our life so easy. We are usining multiple apps - different for e sign & document management. With the help of suite file we are lucky to reduce work load. Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

We love suite files and don't think there is any negative for our team. Review collected by and hosted on G2.com.

Madeleine M.

Practice Manager

Small-Business (50 or fewer emp.)

11/21/2024

"Efficiency Made Easy"

2.5/5

What do you like best about SuiteFiles?

SuiteFiles has allowed staff in our office to work on documents collaboratively alongside clients. It has given us one source of truth. And we now have quick, easy access to all correspondence with the client. It has also made editing and reordering of documents easier. Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

Can be a bit chunky at times in how you access documents. Review collected by and hosted on G2.com.

Julie M.

Small-Business (50 or fewer emp.)

2/14/2024

"Suite Files is a good file management system"

4.5/5

What do you like best about SuiteFiles?

The templates, the addons, the responsiveness of the staff, the ease of use, the possibility to archive files, the search function, the fact the developpers are improving the tool. Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

Sometimes, the fact it is online based is not practical (better though with the One Drive addon). We had Dropbox before and there was still a physical copy in the hard drive, which you can work on even offline, and which will synchronise when online. I just installed Suite Files One Drive add which acts the same as far as I can tell, but I haven't used it long enough yet. What I can see is that the One Drive add on does not differentiate between archived and current folders.

I would welcome the option to add links to my email text when sending a pdf for esigning.

The upload function when copying a physical file to Suite Files is not always very efficient. I noticed for example that if there is a special character in the file name, the upload will just freeze. I work with French citizens mostly, and their name often contain special characters and that issue hasn't made my life very easy! Review collected by and hosted on G2.com.

What problems is SuiteFiles solving and how is that benefiting you?

I work foran Immigration practice and we need to keep track of our files to fulfill our obligation to delete the client files after some time. Suite Files allow us to search by year and delete all the files pertaining to the specific year. This was the primary reason for switching to Suite Files, however I discovered added bonuses, such as the template function, which works great for me and saves me lots of time. Review collected by and hosted on G2.com.

Benita W.

Small-Business (50 or fewer emp.)

2/13/2024

"SuiteFiles saves time, great process for signing documents"

5/5

What do you like best about SuiteFiles?

SuiteFiles has been extremely easy for everyone to use. Initial implementation was fast and didn't cause any disruption to our business. We use SuiteFiles on a daily basis. Clients are finding the signing of documents to be so easy and fast, love the way the signed documents automatically appear back in the right folders. The connected folders are much easier for clients than our previous Client portal. The few times that we have required Customer Support the process has been fast and efficient. SuiteFiles makes filing documents a breeze. SuiteFiles integration with Xero and Outlook is great as is the ability to open Word and Excel documents from within the system. Template creation of documents and folders from within SuiteFiles saves so much time. Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

SuiteFiles can't be accessed from a IOS device so if I'm travelling I still need to take my laptop with me to be able to access files, currently it is the only software we use that I can't use on my ipad. Review collected by and hosted on G2.com.

Paul M.

Small-Business (50 or fewer emp.)

2/9/2024

"One Stop Shop for All Document Management Needs"

5/5

What do you like best about SuiteFiles?

SuiteFiles provides a great web-based interface to SharePoint. It also integrates nicely with Microsoft365, in particular OneDrive and Outlook. I can enable a client portal for easy exchange of documents with my clients and create documents for secure digital signing. From Outlook we can save emails into client files so that the whole team can be across whatever we are discussing with our client and pick up where the last person left off - very useful if someone is away sick and they need someone else to continue dealing with an urgent request from a client. SuiteFiles will also integrate with a number of industry standard systems that Chartered Accountants use every day in addition to Microsoft365 such as Xero, CCH iFirm, MYOB and APS. We really like the way we can attach files to the CCH Business Fitness client workpapers. Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

OneDrive integration is excellent but changes are made and saved locally on your machine and can take a few minutes to update to your SharePoint site, while files uploaded via the web browser interface update immediately. We can also see Archived files in the OneDrive integration which can lead to confusion at times. These are really Microsoft/OneDrive issues and not a SuiteFiles issues. Hopefully they will be addressed in time. Review collected by and hosted on G2.com.

Kelly S.

Small-Business (50 or fewer emp.)

2/8/2024

"SuiteFiles is Amazing"

4.5/5

What do you like best about SuiteFiles?

SuiteFiles is very user friendly which was wonderful for our firm because it is always hard to onboard team members who are reluctant to learn new apps.

SuiteFiles are always looking to add value to their product and we have seen a lot of positive additions since first onboarding 7 years ago.

We have full functionality of SuiteFiles however we are not using it to it's full potential only because I haven't taken the time to learn and teach our team members. This will be a goal of mine to complete in 2024.

We highly recommend SuiteFiles to any Business looking at cloud storage, business/client portal etc. Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

I currently cannot think of any downsides to SuiteFiles. The only down side for me is making time to learn to utilize all aspect of the product. Review collected by and hosted on G2.com.

Scott R.

Small-Business (50 or fewer emp.)

2/14/2024

"Fast and Efficient"

5/5

What do you like best about SuiteFiles?

SuiteFiles integration with email to make it seemless to save client files to their folders or draft emails with templates and attachments. It makes the process of gathering and saving documentation a breeze. Suitefiles also makes it easy to enable clients to upload docs to a sharedfile straight to where you want the files. Along with an online digital signing system that automatically files the signed docs to the clients folder. Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

Currently not able to make templates for forms for clients to complete and sign. While you can add text boxes to forms for clients to fill in and sign, the text boxes have to be added each time and can't be saved as a template. Review collected by and hosted on G2.com.

Verified User in Airlines/Aviation

Small-Business (50 or fewer emp.)

2/13/2024

"Fantastic addition to the Stack"

5/5

What do you like best about SuiteFiles?

SuiteFiles has been a great addition to my business. It provides my document managment system, my electronic signing, allows for easy creation of templates and integrates in Xero XPM perfectly to pick up client details as requested. Support have always been fantastic to deal with and helped greatly in the implemetation and integration of the software into my systems, while dealing with a not overly tech savvy individual at my end. Suitefiles forms an important part of my business and is used daily to ensure my digital records are kept in order. Would highly recommend this product to others seeking a cost effective package. Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

Probably my only downside, which can also be an upside, is that being in Western Australia, we are often hours behind the rest fo the country, in busy times this can be great because I can start my day super early and have support help dealt with before standard work hours, but it can also be a bit of a pain if something happens late in the day our time as its after hours for the rest of the country, this is something we are somewhat used to in WA anyway so not a huge problem. Review collected by and hosted on G2.com.

What problems is SuiteFiles solving and how is that benefiting you?

SuiteFiles was chosen primarily as my document management system, the ability to file emails and integrate to my existing M365 subscription were a big bonus.

I loved the ability to create a template in SuiteFiles and then 'apply' it to a client, and with the integration into Xero it can retrieve details like Names and Addresses meaning less manual keying for me.

From there I learned of the client portal and E-Signature which is such an important thing in todays environment. I have heard no complaints from clients so I can only assume this is a seamless process their end. The ability to merge PDF documents in SuiteFiles eliminated my need to a second subscription I was holding for this purpose. Review collected by and hosted on G2.com.