JG
Jason G.
Small-Business (50 or fewer emp.)
"Great for cloud based practices"
4.5/5
What do you like best about SuiteFiles?

We were already using a cloud based document management system however Suitefiles has greater functionality for what we needed. Document signing and tracking were an important feature which we lacked with our previous provider. The transition was smooth and relatively stress free. With all changeovers there are inefficiencies experienced, however there turned out to be a lot less downtime than what we expected. Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

There is a lag between saving documents and files which is more of a niggle, than an issue as the lag is less than the previous software we were using. The support can be frustrating as well if you are urgently trying to complete work, but have to wait up to 24 hours for a response. Seems standard with most software providers. Review collected by and hosted on G2.com.

Michelle M.
MM
Michelle M.
Tax Agents
Small-Business (50 or fewer emp.)
"A Great Document Manager and Document Signing software for us."
5/5
What do you like best about SuiteFiles?

We had prevoiusly used dropbox and Suite Files was able to use the same file folders with each client.

The document signing is great that it automaictally saved the signed document into the clients folder.

We are still quite new at using Suitefiles so are still learning all the great features like the Templates.

I like that we can automatically send emails to the client folders as well.

The help from the team at SUitefiles has been great. Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

I would like it to be able to sync to my external hard drive so I always have a copy that is not just in the cloud.

Sometimes when the emails try to find the client it can be quite slow. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"One place for all our data and emails."
5/5
What do you like best about SuiteFiles?

It allows us to keep all our data on cloud with easy access. Our emails are also syncronised and easily stored. Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

There is nothing as such. It's pretty good. Review collected by and hosted on G2.com.

CM
Cameron M.
Small-Business (50 or fewer emp.)
"SuiteFiles has helped our firm transition to the cloud"
4.5/5
What do you like best about SuiteFiles?

SuiteFiles is so easy to use and has made our transition from a local server firm to a fully cloud-based firm a breeze! The implementation and data transfer process was relatively painless (even if it took a little longer than expected), and the guys from SuiteFiles were by our side every step to ensure we could get the most out of the product.

We love its flexibility, from setting our filing system and rules that make sense to our firm and team to using the global search function to search for documents quickly and easily.

The integration with XPM was a selling point for our firm compared to other providers. This is one feature we love, and it greatly contributed to our decision to use Suite Files. Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

The formatting when previewing emails in the web browser (especially not being able to see any attachments without downloading the original email) is a bit of an issue.

However, the worst issue arises when you have two clients with the same name. You need to use a work around that solution that is not ideal, and you can only link one client through XPM - you essentially have to choose who is your favourite! Review collected by and hosted on G2.com.

Allisa I.
AI
Allisa I.
Client Manager/Chartered Accountant
Small-Business (50 or fewer emp.)
"Easy transition, great solution for our business"
5/5
What do you like best about SuiteFiles?

SuiteFiles is easy to use, and has a broad functionality without compromising on flexibilty. Integration with our other systems (mainly XPM) means we've got firm-wide consistency in our files. Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

No downsides that we have found yet, after using a few months. Review collected by and hosted on G2.com.

CP
Chris P.
Small-Business (50 or fewer emp.)
"Very good document storage and electronic signing"
4.5/5
What do you like best about SuiteFiles?

Electronic signing facility and storage capacity Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

When copying files I need to refresh page to access documents Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Effective Document Management System"
4/5
What do you like best about SuiteFiles?

It was able to replicate our previous system. Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

Response times have become slower in recent times Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Suitefiles is a convenient way to store, access and organise files"
4/5
What do you like best about SuiteFiles?

Having the ability to preview files within suitefiles due to the integration of microsoft apps Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

The feature to edit a document within suitefiles and not having to open the dedicated app is not as smooth as it could be. Sometimes the changes will not save, or willl need to be refreshed etc. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Easy to use and functional"
5/5
What do you like best about SuiteFiles?

We use SuiteFiles every day and multiple times a day. It's always easy to access files and create new folders. It makes things easier when the whole team knows we will be able to find the documents we need.

I also really enjoy the favourites list and being able to easily get to the documents I use a lot. Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

I would like integration with email to be easier Review collected by and hosted on G2.com.

MG
Michael G.
Small-Business (50 or fewer emp.)
"Great Document Management system"
5/5
What do you like best about SuiteFiles?

I like how easy the system integrates with Office 365 and Xero Practice Manager. The template system makes letters, emails and spreadsheets simple and consistent to create across the whole team, with standard client information pre-populated straight from the Xero Practice Manager CRM. Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

The integration with the desktop version of Outlook is quite large and so it can slow down the performance of Outlook. This is not a huge issue, and we found as long as our laptop and desktop processors were up to date, the performance of the Outlook app works without any issues. Review collected by and hosted on G2.com.