Quicky & easy integration with Xero Practice Manager & Office 365.

Template setups allow you to automatically pre-fill data from XPM saving time & minimising errors.

Ability to search for documents at various levels. Review collected by and hosted on G2.com.

Desktop Outlook plugin slows down performance of the app.

Would be nice to be able to view all files saved under a client rather than having to open the subfolders individually. Review collected by and hosted on G2.com.

The Outlook and Sharepoint integration has been most valuable. The ease of setting up security permissions and creating folders make it very efficient for our team's paperless document management where shared access is essential. Review collected by and hosted on G2.com.

As we have imported significant data spanding 10+ years the searching of old data can be problematic at times. It just takes a little extra time. The ability to navigate in various ways does help. Review collected by and hosted on G2.com.

Cloud document management that's very intuitive and easy to use. Electronic signing is great. Email plug-in and OneDrive integration make it even better. Review collected by and hosted on G2.com.

More support hours for my time zone would be an improvement, but I haven't needed much support. It also requires a Microsoft 365 license that includes SharePoint. Review collected by and hosted on G2.com.

It's integration with Xero.

Templates, when we have these set up and all details correctly entered into XERO this will be great.

Signed documents automatically saving. Review collected by and hosted on G2.com.

We often find that there are glitches when loading the 'Groups' tab in our filing system.

Our finance arm cannot integrate with Xplan

We cannot rename emails when saving straight to Suitefiles.

We do not receive a pop-up asking if we want to save our emails to Suitefiles. Review collected by and hosted on G2.com.

SharePoint based file storage and a great user interface. Microsoft SharePoint storage means that we can integrate with other Microsoft apps and still get the great SuiteFiles experience. Support has been excellent so far. Review collected by and hosted on G2.com.

Lack of full integration with our current Accounting Practice Management Suite. We purchased SuiteFiles fully appreciating this fact so it was not a surprise. Review collected by and hosted on G2.com.

SuiteFiles has been a game-changer for my business. Being able to bring together different elements of everyday tasks and complete them in one place is fantastic. As a sole practitioner, I highly recommend it. Review collected by and hosted on G2.com.

There are of course small customisations I would like to see built out and I am sure that will come in time. The team are always taking on board suggestions. Support is always fast in responding to queries or issues raised. Review collected by and hosted on G2.com.

Keeps all our files well sorted, easy to find in a familiar structure. Saves time and helps with consistency by allowing us to set up document templates. Easy filing straight from outlook. Review collected by and hosted on G2.com.

There is nothing to dislike. SuiteFiles provides exactly the services it advertises. Review collected by and hosted on G2.com.

SuiteFiles allows me to easily interact with Sharepoint and my team so that our workflow is seamless Review collected by and hosted on G2.com.

Having to request assistance to add sub folders to all folders in a particular group. It would be great if we could do this ourselves. Review collected by and hosted on G2.com.

Greate document management solution especially for accounting firms who are using Xero practice manager. you can link your emails and document directly from outlook and create document templates and get clients to sign documents all using one system Review collected by and hosted on G2.com.

Not having HubSpot integration and the signing workflow could improve Review collected by and hosted on G2.com.