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SuiteFiles

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65 reviews
  • 1 profiles
  • 7 categories
Average star rating
4.5
Serving customers since
2012

Profile Name

Star Rating

47
16
1
0
1

SuiteFiles Reviews

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Profile Name
Star Rating
47
16
1
0
1
KF G.
KG
KF G.
09/03/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Access Files Anywhere with Convenient Online Saving

Saving files online and can access from anywhere in the world It is expensive software, especially when the company is growing. It is good value for smaller teams but can get too costly to have for a medium to larger team
Cynthia F.
CF
Cynthia F.
Director at Forbes Audit
09/03/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Easy Document Management, Needs PDF Stamping Feature

I like how SuiteFiles allows signing of documents easily and also the storage of signed documents when they come back. It's easy to use, and having a business adviser like Drew in good contact with us is really beneficial. Having someone responsive to contact makes problem resolution straightforward.
Verified User in Accounting
UA
Verified User in Accounting
09/02/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Seamless Document Management with Powerful Outlook and XPM Integration

SuiteFiles makes document management seamless and largely painless. Its Outlook integration is particularly useful and has significantly improved the efficiency of our day-to-day workflows. One of the strongest features for us is the ability to create email and document templates that automatically populate with information from Xero Practice Manager (XPM). This saves a considerable amount of time and reduces repetitive administrative work. The integration with XPM is also excellent. Our jobs are created and maintained in XPM and synchronised with SuiteFiles, allowing the document management side of the workflow to sit naturally alongside our practice management system. We also use SuiteFiles' document signing functionality extensively. It has become an integral part of how we operate, and we would find it difficult to go back to managing document signing separately.

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HQ Location:
Wellington, NZ

Social

@SuiteFiles

What is SuiteFiles?

SuiteFiles is an intelligent workspace built for how accounting and professional service firms actually get work done. We bring documents, email, client collaboration, and workflows into one system—so your team spends less time managing tools and more time delivering finished, client-ready work. Deeply integrated with Microsoft 365, Xero, Karbon, and more, SuiteFiles is the system underneath the firm.

Details

Year Founded
2012