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.

I like how SuiteFiles is cloud-based, which means we can access all our documents from multiple venues or sites. It's solved the issue of sharing documents in one single place and made it easy to transfer documents from various devices like a local PC, laptop, or iPad. I find the drag-and-drop features easy to use and appreciate the quick refresh times. The email integration is great for quickly sending information to clients. SuiteFiles makes preparing and sending emails with Outlook much quicker and easier than our previous methods. The initial setup was very simple, and the staff at SuiteFiles made the transition smooth.

The drag-and-drop interface saves me hours each week as does the integrated electronic signing. The Shared folder provides security via password protection