SuiteFiles

Show rating breakdown
66 reviews
  • 1 profiles
  • 8 categories
Average star rating
4.5
Serving customers since
2012

Profile Name

Star Rating

47
17
1
0
1

SuiteFiles Reviews

Review Filters
Profile Name
Star Rating
47
17
1
0
1
Verified User
G
Verified User
Small-Business (50 or fewer emp.)
08/27/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Effortless Document Management with Quick Client Interactions

I like SuiteFiles for its ease of use which makes my document management system very efficient. It keeps my files well organised and easy to share, providing a handy place for everyone in the business. The digital signing platform is pretty good, and it speeds up interactions with clients to get quick approvals. The initial setup was really good, and overall, it does everything I need it to.
Rajvir S.
RS
Rajvir S.
PartnerSmall-Business (50 or fewer emp.)
02/20/2025
Validated Reviewer
Review source: Organic

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

Suitefiles made our life so easy. We are using multiple apps - different for e-sign & document management. With the help of suite file we are lucky to reduce work load.
VO
Valerie O.
PrincipalSmall-Business (50 or fewer emp.)
02/03/2025
Validated Reviewer
Verified Current User
Review source: Organic

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

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 quickly so that we could benefit from all the features because we use it all the time.

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HQ Location:
Wellington, NZ

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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