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
SR
Scott R.
Small-Business (50 or fewer emp.)
02/14/2024
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Fast and Efficient

SuiteFiles integration with email to make it seamless to save client files to their folders or draft emails with templates and attachments. It makes the process of gathering and saving documentation a breeze. SuiteFiles also makes it easy to enable clients to upload docs to a shared file straight to where you want the files. Along with an online digital signing system that automatically files the signed docs to the client's folder.
JM
Julie M.
Small-Business (50 or fewer emp.)
02/14/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Suite Files is a good file management system

The templates, the addons, the responsiveness of the staff, the ease of use, the possibility to archive files, the search function, the fact the developers are improving the tool.
Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
02/14/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Good, but not great

the integration with emails is good when it works, and the document signing is also good.

About

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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