SuiteFiles

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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 in Airlines/Aviation
AA
Verified User in Airlines/Aviation
Small-Business (50 or fewer emp.)
02/13/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Fantastic addition to the Stack

SuiteFiles has been a great addition to my business. It provides my document management system, my electronic signing, allows for easy creation of templates and integrates in Xero XPM perfectly to pick up client details as requested. Support have always been fantastic to deal with and helped greatly in the implementation and integration of the software into my systems, while dealing with a not overly tech savvy individual at my end. Suitefiles forms an important part of my business and is used daily to ensure my digital records are kept in order. Would highly recommend this product to others seeking a cost effective package.
BW
Benita W.
PartnerSmall-Business (50 or fewer emp.)
02/13/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

SuiteFiles saves time, great process for signing documents

SuiteFiles has been extremely easy for everyone to use. Initial implementation was fast and didn't cause any disruption to our business. We use SuiteFiles on a daily basis. Clients are finding the signing of documents to be so easy and fast, love the way the signed documents automatically appear back in the right folders. The connected folders are much easier for clients than our previous Client portal. The few times that we have required Customer Support the process has been fast and efficient. SuiteFiles makes filing documents a breeze. SuiteFiles integration with Xero and Outlook is great as is the ability to open Word and Excel documents from within the system. Template creation of documents and folders from within SuiteFiles saves so much time.
AQ
Angie Q.
Small-Business (50 or fewer emp.)
02/13/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Good but it could be better

Storing and sharing files is easy and accessible from anywhere. It is easy to use and very flexible

About

Contact

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