G2

Verified User in Accounting

Small-Business (50 or fewer emp.)

9/2/2026

"Seamless Document Management with Powerful Outlook and XPM Integration"

4/5

Describe the project or task SuiteFiles helped with:

See previous Review collected by and hosted on G2.com.

What do you like best about SuiteFiles?

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. Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

The main weakness is performance. SuiteFiles can sometimes be frustratingly slow, particularly when working in it throughout the day. This is probably our biggest criticism of an otherwise very good platform.

The new beta version appears to be an improvement in this respect. We haven't moved over to it completely yet, but our experience so far suggests that SuiteFiles is heading in the right direction. Review collected by and hosted on G2.com.

Recommendations to others considering SuiteFiles:

See previous Review collected by and hosted on G2.com.

What problems is SuiteFiles solving and how is that benefiting you?

See previous Review collected by and hosted on G2.com.