Exclusive Offer For CalCPA Members
All your accounting workspace needs, one unified platform
SuiteFiles has partnered with CalCPA to bring world-class document management, secure client communication, and impactful integrations to CalCPA members, all in one powerful platform.
Get a complimentary Super Charged Onboarding package worth $1,500 when you sign up.
Exclusive offer for CalCPA members
Get a complimentary Super Charged Onboarding package worth $1,500 when you sign up.
Configuration
SuiteFiles platform configured to suit the needs of your business, including custom branding for client communications.
Apps
Integrate SuiteFiles with Chrome, Outlook, and OneDrive for up to three users, enhancing your team’s productivity.
Templates
Get started with a 30-minute planning session to streamline your operations, including two custom templates each for folders, documents, and emails.
SuiteFiles Connect
Help with setting up SuiteFiles Connect client portal folders for seamless client interactions across all accounts.
Training
Migration
Receive a tailored migration plan that supports the seamless transition of your data to SuiteFiles.
See how a document-centric digital workspace helps firms like yours.
SuiteFiles is definitely a time and a cost-saving tool, but most importantly, it’s peace of mind that we have everything in place.”
Copper Ledger
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