Compare SuiteFiles and FYI Docs
SuiteFiles is a secure and scalable digital workspace designed to manage your client documents, communicate with your team, and deliver a top-tier client experience.
Emails
Centralised Email Storage
Document Management within Outlook
Email Templates
Email Attachments
Automatic Email Threading
Save emails to system
Smart auto-save rules
Documents
Centralised Storage of All Document Types
Integration with Microsoft Office
Document Templates
Commenting/Notes
Document Preview Feature
Co-edit in real time in document
Auto-save
Convert to PDF
PDF annotations
PDF stamps
PDF Collation
Document Signing
Document Branding
Archive, Backup version history? (SharePoint)
Offline access via OneDrive
Search and retrieval
Full Text Search
Cabinet Security
Cloud Storage of All Document Types
Dynamic Search
Search/Filter
Starred Documents
Favourites
Drag & Drop
Clients
Sync with Practice Management Software
Unique client portals
Client Tasks and auto-reminders
Message Templates
In-app document signing
Centralized scanning area
Dedicated location for scans with custom email address
Folder templates
Folder Heirarchy (no metadata)
Single sign on
Tasks and comments
Create Tasks
Custom Task Views
Comments
Notifications
Integrated task manager
Filter by status or due date
Approval Tasks
Notifications when tasks are assigned or completed
Integrations
Xero Practice Manager
Quickbooks Online
Microsoft365
Karbon
WorkflowMax
FuseDocs
GreatSoft
Reckon APS Practice Manager
Work Guru
ATO Mate & ATO SmartDocs
AccountKit
BGL Cas 360
Notud
Karbon
Microsoft365 Apps? (at least Outlook)
Why firms choose SuiteFiles over FYI Docs
Full data ownership.
FYI Docs requires you to use a 3rd party tool to bring your data into their system. If you ever choose to offboard, you’ll lose access to all your files, folders, and structures. SuiteFiles works directly with Office365 and SharePoint, allowing your team to work directly with your existing files, folders and structures from day one.
One single source of truth for your client information.
FYI Docs is great for storing client documents and files. SuiteFiles goes beyond that – serving as a single source of truth for all of your client data. When your clients use SuiteFiles, they can access their documents at any time and can upload, review, and sign important files all in their client portals. You can remove endless emails back and forth with clients once and for all.
Get up and running today.
Unlike FYI Docs which requires you to leverage external apps for additional features like digital signing and multi-editing, SuiteFiles has this functionality baked in already. SuiteFiles uses the familiarity of Microsoft365 to create a easy-to-use experience for your team.
Getting started
Book now for a no-pressure, personalized demo with one of our team. They’ll take the time to understand your current digital workspace setup and anything you’d like to change.
