Client Document Portals
Send files out to be reviewed and collaborate with clients on their documents. Request any file you need with our client collaboration portal, and it’ll be uploaded directly into your chosen SuiteFiles location.
Share and request files securely
SuiteFiles Connect
SuiteFiles Connect has all the security of a client document portal without the need to access an external application. Exchange sensitive documents and receive notifications as files are uploaded.
Single sign-on
Clients can use logins from Xero or Google for easy access to Connect or create their own SuiteFiles Connect account.
Document sharing portal to stay up-to-date with clients
Co-edit files
Customize permissions to collaborate with clients on their documents, create comments, and go back and forth without leaving your file.
Easily maintain shared files in our client collaboration portal
Save live documents to your client folders — no need to sort through copies and risk sourcing outdated information.
Celebrate your brand
Unmistakably yours
With Connect Portal Branding, you can infuse your Connect client portal with the essence of your brand. From your logo to your signature brand colors, make every interaction within your portal a testament to your unique identity.
Browse more time-saving tools
Document management
Store and edit all of your files in one place using SuiteFiles’ cloud based document management system. Create document templates and automatically save documents into SuiteFiles from a number of sources.
Task management
Send tasks to colleagues for an easy follow-up process. Request changes to a document, an upload, or a simple task, then instant message within SuiteFiles. Have your colleagues click complete when done!
Secure storage
Manage all of your permissions to grant access to certain folders and features and easily restore past versions of documents. SuiteFiles documents are kept safe in your own Microsoft environment, secure, and recoverable within Microsoft’s leading-edge retention framework.
See SuiteFiles in action or find out more about what you can do.
Document retrieval
SuiteFiles document retrieval with full text search by keyword allows you to locate any document and search by file type.
Email management
Create templates for standard emails (incl. attachments), drag and drop files from SuiteFiles, and auto save your emails.
Digital signing
Prepare documents for signing, send them directly to signatories, and be notified when they’re completed. Simplify the signing process with notes for more context and checkboxes to draw attention to important sections of your document.
PDF tools
Review and customize PDFs in SuiteFiles without juggling several applications. Annotate areas of interest, simply jot something down, or merge PDFs to save time compiling them.
99.6% of our clients stay with us for years. Here’s why…
SuiteFiles saves us hundreds of hours each year and 80% of our previous document management costs.
Marius Fourie
North Advisory
Simply put – SuiteFiles is awesome.
Hamish Mexted
Convex Accounting
All I need to do is choose my template, click confirm and I’ve got the next five financial years worth of folders for…
Anthony De Filippis
Amplify 11
Clients really like the fact that it’s a secure space where they can transfer documents back and forth.
Kimberly McLaren
Kimberly McLaren CPA
Everyone loves using it and we get the same feedback when people come into the firm.
Ben Roberts
Roberts Cowling
SuiteFiles takes the worry from our former mishmash of solutions and lets us go and do what we do well.
Warwick Jackson
Fox Group
