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.
One place to manage documents
Share, edit & collaborate with cloud document management
Share folders and files in the cloud without making copies and co-edit alongside colleagues on Word documents, Excel spreadsheets, or PowerPoint slides all at the same time.
Never lose work
Our cloud based document management system will auto-save your edits with the option to review version history and restore past copies as you like. Access documents offline and have them sync to the source.
Improve workflows with templated document generation
Document management automation
Set templates for standard documents, which populate with data from our integrations with Xero, Karbon, QuickBooks Online and more. Never manually type an engagement letter again!
Manage document templates
Organize your templates by categories such as letters, onboarding, and more for easy navigation. Upload pre-existing templates into SuiteFiles to get busy straight away!
Browse more time-saving tools
See SuiteFiles in action or find out more about what you can do.
Client portal
Send files out to be reviewed, and collaborate with clients on their documents in real-time. Request any file you need, and they’ll be uploaded directly into your chosen SuiteFiles location.
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.
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
