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!
Integrated task management to work efficiently with your team
Faster approval processes
SuiteFiles’ task management features allow you to send review-ready documents directly to colleagues along with a subject line and due date. Once reviewed, they can mark as approved to get your work in the hands of clients quicker.
Action feedback
Our task management software enables you to easily exchange details over SuiteFiles’ in-built chat and gather feedback directly within the document itself. No need to go searching through emails or direct messages, every task sent comes with context and collected feedback.
Track project and task progress
Stay on top of your to-do list
Employee and client task management to oversee all your tasks, as well as any you’ve sent to colleagues or clients. Filter your to-do’s by status, due date, sent to/by, and more to prioritize the big jobs and prevent bottlenecks.
Track & notify
Task management within SuiteFiles allows you to track tasks from creation to completion! Plus, receive an email notification when your collaborators mark your task as done.
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.
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.
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
