Our integration with Xero helps you look after clients by filing their documents into an easily navigable folder structure, ensuring one source of truth for your client data. Exchange sensitive documents using SuiteFiles Connect client portal and don’t worry about setting unique login credentials for clients, they can access Connect using their Xero details.

SuiteFiles brings additional document management capabilities to Karbon's leading practice management software. Establish a single source of truth with contact and organization data from Karbon available for use in SuiteFiles features including document and email templates, the Connect client portal and digital signing. Enjoy smoother workflows covering everything from onboarding clients, gathering signatures and submitting documents.

SuiteFiles integrates deeply with Microsoft 365, allowing you to use staples like Excel and Word while automatically saving your files into the cloud with complete version histories. Between SuiteFiles and Outlook you’ll be able to save, rename and even template your emails as you please, giving you full control of your email management.

Tailor SuiteFiles to the needs of your business by integrating with a host of apps which span everything from processing ATO documentation to automating day-to-day compliance tasks.