SuiteFiles
Cloud-based document management for accountants.
Overview
SuiteFiles is a cloud-based document management and client portal solution designed specifically for accounting firms. It leverages the Microsoft 365 ecosystem (SharePoint, Outlook, Teams) to provide a familiar and powerful platform for file management, collaboration, and client communication.
✨ Key Features
- Document Management on SharePoint
- Client Portal
- Email Management in Outlook
- Task & Workflow Automation
- E-Signatures
- Template Library
🎯 Key Differentiators
- Deep integration with Microsoft 365
- Built specifically for the needs of accountants
- Combines document management, client portal, and workflow
Unique Value: SuiteFiles leverages your existing Microsoft 365 investment to provide a powerful and familiar document management and client portal solution tailored for accountants.
🎯 Use Cases (4)
✅ Best For
- Creating a single source of truth for all client documents, accessible from anywhere.
- Integrating with Xero Practice Manager to link documents to specific jobs and clients.
- Using the Outlook add-in to save important client emails and attachments directly to the DMS.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that are not invested in the Microsoft 365 ecosystem.
🏆 Alternatives
Offers a more user-friendly and accounting-specific interface than using SharePoint alone. It provides deeper integration with Microsoft products than other document management systems.
💻 Platforms
✅ Offline Mode Available
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Super Suite tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
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