SuiteFiles - 2026 Pricing, Features, Reviews & Alternatives

SuiteFiles is a total document management system for busy professional services teams.  Ditch the admin and simplify your workflows by bringing all your document management needs into one platform: document creation, unlimited digital signing, secure client collaboration, document and email management, and more. Plus, integrate with your favorite apps – including Xero, Karbon, WorkflowMax, HubSpot, Microsoft 365, and QuickBooks Online – to save hours each week.

• Document management - SuiteFiles makes document management simple for you. This begins with the ability to create, edit, sign, and share documents all within SuiteFiles. You're also covered with document and email templates which you can auto-fill with client data. As you navigate through your files, you’ll be able to use SuiteFiles' intuitive folder system and advanced search settings to quickly locate whatever you’re after.
• Email, tasks & CRM integration - See all your files from within Outlook, auto-save emails, and easily attach documents from SuiteFiles. If you ever find yourself in a convoluted email thread, simply switch to SuiteFiles' task management tool to assign tasks and exchange details in the inbuilt chat. Want to see all your client information without juggling multiple applications? If you're using XPM or Workflow Max, SuiteFiles' integrations allow you to see all your client documents in a single view and use the information for more efficient automation.
• Connect & client sharing - Use SuiteFiles as your hub for client interactions by requesting signatures, files and feedback all within one place. Share folders with clients to collaborate on their important documents in real-time. Looking to exchange sensitive information? SuiteFiles' connect feature has all the security of a portal without the need to access an external application. Your clients can use their existing Xero or Google credentials to sign in, no need for new login details.
• Digital signing - Nobody likes scanning. Escape the clutches of the printer with SuiteFiles' digital signing feature. Whether you’re sending to one signee or 100, you’ll be able to set up and send out your document in under 30 seconds. For added security, enable two-factor authentication (2FA) on signatures and maintain a log of who’s viewed and signed your document.
• Secure storage - Enjoy enterprise-grade security without spending a fortune. SuiteFiles documents are kept safe in your own Microsoft environment, secure, and recoverable within Microsoft's leading-edge retention framework.
• Automation - SuiteFiles are always looking for ways to lighten your workload. This includes automatically saving emails into the appropriate folders and sending reminders to clients or colleagues with outstanding tasks. If you’re looking for ways to further streamline your practice, SuiteFiles integrates with accountancy apps such as AccountKit, ATO SmartDocs, ATOmate, and FuseWorks.

SuiteFiles supports the following languages:
English

No, SuiteFiles does not have an API available.