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Manage, edit, share & sign documents - your way.

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SuiteFiles Pricing, Features, Reviews and Alternatives

SuiteFiles FAQs

Q. What type of pricing plans does SuiteFiles offer?

SuiteFiles has the following pricing plans:
Starting from: $45.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of SuiteFiles?

SuiteFiles has the following typical customers:
Small Business


Q. What languages does SuiteFiles support?

SuiteFiles supports the following languages:
English


Q. Does SuiteFiles offer an API?

No, SuiteFiles does not have an API available.


Q. What other apps does SuiteFiles integrate with?

SuiteFiles integrates with the following applications:
WorkflowMax, Microsoft 365, Xero


Q. What level of support does SuiteFiles offer?

SuiteFiles offers the following support options:
Email/Help Desk, Knowledge Base, FAQs/Forum

SuiteFiles product overview

Price starts from

45

/user

Per month

What is SuiteFiles?

Document creation, collaboration, and signing all in one spot. SuiteFiles is powerful — yet simple — document management software for accounting and professional services firms. Our workflows are exactly what small to mid-sized firms need to grow along with their clients. We back your daily activities, integrating with Xero, Karbon, QuickBooks Online, Microsoft 365, and more.

Key benefits of using SuiteFiles

• 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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Knowledge Base
FAQs/Forum

Training options

Webinars
Documentation
Videos
Live Online

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Why am I seeing this?

SuiteFiles pricing information

Value for money

4.7

/5

49

Starting from

45

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

SuiteFiles features

Functionality

4.6

/5

49

Total features

43

3 categories

Most valued features by users

Collaboration Tools
Access Controls/Permissions
Alerts/Notifications
Third-Party Integrations
Search/Filter
Document Management
File Sharing
Document Storage

SuiteFiles users reviews

Overall Rating

4.8

/5

49

Positive reviews

96

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.24/10
Rating distribution

5

4

3

2

1

40

7

2

0

0

Pros
Fantastic, all enquiries have been answered in a timely fashion which I am very grateful for. Time is money as they say and when you face a problem having an answer quickly is hugely important.
Really happy with it as a product very little downtime and very helpful and responsive to support issues.
The team at SuiteFiles are amazing; so helpful. SuiteFiles has saved me hours and hours of time over the years.
Cons
Upgrade of system, need to upgrade all users, rather than individuals (Prefer to Upgrade Management team only), few error codes, titling of emails can be frustrating.
Only a few days were files don't create properly but that has been a SuiteFiles error and not a day to day issue.
I can't think of a single thing we dislike about this software.
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Julie M.

Accounting, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Suitefiles is a game changer for our practice

Reviewed a year ago

The ability to drag and drop files into the web version or the drive version. The ability to save directly to the drive. The ease of finding documents. The ease of email templates, the ease of signing and getting signatures. There is nothing to not love about Suitefiles.

Pros

I have moved 2 separate practices from 2 different document/accounting systems. Moved from Handisoft first time and moved from AE document management system. Easy to use, integrates exceptionally well with Xero. Storage is excellent and never lags when looking for information.

Cons

Having to click on the signing tag every time you want to put a signing field into a document. Just once would be great. Choose the signer and add to wherever signing is required.

BS
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Bobby S.

Accounting, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

SF review

Reviewed a year ago

overall it is a great software and is easy to use, updates when done sometimes they dont have other things work, which i have made mention to support that when these updates occur further testing required in the test system so that when goes live things dont break down, also it takes a lot of time to fix once known to support

Pros

ease of access to client files, ease to drag and drop from external sources,

Cons

support takes time to get back to us with a fix - sometimes warranted and sometimes should be a quick fix, support at times dont understand the problem so have to do a lot of screenshotting back and forth so the IT team understand the issue

SK
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Stephen K.

Accounting, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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Suitefiles, good for what it does but not perfect

Reviewed a year ago

Overall the software is good and integrates with a range of softwares however there are just a few small functionality improvements to do with the suitefiles drive function and pdf management that would really make this a useful software.

Pros

I like the online suitefiles where you are able to access documents and they autosave and you can access them from any computer. I also like that it can integrate with your outlook making it easier to save emails and documents. The suitefiles drive function is also good because it allows you to save documents similar to the old method which is good for staff who are poor with change.

Cons

I dislike that you cannot open pdf's properly and highlight notes and leaves comments the way you normally would when opening them from your drive. The other item is to do with suitefiles drive, sometimes documents saved on the suitefiles drive don't upload to the cloud.

TO
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Tracey O.

Accounting, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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da Bomb

Reviewed 3 years ago

It has made running my business so much easier having everything in the one place and having browser access makes it much easier and i love the look of it and how easy it is to find what you want. I am inlove with suitefiles

Pros

I love the fact that I can have everything in one place. I can have documents signed and stay in the client folder, the ability to sign and also having it linked to XPM so i can retrieve the contact details for signature easily. My favourite feature is the menu and the tier structure is just so much neater and more compact.

Cons

I actually havent found anything i dont like yet to be honest

MM
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Maggie M.

Accounting, self-employed

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

I love SuiteFiles!

Reviewed 3 years ago

The SuiteFiles integration with Xero Practice Manager is seamless. It allows me to create client folder structures with a couple of clicks, and easily save documents into those folders using SuiteDrive. I can save emails from Outlook into SuiteFiles folders with just a few clicks. That's just a couple of things, it saves me time and angst every single day.

Pros

The team at SuiteFiles are amazing; so helpful. SuiteFiles has saved me hours and hours of time over the years. SuiteFiles made it easy for me to move to being paper-free. It also makes it easy for my document management to be simple and more importantly - organised.

Cons

SuiteFiles brings in wonderful new features all the time and it's hard to keep up!

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