SuiteFiles is a cloud-based software designed for professional service firms, such as accounting, legal, and engineering firms, seeking to improve their document management and client collaboration. It offers a centralized platform for creating, storing, sharing, and collaborating on documents. Its features include secure client portals, task management, digital signatures, and integrations with popular business applications like Xero and Microsoft 365. SuiteFiles aims to streamline workflows, reduce overhead, and enhance client experiences.
Who is SuiteFiles best for
SuiteFiles is a cloud-based document management solution designed for professional service firms. Users praise its intuitive interface and seamless Xero integration, while some note occasional slowness and limited offline access. It offers secure client portals, e-signatures, and integrations with popular business apps, streamlining workflows and enhancing client collaboration.
Best for small to mid-sized professional service firms.
Ideal for accounting, legal, and engineering firms.
SuiteFiles features
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Supported
SuiteFiles offers a secure client portal called SuiteFiles Connect for document access and collaboration.
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SuiteFiles allows you to upload, store, manage, and retrieve client documents.
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SuiteFiles allows storing and sharing project documents with version control and access permissions.
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SuiteFiles supports electronic signatures, allowing custom digital signatures and secure document signing management.
Qualities
We evaluate the sentiment that users express about non-functional aspects of the
software
Value and Pricing Transparency
Strongly positive
+1
Customer Service
Strongly positive
+1
Ease of Use
Rather positive
+0.57
Reliability and Performance
Rather negative
-0.37
Ease of Implementation
Rather positive
+0.5
SuiteFiles reviews
We've summarised 56 SuiteFiles reviews (SuiteFiles G2 reviews) and
summarised the main points below.
Pros of SuiteFiles
SuiteFiles is praised for its ease of use and intuitive interface.
The seamless integration with Xero Practice Manager is highly valued by accounting firms.
The document signing feature is generally well-received, saving time and streamlining the process.
Clients appreciate the secure client portals for easy document sharing.
The template feature for emails and documents enhances efficiency and consistency.
Cons of SuiteFiles
SuiteFiles can be slow at times.
The document signing feature, while generally well-liked, has room for improvement with occasional clunkiness and slowness.
Integration with OneDrive, while generally good, can sometimes result in syncing delays.
Limited offline access is a drawback for some users.
Inability to edit PDFs directly in the online version is a common complaint.
SuiteFiles pricing
The commentary is based on 4 reviews from SuiteFiles G2 reviews.
SuiteFiles is considered a cost-effective document management solution, especially for small businesses. Users appreciate its valuable features and seamless integrations, making it a worthwhile investment for improved productivity and document organization.
Better for firms focused on financial services. Has more momentum based on website traffic and employee growth. Users highlight the client portal and automation features.
Better for larger enterprises. Has broader industry applicability. iManage Work is growing faster and has more momentum than SuiteFiles. Users highlight robust search and Microsoft Office integration. Some users find the interface cluttered and initial setup complex.
Offers on-premise document management, while SuiteFiles is cloud-based. Worldox GX4 has declining momentum compared to SuiteFiles. It caters to a similar customer base as SuiteFiles, particularly within the legal sector.
SuiteFiles is a cloud-based document management and client collaboration platform designed for professional service firms. It provides a central hub for creating, storing, sharing, and collaborating on documents, featuring secure client portals, task management, and e-signatures, integrating with applications like Xero and Microsoft 365.
How does SuiteFiles integrate with other tools?
How does SuiteFiles integrate with other tools?
SuiteFiles integrates with popular business applications, including Microsoft 365 and Xero Practice Manager, to streamline workflows. It also offers a secure client portal, SuiteFiles Connect, for enhanced document sharing and collaboration.
What the main competitors of SuiteFiles?
What the main competitors of SuiteFiles?
Top SuiteFiles alternatives include Canopy, Ideagen Huddle, Suralink, Google Workspace, Revver, and GDocs. These competitors offer similar document management and collaboration features, catering to various business needs and sizes.
Is SuiteFiles legit?
Is SuiteFiles legit?
Yes, SuiteFiles is a legitimate cloud-based document management software. It's generally well-regarded for its ease of use and Xero integration, though some users mention occasional slowness with the software and its integrations. It appears safe and is a helpful tool for document management.
How much does SuiteFiles cost?
How much does SuiteFiles cost?
SuiteFiles' Semi-Suite plan costs $280 per month, while the Super Suite plan is $230 monthly. Enterprise product pricing is available upon request. A free trial is also offered to help determine if the product is worth it for you.
Is SuiteFiles customer service good?
Is SuiteFiles customer service good?
SuiteFiles' customer service receives positive feedback. Users highlight the helpfulness and responsiveness of the support team, especially during implementation and integration. While some mention occasional delays in response times, overall they find the support efficient and readily available to resolve issues.
Reviewed by
MK
Michal Kaczor
CEO at Gralio
Michal has worked at startups for many years and writes about topics relating to software selection and IT
management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs
of any business and find solutions to its problems.
TT
Tymon Terlikiewicz
CTO at Gralio
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech
department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX,
HR, Payroll, Marketing automation and various developer tools.