SuiteFiles

SuiteFiles is a digital workspace solution designed to streamline document management, enhance client collaboration, and potentially reduce operational costs for small to mid-sized accounting and professional services firms. According to the vendor, this comprehensive platform caters to a range of industries including accounting, law, financial services, consulting, and architecture. With its robust features and secure cloud storage, SuiteFiles aims to empower professionals to efficiently organize files, engage with clients, manage tasks, and ensure compliance in their daily operations.

Key Features

Document management: According to the vendor, users can store and edit files in one place using SuiteFiles' cloud-based document management system. They can also create document templates and automatically save documents into SuiteFiles from various sources.

Client portal: The vendor claims that users can send files out to be reviewed and collaborate with clients on their documents in real-time. They can also request any file they need, and the files will be uploaded directly into their chosen SuiteFiles location.

Task management: Users can send tasks to colleagues for an easy follow-up process, according to the vendor. They can also request changes to a document, an upload, or a simple task. Instant messaging within SuiteFiles allows for seamless communication, and colleagues can mark tasks as complete when done.

Secure cloud document storage: The vendor states that SuiteFiles offers a document management system with enterprise-grade security and access controls. SuiteFiles documents are kept safe in the user's own Microsoft environment. Users can easily manage permissions to grant access to certain folders and features, and they can restore past versions of documents within Microsoft's retention framework.

Document retrieval: According to the vendor, SuiteFiles allows users to retrieve documents through full-text search by keyword. They can locate any document and search by file type. Users can also filter search results by file type, client, financial year, and more. Additionally, they can preview documents, see the date last modified, and view file thumbnails for a snapshot of search results.

Email management: The vendor claims that users can create templates for standard emails, including attachments, for quick and easy communication. They can also drag and drop files from SuiteFiles into emails and auto-save their emails to keep a record of correspondence.

Digital signing: Users can prepare documents for signing, send them directly to signatories, and be notified when they're completed, according to the vendor. They can simplify the signing process with notes for more context and checkboxes to draw attention to important sections of the document.

PDF tools: According to the vendor, SuiteFiles allows users to review and customize PDFs without the need for multiple applications. They can annotate areas of interest with sticky notes, use stamps, highlighters, free form drawing, and shapes to mark areas of interest. Users can also merge PDF files and customize the layout of their PDFs.