Name: SuiteFiles
Price: 45 USD
Author: SuiteFiles

Help Desk

Web and Video Conferencing

Customer Support

Version Control

Development

Alumni Management

Education

Business Intelligence (BI)

Collaboration

Contract Management

Enterprise Legal Management

Policy Management

Project Portfolio Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Converged Network Adapters (CNAs)

Data Catalog

Data Center Networking

Data Integration

Database Load Balancing

Density-Optimized Servers

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed DNS

Managed File Transfer (MFT)

Managed Hosting

Mobile Application Performance Monitoring  (APM)

Mobile Device Management (MDM)

Network Diagnostics

Network Performance Monitoring

NoSQL Databases

Observability

Server Management

Time Series Databases

Unified Endpoint Management (UEM)

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Content Management

Contest Management

Customer Journey Analytics

Digital Asset Management

Email Marketing

Marketing Analytics

Marketing Automation

Mobile Advertising

Mobile Analytics

Press Release Management

Product Information Management (PIM)

Social Media Analytics

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Project Management

Wireframing

Professional Services

Call Recording

Customer Communication Management

Customer Relationship Management (CRM)

Presales

Sales

Civil Engineering

Construction Workforce Management

Dental

Loan Servicing

Patient Engagement

Revenue Cycle Management (RCM)

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### Document Management
Users generally praise SuiteFiles for its efficient document management capabilities. They appreciate the ease of creating and organizing client folders, saving documents directly from emails, and the straightforward filing system that simplifies document retrieval. However, some users have expressed concerns about limitations in editing PDFs and occasional issues with document uploads to the cloud. Despite these minor drawbacks, SuiteFiles remains a popular choice for businesses looking to streamline their document management processes and transition to a more digital and efficient workflow.

### Cloud Storage Solutions
Users consistently praise SuiteFiles for its cloud-based document management and storage capabilities. The ability to access, manage, and collaborate on documents stored in the cloud is highlighted as a significant advantage by many users. However, some users have expressed concerns about the limitations when it comes to opening and annotating PDFs within the platform. Additionally, a few users have reported occasional issues with documents not properly uploading to the cloud from the SuiteFiles drive. Despite these minor drawbacks, SuiteFiles is generally commended for providing a user-friendly and intuitive cloud storage solution that facilitates efficient document management and collaboration.

### Secure Document Handling
Users consistently praise SuiteFiles for its secure document handling capabilities. They appreciate the ease of access, management, and collaboration with documents stored securely in the cloud. The ability to restrict access to folders enhances privacy for employee documents, creating a safe and easy-to-navigate central location for all staff. Additionally, the platform's secure client portals and template creation features contribute to a well-managed environment for storing sensitive records. SuiteFiles has successfully provided a secure solution for document handling, meeting the needs of users across various industries.

### Electronic Signing
Users consistently highlight SuiteFiles' electronic signing feature as a valuable asset, streamlining the process of obtaining signatures from clients. While some reviewers suggest minor improvements for a more user-friendly experience akin to other eSigning platforms, the overall sentiment leans towards satisfaction with the efficiency and ease of use of SuiteFiles' electronic signing functionality.

### Email Integration
User feedback on SuiteFiles' email integration features is predominantly positive, with many users highlighting the convenience and efficiency it brings to their email management processes. The ability to save emails directly, integrate with Outlook, and streamline email filing has been particularly well-received. Some users have mentioned minor issues such as glitches and the need for certain enhancements, but overall, SuiteFiles seems to offer a solid email integration solution that enhances productivity and organization for its users.

### Search and Organization
Users consistently highlight SuiteFiles' search and organization features as key strengths of the platform. They appreciate the ease of finding documents and organizing client information efficiently. The search functionality is particularly lauded for simplifying access to files and enhancing workflow processes. Users find that SuiteFiles' organization capabilities contribute significantly to streamlining their document management tasks.

### Integration with Accounting Software
Users consistently praise SuiteFiles for its seamless integration with Xero and other accounting software, highlighting its time-saving features and ease of use. The software's ability to effortlessly connect with Xero Practice Manager and Office 365 has been a standout feature for many users, allowing for efficient data transfer and streamlined workflows. Reviewers appreciate the convenience of pre-filled data from XPM, minimizing errors and saving valuable time. Additionally, the search functionality at various levels has been commended, enhancing the overall user experience when working with accounting software integrations.

### Customization and Upgrades
Users generally appreciate SuiteFiles for its customization and upgrades features, though some express a desire for further enhancements. The ability to customize folders according to personal preferences is highlighted as a strong point, making it easy for users to organize their documents efficiently. While the platform's ease of use is praised, there are suggestions for expanding customization options, particularly in terms of email content and delivery addresses for document signing. Despite these minor limitations, users value SuiteFiles' commitment to continuous improvement through upgrades that are seamlessly deployed without user intervention. This proactive approach ensures that users have access to the latest features and enhancements without experiencing downtime or version control issues.

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.

SuiteFiles is a versatile software that solves multiple problems for its users. Its seamless integration with a range of software allows for easy access and management of documents stored in SharePoint Online. Users have found it incredibly helpful in consolidating multiple systems into one, streamlining processes, and unlocking efficiencies. With SuiteFiles, employees can centrally sort customer documents in a well-managed environment, reducing the time spent on general administrative tasks and increasing productivity.

One of the key use cases of SuiteFiles is its ability to securely share sensitive records with clients through the Document Management system. Users appreciate the creation of separate client portals, which not only increases privacy but also provides a central location for all staff to access client document files. The software's capability to restrict access to folders adds an extra layer of privacy and security.

Another valuable use case of SuiteFiles is its seamless integration with Outlook and Xero Practice Manager. This integration allows for improved document management practices by providing easy access and collaboration with cloud-stored documents. Users have reported increased productivity as they spend less time searching for files and more time focusing on their work.

The easy-to-use features of SuiteFiles have received positive feedback from users. They particularly appreciate the ability to drag and drop files into the web version or the drive version, as well as directly saving files to the drive. The software's email templating has also helped speed up processing tasks, while its e-signature feature has increased the number of signed documents on time.

SuiteFiles not only helps businesses become more organized and efficient but also contributes to environmental sustainability by reducing paper usage within the office. The automatic backup feature ensures safe storage of all files, providing peace of mind to users.

Overall, SuiteFiles has proven to be a cost-effective solution with positive user experiences. Its ongoing software evolution, willingness to listen to feature recommendations, and reliable support have made it a valuable asset for businesses looking to centralize their documents and achieve paperless office goals.

Basic

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Document management systems (DMS) encompass a set of capabilities for storing, sharing, and converting documents and files in a way that reduces dependence upon, or eliminates entirely, hardware and paper document generation and storage. Central to document management is imaging, file type conversion, versioning, and metadata management with document editing and access controls. Document management type features might also be contained in an enterprise content management (ECM) system or a digital asset management (DAM) system.

Document Management

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Overview

What is SuiteFiles?