SuiteFiles
SuiteFiles is a comprehensive document management and client collaboration platform tailored for professional services firms, including accounting, legal, engineering, and real estate sectors. It integrates seamlessly with Microsoft 365, offering a unified solution for document creation, storage, collaboration, and client communication.
Features
- Document management: Create, co-edit, and share documents within a centralized platform.
- Email management: Organize, archive, and share emails across teams.
- Secure client portals: Facilitate secure communication and collaboration with clients.
- Unlimited document signing: Streamline approvals with unlimited digital signing capabilities.
- PDF tools: View, annotate, merge, reorder, rotate, add, and delete pages in PDFs.
- Automated folder generation: Simplify folder creation with automated tools.
- Integrations: Sync with applications like Xero, Karbon, QuickBooks Online, and Microsoft 365.
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