--- description: Review of SuiteFiles Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: SuiteFiles | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Digital Asset Management Software](/directory/1634/digital-asset-management/software) > [SuiteFiles](/software/250960/suitefiles) # SuiteFiles Canonical: https://www.softwareadvice.com.au/software/250960/suitefiles Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.com.au/software/250960/suitefiles?page=2) > Who is SuiteFiles for? SuiteFiles is built for accounting and professional services firms — typically 5 to 100+ staff — who are tired of managing disconnected tools just to get client work done. If you're a practice manager, firm owner, or operations lead juggling SharePoint, Dropbox, DocuSign, a separate client portal, and email — SuiteFiles was designed for exactly your situation. What does SuiteFiles do? SuiteFiles is an intelligent workspace that brings documents, email, client collaboration, and workflows into one system built on Microsoft 365. Instead of switching between apps, your team works in a single platform where everything is connected: • Document management — Centralized cloud storage with version control, full-text search, metadata tagging, and templated folder creation. • Email management — Save and organize Outlook emails and attachments directly into client folders. • Client portal — A branded, secure space where clients upload, download, review, and sign documents — no app download required. • Unlimited e-signatures — Built-in digital signing with no per-envelope fees for engagement letters, tax returns, and compliance docs. • PDF tools — Convert, annotate, and merge documents natively. • Workflow automation — Auto-create folders, generate documents from templates, assign tasks, and manage approvals. • Integrations — Deep connections with Microsoft 365, Xero Practice Manager, MYOB, IRIS, Karbon, QuickBooks, and HubSpot. Our approach to AI AI in SuiteFiles is built with intention — embedded into the workspace to reduce admin and cognitive load, not bolted on as a buzzword. We focus on practical, purposeful AI that helps your team work smarter without adding complexity to your day. What makes SuiteFiles different? Most firms aren't using one bad tool — they're using five decent ones that don't talk to each other. SuiteFiles replaces the fragmented stack with one workspace where work moves from start to finish without getting stuck between systems. Because SuiteFiles is built on Microsoft 365 (SharePoint and OneDrive), your data stays in your Microsoft environment. You retain full ownership, benefit from enterprise-grade security (ISO 27001, GDPR, SOC 2), and your team keeps working in the Microsoft apps they already know — Word, Excel, PowerPoint, and Outlook — with real-time co-authoring built in. Getting started Setup takes 1–3 weeks with guided migration and zero downtime. SuiteFiles handles data migration from local servers, Dropbox, Google Drive, or existing SharePoint setups — typically over a weekend. Your team receives live training and tailored onboarding so adoption is immediate, not months away. Trusted by accounting and professional services firms across Australia, New Zealand, the UK, and North America. > > Verdict: Rated **4.8/5** by 49 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 49 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: SuiteFiles ## Commercial Context - **Starting Price**: $50.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: The $30 Semi-Suite plan comes with web access, secure storage, on-demand training, the ability to view and annotate PDFs, automated Xero functionality, backups to 500GB, email management and Outlook integration. On top of everything else, the $50 Super Suite plan gets you merging of PDFs, the ability to convert Word docs to PDF, full backups, digital signing (secure, no SuiteFiles log in for your clients, your branding, automatic filing), SuiteFiles Connect (client portals for collaboration) and an annual Customer Success check in to get the most out of SuiteFiles. - **Target Audience**: 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Chromebook (Desktop) - **Supported Languages**: English - **Available Countries**: Australia, Canada, Ireland, New Zealand, South Africa, United Kingdom, United States ## Features - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Notifications - Approval Process Control - Archiving & Retention - Asset Sharing - Audit Trail - Client Management - Collaboration Tools - Commenting/Notes - Compliance Management - Content Library - Content Management - Contract Drafting - Customisable Branding - Customizable Fields - Customizable Templates - Data Import/Export - Data Storage Management ## Integrations (7 total) - GreatSoft Practice Management Software - HubSpot CRM - Karbon - Microsoft 365 - QuickBooks Online - WorkflowMax - Xero ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base ## Category - [Digital Asset Management Software](https://www.softwareadvice.com.au/directory/1634/digital-asset-management/software) ## Related Categories - [Accounting Practice Management Software](https://www.softwareadvice.com.au/directory/4334/accounting-practice-management/software) - [Document Control Software](https://www.softwareadvice.com.au/directory/4233/document-control/software) - [Digital Asset Management Software](https://www.softwareadvice.com.au/directory/1634/digital-asset-management/software) - [Document Generation Software](https://www.softwareadvice.com.au/directory/4300/document-generation/software) - [Document Management Software](https://www.softwareadvice.com.au/directory/722/document-management/software) ## Alternatives 1. [Google Docs](https://www.softwareadvice.com.au/software/327807/google-docs) — 4.7/5 (28798 reviews) 2. [Google Drive](https://www.softwareadvice.com.au/software/105807/google-drive) — 4.8/5 (28427 reviews) 3. [Google Workspace](https://www.softwareadvice.com.au/software/344998/google-workspace) — 4.7/5 (17483 reviews) 4. [OneDrive](https://www.softwareadvice.com.au/software/23542/onedrive) — 4.5/5 (12623 reviews) 5. [Microsoft Word](https://www.softwareadvice.com.au/software/399478/microsoft-word) — 4.7/5 (2783 reviews) ## Reviews ### "Great document workflow and integration" — 5.0/5 > **Brad** | *9 June 2022* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: The integration with )365 and Xero Practice manager makes it easy for us to view the files and email across different platforms > > **Cons**: The signing process could improve and it would be great t o have integration with HubSpot ----- ### "Simplifies our day" — 5.0/5 > **Megan** | *28 August 2023* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Drag and drop saving and the search function > > **Cons**: Emails - Even though it captures all your emails, it could be structured better. to find emails faster and to save any embedded files as separate documents. > > From the start till now, it has been a very easy setup and continues every day with the use of the system. ----- ### "Functional Filing" — 3.0/5 > **Jaimee** | *13 September 2023* | Financial Services | Recommendation rating: 8.0/10 > > **Pros**: Simple and effective. Template generating is very useful. Copy multiple files from one location to another. > > **Cons**: Can be quite glitchy. Large files take a while to save or move. ----- ### "SuiteFiles is Essential" — 5.0/5 > **Paul** | *18 August 2021* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: SuiteFiles is very easy to use. We can scan documents from our scanner directly to SuiteFiles via a unique email address, rename and save to a client folder, and have the documents immediately available to our offshore team to get started on processing for us. Likewise they can save documents and we can immediately review and finalise in collaboration with them. SuiteFiles is also constantly being improved and upgraded and we don't need to do a thing - upgrades are deployed behind the scenes and we have immediate access to them. No issues of version control or downtime waiting for server-based software upgrades to be installed > > **Cons**: I can't think of a single thing we dislike about this software. > > We needed a cost-effective, cloud-based solution to simultaneously make files available to our offshore team and at the same time make our office as paperless as possible. SuiteFiles ticked all our boxes. ----- ### "Review from an Australian perspective" — 5.0/5 > **Belinda** | *4 September 2023* | Banking | Recommendation rating: 9.0/10 > > **Pros**: I like that within SuiteFiles we can have multiple ways of running a loan. From interest being calculated daily, to monthly, with interest trails to brokers or management or without. It allows us flexibility in our initial negotiations, something we didn't have with our own software. > > **Cons**: That I can't amend report dates. For example, I can't finalise entering our August data completely until 1st September, however once done and I drop out the report for emailing to management I can't update the report "as at 31st August" it has to remain dated 1st September which is not technically correct. > > Overall I am really enjoying SuiteFiles. It is a smart software with a passionate team behind them that are always helpful and thoughtful. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.com.au/software/250960/suitefiles?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/250960/suitefiles) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data