Key features:
SuiteFiles is a comprehensive content management system built on the Microsoft Office 365 platform.
SuiteFiles doesn’t just store files like a standard document management system. All client interactions can be kept track of within the software by allowing team members to simply drag and drop any file, including email correspondence, into client folders. Anyone that has approved access can then, update client folders with their own interactions for future reference.
Businesses that use SuiteFiles love the pre-built templates that can be used to create customised communications to clients in minutes, and the software’s simple drag-and-drop folder system makes it easy for users to find and add documents.
In addition, SuiteFiles backs up and recovers individual files that can then be accessed from any internet-connected device – so you can be sure anything important is stored securely.
SuiteFiles integrates with Office 365 and is the only content management app to integrate with Xero Practice Manager. The same integration is also available for Xero HQ.
SuiteFiles is best suited to:
Any professional business that uses Windows and Office 365, particularly accounting, legal and engineering firms.
Get in touch with us to find out how SuiteFiles could make cloud file management a breeze for your business.