How does SuiteFiles work with Microsoft 365?

It is built on SharePoint and OneDrive, so files open natively in Word, Excel, and Outlook with edits saved back automatically. Firms already licensed for Microsoft 365 get document management layered onto storage they are paying for, rather than a second, separate repository — which also avoids the versioning problems that arise when staff work in two systems.

Does it integrate with Xero Practice Manager?

Yes. Client records sync so folder structures follow the client list rather than being created manually, and documents can be reached from the job in practice management. This connection is the main reason it is prevalent among Xero-based practices in Australia and New Zealand.

Can emails be filed against clients?

Yes. An Outlook add-in files emails and attachments into the relevant client or job folder without leaving the inbox. For firms where client correspondence is the record, this is often the deciding feature — email left in individual inboxes is invisible to the rest of the team and lost when someone leaves.

How does it compare to SmartVault?

SmartVault integrates more deeply with US tax preparation software, making it the stronger choice for American tax practices. SuiteFiles is built around Microsoft 365 and Xero, which suits firms in Australia, New Zealand, and the UK. Both cover document management, portal, and e-signature; the decision usually follows which ecosystem the firm already runs.

SuiteFiles

Document Management Client Portals

Website: www.suitefiles.com

SuiteFiles at a glance

Best for: Xero and Microsoft 365 firms in ANZ and the UK
Pricing model: Per user per month
Deployment: Cloud, built on Microsoft 365
Regions: NZ, AU, UK
Key integrations: Xero, Microsoft 365, Outlook, Xero Practice Manager

Last reviewed July 2026. Pricing and features change frequently — confirm current details with the vendor.

SuiteFiles is a document management platform for accountants and professional services firms, providing cloud file storage, client portals, e-signatures, email filing, and document templates, built on Microsoft 365 and integrated with Xero.

How accounting firms use it

Because it sits on SharePoint and OneDrive rather than beside them, documents open in the desktop Office applications staff already use and save straight back. That removes the usual failure mode of layered document systems, where people download a file, edit locally, and forget to re-upload.

Email filing is the other habitual use. Client correspondence filed from Outlook against the relevant client or job becomes visible to the whole team, which matters both for continuity when staff change and for demonstrating what was advised and when.

Key features

Folder structures can be templated and generated from the client list, so every client has a consistent hierarchy. Full-text search covers document contents rather than filenames alone.

The client portal supports document sharing and upload under firm branding, with permissions scoped per client. E-signature is built in for engagement letters, accounts approval, and authorisations, avoiding a separate signing subscription for routine work.

Document templates and automated filing rules cut repetitive work during year-end and tax season, and integration with Xero and Xero Practice Manager keeps client data aligned with the practice management system.

Who it’s best for

Accounting firms on Xero and Microsoft 365, particularly in Australia, New Zealand, and the UK where adoption is strongest. It fits practices that want document management, portal, and signing in one product without moving to a full practice management platform.

US tax practices are usually better served by SmartVault, whose tax software integrations are deeper. Firms wanting document management bundled with workflow and billing look at TaxDome or Karbon instead.

Visit SuiteFiles

SuiteFiles FAQ

How does SuiteFiles work with Microsoft 365?: It is built on SharePoint and OneDrive, so files open natively in Word, Excel, and Outlook with edits saved back automatically. Firms already licensed for Microsoft 365 get document management layered onto storage they are paying for, rather than a second, separate repository — which also avoids the versioning problems that arise when staff work in two systems.
Does it integrate with Xero Practice Manager?: Yes. Client records sync so folder structures follow the client list rather than being created manually, and documents can be reached from the job in practice management. This connection is the main reason it is prevalent among Xero-based practices in Australia and New Zealand.
Can emails be filed against clients?: Yes. An Outlook add-in files emails and attachments into the relevant client or job folder without leaving the inbox. For firms where client correspondence is the record, this is often the deciding feature — email left in individual inboxes is invisible to the rest of the team and lost when someone leaves.
How does it compare to SmartVault?: SmartVault integrates more deeply with US tax preparation software, making it the stronger choice for American tax practices. SuiteFiles is built around Microsoft 365 and Xero, which suits firms in Australia, New Zealand, and the UK. Both cover document management, portal, and e-signature; the decision usually follows which ecosystem the firm already runs.

SuiteFiles Alternatives

Other document management tools for accounting firms, ordered by how much of SuiteFiles's functionality they cover.

Document Management Client Portals

SuiteFiles

SuiteFiles at a glance

How accounting firms use it

Key features

Who it’s best for

SuiteFiles FAQ

SuiteFiles Alternatives

ShareFile

SmartVault

Google Workspace

LedgerDocs

Microsoft 365

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