ShareFile
Secure file sharing and document management platform with encrypted storage, e-signatures, and client portals for accounting firms.
SuiteFiles
Website: www.suitefiles.com
SuiteFiles is a document management platform for accountants and professional services firms. It provides cloud file storage, client portals, e-signatures, email filing, and document templates in one system, with deep integration into Xero and the wider accounting ecosystem.
Firms use SuiteFiles to store and organise client documents, share files through a branded client portal, collect e-signatures, and file emails from Outlook alongside related documents. Full-text search across stored files makes it fast to locate specific documents. Automated filing rules and document templates reduce manual work during repetitive processes like year-end or tax season.
SuiteFiles originated in New Zealand and is widely used among accounting firms in the ANZ market. It is best suited for firms on the Xero platform that want document management tightly integrated with their accounting ecosystem, particularly those that also want email filing and client portal capabilities in a single tool.
Related Document Management Software
Box
Cloud content management platform used by accounting firms for secure document storage, collaboration, and compliance.
SmartVault
Document management and client portal software built for accounting firms with secure file sharing, e-signatures, and automated workflows.
LedgerDocs
Cloud document collection and management platform for accountants with secure client uploads and AI-powered receipt matching.