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SuiteFiles

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59 reviews
  • 1 profiles
  • 7 categories
Average star rating
4.5
Serving customers since
2012

Profile Name

Star Rating

43
14
1
0
1

SuiteFiles Reviews

Review Filters
Profile Name
Star Rating
43
14
1
0
1
Rajvir S.
RS
Rajvir S.
02/20/2025
Validated Reviewer
Review source: Organic

User Friendly, E-sign, Autosaving file from CAS360 and other integrated apps

Suitefiles made our life so easy. We are usining multiple apps - different for e sign & document management. With the help of suite file we are lucky to reduce work load.
VO
Valerie O.
02/03/2025
Validated Reviewer
Verified Current User
Review source: Organic

Easy to onboard, friendly assistance from staff, a great solution to our needs

I like the ability to file emails directly into our folder structure, so that nothing gets lost over time. In our industry being able to go back to "prove" actions taken is imperative. I was finding just filing emails in Outlook doesn't provide enough reliability for this purpose. I was also really happy that there are multiple functions which we use - signatures is another important function. Creating the client "portal" of shared documents is great too. Provides a secure place for both us and our clients. And the support is great - reliable, quick. We were able to implement Suitefiles in our practice quicly so that we could benefit from all the features because we use it all the time.
Madeleine  M.
MM
Madeleine M.
11/21/2024
Validated Reviewer
Review source: Organic

Efficiency Made Easy

SuiteFiles has allowed staff in our office to work on documents collaboratively alongside clients. It has given us one source of truth. And we now have quick, easy access to all correspondence with the client. It has also made editing and reordering of documents easier.

About

Contact

HQ Location:
Wellington, NZ

Social

@SuiteFiles

What is SuiteFiles?

Transform your firm with our digital workspace solution: unlock new business opportunities, elevate your client experiences, and significantly reduce your overheads. Our software drives the workflows firms need to grow along with their clients. We back your daily activities, integrating with Xero, Karbon, Microsoft 365 and more.

Details

Year Founded
2012