SuiteFiles 2026: Benefits, Features & Pricing

Wondering if SuiteFiles is right for your organization?

Our Document Management Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

SuiteFiles

4.8

(49)

Pricing

Starting at A$30.00 per month

About SuiteFiles

SuiteFiles is a total document management system for busy professional services teams.

Ditch the admin and simplify your workflows by bringing all your document management needs into one platform: document creation, unlimited digital signing, secure client collaboration, document and email management, and more.

Plus, integrate with your favorite apps – including Xero, Karbon, WorkflowMax, HubSpot, Microsoft 365, and QuickBooks Online – to save hours each week.

SuiteFiles Screenshots

SuiteFiles Pricing and Plans

Starting price: A$30.00 per month

Free Trial

Free Version

Super Suite

A$50.00

per user, per month

Plan includes:

digital signing
client portals
pdf creation
document management

Semi Suite

A$30.00

per user, per month

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

SuiteFiles Features

Popular features found in Document Management
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Classification
Document Editing
Document Generation
Electronic Signature
File Conversion
File Sharing
Third-Party Integrations
Version Control
More features of SuiteFiles
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Asset Sharing
Audit Trail
Commenting/Notes
Content Library
Content Management
Contract Drafting
Customizable Branding
Customizable Fields
Customizable Templates
Data Import/Export
Data Storage Management
Data Synchronization
Digital Signature
Document Automation
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Email Management
Email Templates
File Management
File Recovery
File Transfer
Full Text Search
Interaction Tracking
Multiple Output Formats
Search/Filter
Secure Data Storage
SSL Security
Task Management
Template Management
Templates
Text Editing
User Management
Workflow Management

SuiteFiles Integrations

Xero

Integration rated 4.6 from 22 reviews

Microsoft 365

Integration rated 4.7 from 14 reviews

WorkflowMax

QuickBooks Online

Karbon

HubSpot CRM

SuiteFiles User Reviews

Overall Rating

4.8

Ratings Breakdown

82%

14%

Secondary Ratings

Ease of Use

4.8

Value for money

4.7

Customer support

4.6

Functionality

4.6

Brad G.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed June 2022

Great document workflow and integration

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Megan C.

Verified reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Review source

Reviewed August 2023

Simplifies our day

From the start till now, it has been a very easy setup and continues every day with the use of the system.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Jaimee K.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2023

Functional Filing

Ratings Breakdown

Ease of use

Customer support

Functionality

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.

Paul M.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Reviewed August 2021

SuiteFiles is Essential

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Belinda R.

Verified reviewer

Banking

2-10 employees

Used daily for less than 2 years

Review source

Reviewed September 2023

Review from an Australian perspective

Overall I am really enjoying SuiteFiles. It is a smart software with a passionate team behind them that are always helpful and thoughtful.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing SuiteFiles

It won on our pros and cons list. It ticked most of our boxes and I felt like we would be supported during the setting up period.

Kaye F.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed June 2022

Suitefiles, highly recommend

We have been utilising Suitefiles since about 2014, it is part of our business and day to day operation.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This product is very effective for our business, we have it set up alongside Outlook so that all emails in and out are filed directly here. It also allows us to file any documents via Outlook into the specific files. Very effective so that any staff member can see correspondence and access documents easily.

Cons:

We would like to return to pre-upgrade with the files being in last submitted instead of in the current ordering.

Reasons for choosing SuiteFiles

Unknown as I was not here at that time.

Reasons for switching to SuiteFiles

To become more current and this product was reviewed by business and deemed to be suitable

Debbie A.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 2 years

Review source

Reviewed August 2023

SuiteFiles is Sweet as!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that is user friendly, stores documentation well, creates templates with ease and has an amazing document signature function.

Cons:

Coping of folders would be a great addition.

Vendor Response

Hi Debbie, thanks for your review! Re. wanting to copy folders, we've got a few solutions for you. 1. Folder templates to create a folder structure you would like to save for reuse. This can include subfolders and documents - https://help.suitefiles.com/creating-folder-templates 2. Bulk folder generation to create folders in multiple client folders at once. You can use folder templates you have previously saved to bulk create a subfolder structure - https://help.suitefiles.com/bulk-folder-generation 3. If you're wanting to copy existing folders and their contents, rather than create a shell of a folder structure, we can also suggest that entire folders and their contents can be copied in the File Explorer via our OneDrive integration - https://help.suitefiles.com/onedrive-setup

Replied August 2023

Luke C.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed June 2022

Fantastic System

We started using Suitefiles (SF) just prior to the first lockdown in 2020. The decision was part of a full move for our 5 person accounting practice from desktop based programs to cloud services and a reduction of the use of paper within the office. Although moving a decade old practice with all its old systems onto new cloud services came with its share of headaches SuiteFiles was not one of them. The process of setup was supported the whole way via the SuiteFiles customer support system and after only a short while all the staff had a pretty good handle on how it worked. We set up separate files for each of our clients as we went rather than doing the import in one go as the uploading of files dragged our internet speed down so it suited us to do them progressively. The ability to structure the file system to match how we originally stored electronic files, meant we could drag and drop all our historical electronic records in their existing file structure right into the SuiteFiles program which then provided continuity with the files being added going forward. Suite Files has become the central depository for all our clients information, new work is dropped into their current year file, workpapers and supporting docs are all saved in as we work on it. Draft copies of tax returns and accounts are saved there and once approved we use the SuiteFiles electronic signing system to have them approved. The ability to look up information and auto preview it are fantastic.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Love the cloud based central storage and document signing

Cons:

nothing really, we cant imagine our business without it now

Karen S.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed June 2023

Excellent and Easy to use product for every user

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use and customise folders to suite personal preference.

Cons:

Document signing is for single document only, it would be great if the feature can be improved to multiple documents .

Matthew P.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 12 months

Review source

Reviewed June 2023

The Unparalleled CRM Solution for Streamlined Business Operations

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

As a professional of a boutique accounting firm seeking an all-in-one solution, I believe SuiteFiles is a game-changer in the CRM industry offering a comprehensive suite of features, seamless integration and unmatched efficiency, allowing users to effortlessly access and manage their clients data and documents. Its user-friendly interface ensured a smooth learning curve and facilitated a seamless adoption across our organisation. With its powerful suite of features, users can easily create, upload, organise, and share filesSuiteFiles also offers a secure and integrated messaging system that allows for seamless communication within the CRM environment, eliminating the need for external communication channels. SuiteFiles support team is highly responsive, knowledgeable, and committed to resolving any issues or queries that may arise. I wholeheartedly recommend SuiteFiles to any organisation looking to elevate its CRM capabilities and achieve outstanding results.

Cons:

There is nothing that I don't like about SuiteFiles.

Showing 1 - 10 of 49 Reviews

See All Reviews