All good and very happy of how Suite Files work for our team.

Likewise they can save documents and we can immediately review and finalise in collaboration with them.

SuiteFiles integrates well with XPM and Outlook. It keep improving and adding new features almost every month.

The software is evolving all the time and SuiteFiles are happy to listen to feature recommendations.

I can't think of a single thing we dislike about this software.

SuiteFiles support team is highly responsive, knowledgeable, and committed to resolving any issues or queries that may arise.

The team at SuiteFiles are amazing; so helpful. SuiteFiles has saved me hours and hours of time over the years.

The best cloud-based DM system with the benefits of Sharepoint.

Document signing with auto saving back to the initial folder is fantastic. The new pdf editor is looking to be a great addition.

Extremely happy with our decision to use SuiteFiles and on the odd occasion with have needed help Support has been fast and helpful.

The integration with 365 and Xero Practice manager  makes it easy for us to view the files and email across different platforms.

Outlook extension autosave function, sometimes saves emails in wrong folders.

The inability to add merge fields to email templates in the 'to' field.

My overall experience is good till now and I wish to be good in future too.

Great and secure platform, it is with full trust that I have uploaded all my documents here.

The only real issue we have is that all team members have the same access and permissions, which is dangerous in our new data breach reporting world.

Excellent and Easy to use product for every user.

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 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.

We really like that we retain the benefits of Sharepoint - security of data, collaboration tools etc. Whilst adding really simple and easy to use interface over the top.

Upgrade of system, need to upgrade all users, rather than individuals (Prefer to Upgrade Management team only), few error codes, titling of emails can be frustrating.

We probably don't use all the features. It does lag a lot, can be very slow to load.

Only a few days were files don't create properly but that has been a SuiteFiles error and not a day to day issue.

Fantastic, all enquiries have been answered in a timely fashion which I am very grateful for. Time is money as they say and when you face a problem having an answer quickly is hugely important.

Can get difficult to navigate if you don’t set up your folders well.

Really happy with it as a product very little downtime and very helpful and responsive to support issues.

Email Templates are so useful in our business. Easy to save files from emails and also attach files to emails as well.

I like that I can update documentation on the server rather than having to download. Its awesome that we are able to send documents from the site to clients to sign documents.

Recent PDF function updates are just amazing. Their template and document signing features are easy to use.

It has made running my business so much easier having everything in the one place and having browser access makes it much easier and i love the look of it and how easy it is to find what you want.

I like it best because the files are easy to share among members of the team even if we belong from different origins making it easier for the team to review reports and other related documents.

The recent addition of being able to save directly has been fantastic and something that was developed based on feedback. A company that actually listens to its customers.

The Docstar software makes it easy to get my hands on any historical document related to any of our customers very quickly.

I love the integration with Epicor and the workflow approvals.

Very happy overall and would purchase it again if needed.

They keep charges in Y that would have already been paid as part of X.  Double-dipping. Their accounting team is inflexible and will refuse to work with you to resolve the problem.

Cost of ownership - affordable, feature rich system.

Pretty easy to use and upload copies of checks and to file when done. Everything is user friendly.

There are some functionality gaps but they would apply to only the largest of companies. I've got no real complaints with the product; most of what I encountered are experiential things.

No applicable at this time. We only use the data to view.

Sometimes it's more complicated than it needs to be to build a workflow. The need to download some files in order to view them is bothersome.

Easy to use; If you have a problem you can chat online with customer service.

Web based GUI is easy to navigate and clean. Install is not difficult.

Seems slow; lot of steps to file a document; user starts to file the document and the information disappears - have to start the filing process again.

Often have problems trying to move or email a document.

The thing that has made DocStar helpful at all has been the fact that our accounting team created detailed tutorials for staff use.

Horrible experience ending with litigation with PIF Technologies.

Trying to find documents for audits was a tedious, costly process and storing documents in file cabinets exposes our organization to theft and loss.

It has the ability to be highly customized and accommodate complex workflows. Does great at retaining images of documents and the search functions are usable and logical.

We also use it for our A/P and locating assets within the township. Docstar integrates with our GIS systems and makes it very easy to locate documents, permits and any assets with a click of a button.

The integration is Static. Once you run the workflow, the links are no longer live.

The program crashes often and seems to randomly lose documents all the time, and its user interface isn't the friendliest.

I found it very user friendly and easy to set up. I looked at several different programs at the time and very glad I choose DocStar.

Once you understand where everything is, navigation throughout the system is pretty straightforward. Form templates can have as much, or as little data fields as needed.

DocStar is good for those who don't work with expense reports often as it is very baseline as far as advancements go.

Batch importing thru email, hot folder, xml or csv comes free. Full MS Office integration and virtual print driver come free.

We hope to take advantage of integration with Epicor and finding documents within the sales order.

The feature that I like the most about the softwareis its ability to help us organize our documents.

Lack or ready report, lack of ready workflow, lack of full Kinetic feature in ECM that works, bugs all around related to Kinetic.

I can only view previously filed documents. All of this is making it very difficult to do my job.

Lack of documentation on how to use the software or how to customize it. Difficultly customizing the software so that users can use it.

Customer service is worthless, upgrading from the previous version to this one took twice as long as quoted, everything about this program is cumbersome and harder than it should be.

Past and present employee information is always at your fingertips. Fingertips that no longer have to deal with constant paper cuts.

Haven't found anything we don't like about this software.

Storing content digitally will give us a fast return on investment in labor and storage. Finding new uses for the solution all the time.

Lots of great options at an affordable price point.

I have almost 20 years experience with competing content management platforms so I'm not new to it. I know what I want them to do and how I want them to do it.

We met with the top 4 or 5 vendors in addition to docSTAR and docSTAR met every one of our requirements.

System is very user friendly and able to retrieve a document in seconds rather than deal with paper files.

Very satisfied with the system and would highly recommend.

Most importantly, DocStar's customer service has been TOP NOTCH...although to be fair, we hardly ever have to call them since the solution is so stable.

US Dollar

Document creation, collaboration, and signing all in one spot. SuiteFiles is powerful — yet simple — document management software for accounting and professional services firms. Our workflows are exactly what small to mid-sized firms need to grow along with their clients. We back your daily activities, integrating with Xero, Karbon, QuickBooks Online, Microsoft 365, and more. 

We’re on a mission to give firms of all sizes enterprise-grade solutions and service that meets them where they are in their growth trajectory. The result? A user-friendly, scalable, robust platform that your team and clients will actually enjoy using. Our product development and customer support teams are responsive — meaning you have people invested in you getting the most out of SuiteFiles. With SuiteFiles, your document management needs are taken care of and your IT burden is lifted allowing you to increase billable hours and strengthen relationships with your clients. 

With 1000+ efficiency driven professional services firms bettering their businesses with SuiteFiles (and a 99.6% renewal rate), we’re the obvious choice for you. 

Un-silo your operations with full workflow solutions and extensive integrations connecting you with industry-leading apps. SuiteFiles’ comprehensive features and functionality were designed for teams of 10 to 500 with your employees’ satisfaction in mind. 

Over the years, we’ve perfected our software for your end-to-end processes with integrations, automations, signing, and email management eliminating the app hopping and multiple subscription fees you’d otherwise need. We combine easy third party sharing with cutting-edge security without taking away your data ownership. We’ve simplified the complexity of organizing, centralizing and leveraging the information your firm needs to perform every day. 

You should be spending your working hours serving clients and growing your business, not fighting with files. So, we designed SuiteFiles with quick, complete data migration and onboarding to get your team operational in as little as two days. Plus, our intelligent interface is easy to use and consistently refined. By eliminating unnecessary back-and-forth, process delays, collaboration overhead, and toggling between multiple tools our time saving adds up. Our customers report saving 5 hours a week, per employee. That’s 6 ½ FTE weeks per staff member annually! 


LongDescription

File Management

Commenting/Notes

Document Templates

Document Storage

Access Controls/Permissions

Data Storage Management

Activity Tracking

Data Synchronization

Templates

Digital Signature

SSL Security

Electronic Signature

Approval Process Control

Customizable Fields

Collaboration Tools

Content Library

File Recovery

Full Text Search

Template Management

Data Import/Export

File Transfer

File Conversion

Email Templates

Version Control

Content Management

Text Editing

Email Management

File Sharing

Alerts/Notifications

Customizable Templates

Document Review

Multiple Output Formats

Document Automation

Customizable Branding

Contract Drafting

Drag & Drop

Secure Data Storage

Archiving & Retention

Third Party Integrations

Task Management

Document Management

Document Generation

Search/Filter

The $25 Semi-Suite plan comes with web access, secure storage, on-demand training, the ability to view and annotate PDFs, automated Xero functionality, backups to 500GB, email management and Outlook integration. 

On top of everything else, the $45 Super Suite plan gets you merging of PDFs, the ability to convert Word docs to PDF, full backups, digital signing (secure, no SuiteFiles log in for your clients, your branding, automatic filing), SuiteFiles Connect (client portals for collaboration) and an annual Customer Success check in to get the most out of SuiteFiles.

Email/Help Desk

FAQs/Forum

Knowledge Base

11-50

51-200

SuiteFiles

Live Online

Webinars

Documentation

Videos

DocStar Enterprise Content Management serves large and midsize businesses across all industries and provides tools to upload, store and share documents in a variety of formats. Cloud-based and on-premise versions of the software are available.


Users can capture and upload content using desktop computers, smartphones, tablets and multifunction printers, and the cloud-based version of the software allows users to upload content anywhere there is an internet connection. Supported file types include standard document formats such as .doc and PDF, as well as .wav, .jpg, .html and more.


DocStar helps users comply with document retention and records management policies. Other key features include version control, user-based permissions to control access to files and integrations with a variety of other software solutions.


Support is offered through an online portal, via email and over the phone. Software licenses and monthly subscription pricing is available.



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