SuiteFiles Reviews

“fast document search

Pros

Working with this software feels quick and easy and locating client documents is simple thanks to the strong search options :)

Cons

It can be a bit slow at times especially when the internet connection is unstable.

“accessible file search anywhere

Pros

Wherever I am I can get to my files as long as I have an internet connection. It's very simple to use and finding a specific document through the search function is quick and trouble-free.

Cons

Doesn't happen all the time but there are occasional moments when the system goes down.

“User friendly

Pros

Using this software feels very simple and the platform is user friendly and accessible to work with for the most part.

Cons

The search feature can be unreliable at times especially when a client's name includes a space or special character.

“reliable every day use

Pros

It is something we rely on throughout the day every day. Getting to files and setting up new folders is quick and it helps a lot knowing the whole team can locate the documents we need without any trouble. The favourites list is also really useful especially for jumping straight to the files I work with most often.

Cons

One thing I'd really like to see improved is the email integration especially the ability to automatically save client emails instead of doing it manually.

“Useful templates but glitchy

Pros

Keeping documents organized is pretty simple and it does the job well. The template generation feature is especially helpful and being able to copy multiple files from one place to another saves time.

Cons

There are definitely some glitches from time to time. It also tends to be slow when saving or moving larger files.

“secure document sharing hub

Pros

It gives our team secure internal access to shared files and documents across the organization. It connects well with our Microsoft environment and is also linked to Salesforce which makes everything more connected and convenient to work with.

Cons

Works well as a secure document storage and workflow platform. The only downside is that managing the folder and document structure can be challenging at times.

“excellent client file organization

Pros

Document signing works really well and it also helps us keep all our client files properly organized and stored in one place.

Cons

The Outlook extension's autosave can be a bit unreliable at times as it occasionally files emails into the wrong folders.

“Handy email saving features

Pros

Being able to save documents straight from emails is really convenient and it's also very useful that I can send files into this platform without needing to have the browser open.

Cons

Biggest frustration is how long the document preview takes to load. A lot of the time I end up downloading the file just to view it.

“Good file management

Pros

Having quick access to client data and documents has been a big plus. It lets users create, upload organize and share files without any issues which makes managing everything much more convenient.

Cons

Honestly I haven't run into any downsides and our experience with it has been completely smooth!

“simple workflow

Pros

Getting around the software feels very easy and the Outlook add- n is something I really enjoy using.

Cons

I don't have any complaints. We tested another product for a bit but it didn't take long for us to decide to stick with this one because it was much simpler to use.

“flexible loan setup options

Pros

It gives us several different ways to structure and run a loan which has been really valuable. We can calculate interest daily or monthly include interest trails for brokers or management or leave them out entirely. That level of flexibility has helped a lot during our initial negotiations and it's something our previous in-house software simply didn't offer.

Cons

A limitation is that I'm not able to amend report dates. For instance I can't fully finalise entering our August data until 1st September but once that's done and I generate the report to email to management I can't change the report to say "as at 31st August." It has to stay dated 1st September which isn't technically accurate.

“Drag-and-drop saving is great!

Pros

The drag and drop saving feature works really well and the search function is very useful.

Cons

It does capture all emails which is helpful but the email layout could be organized better so messages are quicker to find and embedded attachments can be saved as separate documents more easily.

“handy templates and signatures

Pros

It's very user friendly, keeps documentation organized really well, makes creating templates easy and the document signing feature is excellent!

Cons

Being able to copy folders would be a really valuable addition for me.

“all our systems connected

Pros

Having everything linked across our systems has made a huge difference. It keeps our daily work much more manageable especially when things get busy. This is the first business where I've used this platform and honestly I wouldn't want to go back to working without it!

Cons

I really haven't run into any major issues. There have only been a handful of days when files didn't generate properly but that was due to a specific error and not something that affects daily use.

“Easy access with pdf limitations

Pros

It being online is really useful for me because documents are accessible from any computer and they autosave which makes daily work more convenient. The Outlook integration is another part I appreciate since it makes saving emails and documents much simpler. I also think the drive feature works well because it lets people save documents in a way that feels similar to the old method which helps staff who are not very comfortable with change.

Cons

Something that bothers me is that PDFs do not open properly and I cannot highlight, add notes or leave comments the way I normally can when opening them from my drive. Another issue is with the drive where documents saved there do not always upload to the cloud.

“convenient

Pros

Getting to client files is very simple and dragging and dropping documents from external sources works really well.

Cons

Support can take a while to come back with a fix. Sometimes that delay makes sense but other times it feels like the issue should be resolved much faster. There are also times when the support team doesn't fully understand the problem right away which leads to a lot of back and forth with screenshots before IT finally gets what's going on.

“clear layout

Pros

The interface is very easy and the layout is clear which makes everything simple to figure out. The search feature is especially useful because it helps me locate documents quickly.

Cons

Desktop syncing can be a little slow at times but it's nothing major.

“secure platform with e-signatures

Pros

Right from the start I appreciated them for offering a platform like this. I've been using it for the past few months and one thing I've clearly noticed is how secure the application feels which is the biggest reason I chose it. On top of that it also includes other valuable features especially electronic signatures which I really appreciate.

Cons

At times I've noticed a few minor issues but those mostly happened because of my weak internet connection so I don't see that as a real concern.

“Smooth workflow

Pros

These days almost every other application offers similar features but with this system I also get strong data security along with everything else. At this point I'm completely satisfied because it has been very smooth to use :)

Cons

For now I don't have anything negative to point out so I don't think it would be fair to add something bad here.

“Great all in one CRM

Pros

Coming from a boutique accounting firm that needed an all in one solution THIS has been a real game changer for us. It brings together a comprehensive set of features, smooth integration and impressive efficiency making it simple to access, manage and organize client data and documents without extra trouble. The interface is very user friendly so the initial difficulty was minimal and adoption across our whole organization felt natural. Other than that creating, uploading organizing and sharing files is easy and the secure built in messaging system keeps communication inside the CRM instead of relying on outside tools. Another big plus is the support team which has been responsive, well informed and genuinely committed to helping whenever questions or issues come up. I would absolutely recommend this platform to any organization wanting to strengthen its CRM capabilities and deliver excellent results!

Cons

I truly have no drawbacks to mention here.

“simple setup

Pros

The interface is clean and user friendly and adding new users is very simple.

Cons

There aren't enough tutorials available so we're probably not taking full advantage of all the features. It also lags quite a bit and can be very slow to load.

“reliable file storage overall

Pros

Creating files is simple, storing documents is convenient and the platform is dependable most of the time.

Cons

It does glitch fairly often and can be slow to respond. When problems come up I need immediate support but that help usually isn't available.

“Amazing xero integration

Pros

After moving two separate practices over from two different document and accounting systems including Handisoft the first time and an AE document management system later, this has been a really positive change. It's easy to use, works exceptionally well with Xero and the storage performance has been excellent. I can pull up information quickly without dealing with any lag.

Cons

One thing that could be improved is the signing workflow. Right now I have to click the signing tag every single time I want to place a signing field in a document. It would be much better to select the signer once and then just add signature fields wherever they're needed.

“access anywhere, work anywhere

Pros

Having access to files anytime and from anywhere has been a huge benefit. It's made it much easier to keep working from home or wherever needed especially in this COVID world.

Cons

At times it can feel a bit old school and it would be better if there were an option to keep our own backup on a hard drive or something similar.

“customizable folders

Pros

Starting off with it is simple and the folders can be customized to match personal preferences really well.

Cons

The document signing feature currently works for only one document at a time so it would be much better if it could be improved to handle multiple documents.

“Team sharing that really clicks

Pros

Working with this platform has been especially helpful because sharing files across the team is very convenient even when members come from different locations or backgrounds. It makes reviewing reports and other related documents much simpler and more efficient for everyone involved.

Cons

I'm still figuring this out but my only concern so far is with the platform and OneDrive integration. The initial document linking process feels like it takes quite a while the first time you set it up although things seem to work fine after that.

“all files in one place

Pros

Having everything stored in one place makes a big difference and all staff can get access to the files whenever they need them.

Cons

It still feels a little outdated at times although that has been improving. Getting used to it was quite a challenge for me at first.

“Good templates

Pros

Using this platform has worked really well for us because it connects nicely with the software we already use and is very simple to figure out. The Templates feature has made communicating with clients much simpler and I also appreciate that it works both as an app and through the web.

Cons

Can be a bit slow occasionally although that may also be related to our internet connection.

“digital signatures done right

Pros

It handles digital signatures really well and the document storage and management features keep everything organized in one place.

Cons

I haven't run into any issues with the software and I'm very happy with how it performs.

“Great o365 integration

Pros

Having direct integration with both O365 and Xero is a huge plus since those are my two main sources of information. The newer option to save directly has been excellent as well and it's especially nice knowing that feature came from customer feedback. It really feels like the company pays attention to what its users ask for.

Cons

Something still missing is the ability to add merge fields to the 'to' field in email templates. I'd really like the prepopulate feature to fill in not just the email body but the recipient too when selecting a template.

“document handling made easy

Pros

Getting started with the software was very simple. There are several convenient ways to save documents into it including directly from emails, by drag and drop and through the its Drive. Document signing works well for our team and even more importantly it's simple for clients to use too. The Xero integration is a big benefit because it removes the need to manually create client folders in the platform and being able to archive the folders when a client is archived in Xero saves us a lot of time.

Cons

The only thing I'd really like to see is support for using the software on an iOS device so I wouldn't have to bring my laptop with me when traveling.

“Cloud storage we rely on

Pros

Having a cloud based central place for storage along with document signing has been great for us.

Cons

There's not really anything to complain about, we can't imagine running our business without it now.

“well-organized files

Pros

Everything stays neatly organized and locating files is quick because the structure feels familiar. It saves us a lot of time and keeps things consistent thanks to the document templates we can set up. Filing directly from Outlook is also very convenient.

Cons

Nothing to mention here. It has been working really well for us and does exactly what it promises.

“secure access without servers

Pros

Not having to pay for an in house server has been a big advantage for us. The platform works reliably, feels secure and gives us convenient access whenever we need it.

Cons

We really haven't run into any issues. We've been very happy with this platform.

“easy client signing workflow

Pros

Using this platform has been very simple. It's really convenient being able to update documents directly on the server instead of downloading them first. Another standout benefit is being able to send documents to clients from within the platform and have them sign everything there.

Cons

Something I would change is the way document editing autosaves in the system because there doesn't seem to be a way to undo those changes. In one case a lot of information was accidentally deleted from an Excel spreadsheet and I couldn't reverse it. I ended up having to enter all of the information again.

“Excellent Outlook setup

Pros

Running this alongside Outlook has been really valuable for our business. All incoming and outgoing emails are automatically stored here and we can also save documents from Outlook straight into the right files. It works very well because any team member can quickly view correspondence and access the documents they need.

Cons

The only thing we would change is the post upgrade file arrangement. We'd prefer to go back to the previous setup where files were shown by last submitted rather than the current ordering.

“Responsive support

Pros

Being cloud based makes everything much more accessible, the platform gets updated regularly and support has been consistently helpful whenever needed.

Cons

One frustration is the upgrade process since it requires upgrading every user instead of allowing selected people (like just the management team) to be upgraded. There are also a few error codes that still come up and the way email titles are handled can be frustrating.

“Smooth microsoft 365 visibility

Pros

Having it connected with Microsoft 365 and Xero Practice Manager makes a real difference for us since we can access files and emails across multiple platforms without jumping through extra steps.

Cons

The document signing workflow still has room for improvement and adding an integration with HubSpot would make the platform even more useful for our team.

“helpful customer service

Pros

Using the software is simple and the Support Centre has been quite good. They usually respond within a reasonable timeframe which has been really helpful.

Cons

While setting things up I did notice that some of the instructions were not explained very clearly so a few parts could use more detail.

“powerful updates

Pros

It works really well with XPM and Outlook which has made it a strong fit for our workflow. They keep improving the platform and rolling out new features almost every month which is impressive. The recent updates to the PDF functions have been amazing and the template and document signing tools are very simple to use.

Cons

It would be even better if the task management features were improved and adding an option to auto save incoming emails would be great.

“Valuable additions

Pros

Having document signing automatically save back into the original folder has been great. The new PDF editor also looks like a really valuable addition to the platform.

Cons

At the moment there's still no way to customize the email content or choose the email address used for sending document signing requests.

“secure portal we love

Pros

After using the standard version for the past couple of years we've come to really appreciate it! We're currently testing the new Super Suite and the connect feature is the part we're most excited about since it gives our team, our clients and their clients a separate secure portal for dropping off and collecting reports.

Cons

Our only significant concern is that every team member currently has the same level of access and permissions which feels risky given today's data breach reporting environment. Junior staff should be able to have limits placed on certain functions until they've built up the necessary experience.

“incredibly easy

Pros

Using this software has been incredibly simple. We're able to scan documents from our scanner straight into this through a unique email address, rename them, save them into the right client folder and have them instantly available for our offshore team to begin processing. They can also save documents on their side and we're able to review and finalise everything with them right away in a very collaborative way. Another big plus is that this system keeps getting improved and updated without any effort from us. The upgrades happen quietly in the background and we get immediate access to new features with no version control problems or downtime from waiting on server based software updates.

Cons

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

“sharepoint benefits

Pros

Something that has worked really well for us is keeping all the advantages of SharePoint (data security, collaboration tools and the rest) while getting a much simpler, more user friendly interface on top. Another big plus was letting clients e-sign documents without having to log into a portal which has been really important for us.

Cons

A few of the usual SharePoint quirks still come through especially when it comes to having to prefix document names to keep bundled packs in the right order.

“Paper-free and well organized

Pros

Right from the start their team has been incredible and always ready to help. Over the years the platform has saved me countless hours. It played a big part in helping me transition to a paper-free way of working and it keeps my document management simple, tidy and well organised.

Cons

While it keeps rolling out great new features sometimes it can be a challenge to keep up with everything that's new.

“convenient lcoud based set up

Pros

It works really well with XPM, Outlook and Office which makes daily tasks much more connected. The cloud based setup is also very convenient and the system is simple to use overall.

Cons

Navigation can become a bit tricky when the folder structure isn't organized properly from the start.

“all-in-one platform

Pros

Everything being together in one place has been a big plus! I can get documents signed without them leaving the client folder and the signing feature being connected to XPM makes it really convenient to pull through contact details for signatures. The menu layout is probably my favourite part and the tiered structure feels much cleaner and more compact.

Cons

I haven't come across anything I dislike about it yet.

“Solid storage

Pros

Automatic signing is really convenient and the storage is solid as well.

Cons

At the start, punctuation marks couldn't be used during setup although that has since been changed. ATO mate also creates a new folder which is not ideal. Another thing that bothers me is the newer signing options, you can't line up the boxes properly and once you've selected signature, date signed and similar fields, scrolling up and down is not possible.

“fantastic document management

Pros

Managing documents with this software has been amazing and getting everything set up was easy too!

Cons

There's not really much to complain about. I'm happy with most (if not all) aspects of it.