SuiteFiles Reviews

“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.