SuiteFiles
Document management for professional services firms
Product Overview
SuiteFiles is a comprehensive document management and client collaboration platform tailored for professional services firms, including accounting, legal, engineering, and real estate sectors. It integrates seamlessly with Microsoft 365, offering a unified solution for document creation, storage, collaboration, and client communication.
Features
- Document management: Create, co-edit, and share documents within a centralized platform.
- Email management: Organize, archive, and share emails across teams.
- Secure client portals: Facilitate secure communication and collaboration with clients.
- Unlimited document signing: Streamline approvals with unlimited digital signing capabilities.
- PDF tools: View, annotate, merge, reorder, rotate, add, and delete pages in PDFs.
- Automated folder generation: Simplify folder creation with automated tools.
- Integrations: Sync with applications like Xero, Karbon, QuickBooks Online, and Microsoft 365.
Funding History
Seed
$1.0MNovember 2018
Snowball Effect
Company Details
- Headquarters
- 🇳🇿 Auckland, New Zealand
- Founded
- 2012
- Type
- Legal Tech Vendor
- Total Funding
- $1.0M
- Funding Stage
- Seed
- Investors
- Snowball Effect