Getting Started
This section will outline everything you need to know to set up SuiteFiles for your business
See all articlesUsing SuiteFiles
From the basics to our most advanced features, learn everything you need to know about SuiteFiles
See all articlesOur Apps
Dive into setting up our apps such as SuiteDrive and the SuiteFiles Outlook add-in
See all articlesSuiteFiles Connect
Guides for both SuiteFiles and Connect users to share folders and files within our client portal
- Getting started with SuiteFiles Connect
- How do I request a file from my client?
- How do I manage my connected folders?
Document Signing
Learn how to send documents securely from colleagues and clients in a few easy steps
See all articlesIntegrations
Set up our Xero Integrations to pre-populate your templates and link your client data
- Setting up the Xero Practice Manager Integration
- Xero Merge Fields for Templates
- Printing Tax Returns to SuiteFiles
Subscription and Billing
SuiteFiles Administrators can learn to manage permissions, users, and their subscription
- Creating security groups for folder permissions
- Updating your credit card
- Viewing and printing invoices