This section will outline everything you need to know to set up SuiteFiles for your businessSee all articles
From the basics to our most advanced features, learn everything you need to know about SuiteFilesSee all articles
Dive into setting up our apps such as SuiteDrive and the SuiteFiles Outlook add-in
- Installing the SuiteFiles Outlook add-in
- Installing the SuiteFiles Chrome extension
- Installing SuiteFiles Drive
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?
Learn how to send documents securely from colleagues and clients in a few easy stepsSee all articles
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
Guides to help resolve common issues and answers to our frequently asked questions
- Help I can't find a file or folder
- Resetting your access token
- Is there an upload limit in SuiteFiles?