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Welcome to SuiteFiles!

If you're looking to get started with SuiteFiles, you've come to the right place. Use this guide to help you with the basics of SuiteFiles.

This guide will step you through: 

Setting up your computer and browser

It's important that your computer and browser are set up correctly for the best and smoothest performance. We've included a summary of what we recommend below but we suggest learning more about our system requirements here

System Requirements - Windows

  • Windows 10 or above
  • The latest version of the Chrome browser
  • Office 2016 or Office 365 (32-bit) 
  • Microsoft's latest OS build

System Requirements - Mac

  • The latest version of macOS
  • The latest version of Safari
  • Office 2016 or Office 365 (32-bit) 

Logging into SuiteFiles

So long as you have a browser like Chrome installed on your computer and have been activated in SuiteFiles by your SuiteFiles Administrator, you're ready to go. You'll receive an email with  log in instructions. Or, if you know your SuiteFiles site URL, simply paste this into your Chrome browser, press Enter and log in using your Office 365 username and Office 365 password. If you're not sure what your SuiteFiles site URL is, please check with your Administrator. 

Please note if you have been activated by your SuiteFiles Admin but are seeing an Access Denied message or blue spinning wheel, please check if third-party cookies are blocked. For steps to check and allow cookies please click here

Once you've met the technical requirements and have logged into SuiteFiles successfully, we recommend that you also:

Installing the SuiteFiles apps

Our main app is the SuiteFiles Web app. This is the one you'll be logging into each day from your browser. We also have a range of SuiteFiles apps to complement the Web app: 

Please note: You need to be on our Semi-Suite or Super Suite subscription to access these apps.

Connect our integrations

  • The SuiteFiles OneDrive integration allows you to access your files from the File Explorer and offline. This integration is installed by each user. 
  • If you're using Xero Practice Manager, WorkflowMax, MYOB Practice Management/GreatSoft or BGL CAS360, your SuiteFiles Adminstrator can connect the integration(s) via SuiteFiles following the guides below:
    • Setting up the Xero Practice Manager Integration will allow client data to flow through into your document & email templates, display the XPM icon in the Clients list and link you to your Grouped Clients in SuiteFiles. 
    • Setting up the WorkflowMax integration will allow client data to flow through into your document & email templates.
    • Integrating with MYOB Practice Management/Greatsoft will allow client data to flow through into your document templates, and display the MYOB Practice Management/GreatSoft icon in the Clients list.
    • Integrating with BGL CAS360 will allow documents to flow through into your SuiteFiles site.

Note: The Xero Practice Manager, WorkflowMax, MYOB Practice Management/GreatSoft and BGL CAS360 integrations only needs to be done once, by your SuiteFiles Administrator, and will become available for your whole team in SuiteFiles.

Quick Start Guide for SuiteFiles Admins

If you're responsible for your SuiteFiles site, as well as making sure everyone in your team has the correct system requirements, you will also want to take a look at the following instructions to get your SuiteFiles site ticking along smoothly. 

Other helpful articles

How do I log into SuiteFiles?

File and folder basics

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