SuiteFiles
SuiteFiles is a Wellington, New Zealand-based cloud document management platform built on Microsoft 365, serving 1,000+ small and mid-sized professional services firms (primarily accountants) across ANZ, UK, and the US with document management, digital signing, client portals, and practice management integrations.
- Company typePrivate
- Founded2012
- HeadquartersWellington, New Zealand
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What SuiteFiles does
SuiteFiles is a cloud-based document management platform founded in 2012 in Wellington, New Zealand, that targets small and mid-sized professional services firms with a primary focus on accounting practices. The company reports serving more than 1,000 businesses and 12,000+ professionals across Australia, New Zealand, the United Kingdom, and the United States, and cites a 99.6% annual renewal rate and 4.8/5 customer satisfaction as indicators of customer durability. The product positions itself as an "intelligent workspace" combining document storage, creation, signing, collaboration, and email management into a single interface.
The platform is built on Microsoft 365 infrastructure using SharePoint and OneDrive as the backend storage layer, meaning customer documents reside within each client's own Microsoft tenant for data sovereignty, enterprise-grade security, and daily backup coverage. Core capabilities include full-text document search, AI Smart Templates that auto-populate documents with client data, AI-powered document summaries, unlimited digital signing with audit trails compliant in NZ, AU, and US jurisdictions, branded client portals (SuiteFiles Connect), an Outlook add-in with Save on Send email automation, built-in PDF editing tools, task management with in-document chat, and automated folder generation synced from practice management systems. SuiteFiles integrates bidirectionally with the major professional services platforms—Xero, MYOB, IRIS, Karbon, WorkflowMax, HubSpot, and QuickBooks Online—as well as Australia-specific tools such as CAS 360, ATOmate, and ATO SmartDocs.
Revenue is generated through tiered recurring subscriptions: Semi-Suite at approximately $230/month (annual) or $250/month (monthly) for up to 10 users, Super Suite at approximately $210/month (annual) or $225/month (monthly) for up to 5 users with unlimited signing and advanced features, and a Super Suite for Enterprise tier with custom pricing and multi-year contracts. The company operates with 1-10 employees using a hybrid go-to-market combining a self-service free trial on the website with assisted sales for mid-market and enterprise customers. The company has disclosed approximately $1M in funding (2018) alongside a small Callaghan Innovation grant (2016), suggesting an otherwise bootstrapped growth profile. Primary verticals are accounting, legal, and engineering, with secondary expansion into manufacturing, construction, real estate, insurance, and finance.
SuiteFiles firmographics
Firmographics- Name
- SuiteFiles
- Legal name
- SuiteFiles
- Website
- https://suitefiles.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- SuiteFiles is a Wellington, New Zealand-based cloud document management platform built on Microsoft 365, serving 1,000+ small and mid-sized professional services firms (primarily accountants) across ANZ, UK, and the US with document management, digital signing, client portals, and practice management integrations.
- Ownership category
- akta.pro rank
SuiteFiles industry classification
Industry- Product category
- Document Management Software
- NAICS
- Software Publishers (5132), Software Publishers (51321)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Enterprise Content Management (ECM) Suites (HDAEAGAB)
- akta.pro secondary industry
- Work Management & Collaboration Suites (BPAMAMAG)
Keywords
Where SuiteFiles is headquartered
LocationHeadquarters
- HQ city
- Wellington
- HQ country
- New Zealand
- HQ region
- Oceania
Markets served
SuiteFiles business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Software Licensing: Tiered subscription pricing model with Semi-Suite and Super Suite plans. Semi-Suite includes core document management and integrations; Super Suite adds unlimited signing, client portals, and advanced PDF tools. Enterprise pricing available for larger firms with custom requirements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Semi-Suite: Core document management for teams up to 10 users |
| Subscription | Annual | Semi-Suite Annual: Core document management with annual billing discount |
| Subscription | Monthly | Super Suite: Full-featured plan with unlimited signing for teams up to 5 users |
| Subscription | Annual | Super Suite Annual: Full-featured plan with annual billing discount |
| Subscription | Multi-year contract | Super Suite for Enterprise: Custom pricing for large enterprise-level firms |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
SuiteFiles product offering
Product offeringCore offering
SuiteFiles is a cloud-based document management and workflow platform built on Microsoft 365 (SharePoint/OneDrive) for professional services firms. It centralizes document storage, template-based document creation, unlimited digital signing, email management, and client collaboration into a single integrated workspace with automated folder structures, AI-powered templates and summaries, and deep integrations with accounting and practice management tools such as Xero, Karbon, MYOB, IRIS, and HubSpot. The platform is sold as a tiered subscription (Semi-Suite and Super Suite) plus custom Enterprise plans, bundled with onboarding and migration services.
Product overview
SuiteFiles is an intelligent workspace platform for professional services firms combining document management, collaboration, and workflow automation. The core SuiteFiles platform integrates document management, document creation with templates and auto-population, digital signing, client collaboration portals, email management, full-text search, secure storage, PDF tools, and task management. The platform is offered through two pricing tiers: Semi-Suite ($230/month annual, up to 10 users) providing document management, integrations, basic PDF tools and secure storage; and Super Suite ($210/month annual, up to 5 users) adding unlimited document signing, personalized client portals, advanced PDF tools, and automated folder generation. An Enterprise tier offers custom pricing. Key integrations include Microsoft 365, Xero, Karbon, HubSpot, IRIS, MYOB, WorkflowMax, QuickBooks Online, and industry-specific tools like CAS 360, ATOmate, and WorkGuru. All data is stored within the customer's Microsoft 365 environment (SharePoint/OneDrive) with enterprise-grade security.
Differentiator
Problem solved
Functional benefit
Products and services
- SuiteFiles Core Platform Cloud-based document management and workflow platform for professional services firms, enabling centralized document storage, template-based document creation, digital signing, email management, secure client portals, full-text search, PDF tools, and task management within the customer's Microsoft 365 tenant.
- Migration Services Guided onboarding and migration support for transferring documents from on-premise servers, local drives, OneDrive, SharePoint, and other legacy repositories into SuiteFiles while preserving folder structures and permissions.
Quantifiable outcome
- 235+ hours saved per year per team by removing busy work
- +6 more outcomes
Companies that use SuiteFiles
Customer profileNamed customers17 records
Segments8 records
Ideal customer profiles4 records
SuiteFiles technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration16 records
AI capability3 records
Feature9 records
SuiteFiles partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core and secondary.
- IRIScoreIntegration syncs client and contact data from IRIS into SuiteFiles, enabling auto-population of engagement letters, emails, and document templates. Allows firms to work with accurate, up-to-date client information without leaving SuiteFiles.
- MYOBcoreIntegration automatically imports and structures client information from MYOB into SuiteFiles. Reduces double-handling by bringing MYOB client data directly into document creation, review, signing, and delivery workflows.
- XerocoreDeep integration with Xero Practice Manager and Xero Tax enables joint client creation (auto-creates folders), single client view, and time-saving templates using Xero client data. Xero App Award Finalist 2025.
- KarboncoreBidirectional sync of client and organization data between Karbon and SuiteFiles. Enables auto-population of documents without leaving Karbon, and secure client collaboration through SuiteFiles portals.
- WorkflowMaxcoreAutomatic sync of company and contact details, simplified filing with structured subfolders for WorkflowMax clients, jobs, and suppliers. Speeds up workflows with templates and document signing.
- HubSpotsecondarySync client data from HubSpot to SuiteFiles automatically, eliminating copy-pasting. Use HubSpot automations to keep contact records updated, then sync with SuiteFiles for consistent data across platforms.
- Microsoft 365coreCore infrastructure partnership using Microsoft SharePoint and OneDrive as the backend storage layer. Enables real-time collaboration in Office apps, Outlook email integration, and OneDrive File Explorer access. SuiteFiles appears as a folder in OneDrive.
- QuickBooks OnlinecoreAuto-populate SuiteFiles document and email templates with QuickBooks Online customer data. Streamlines document signing and enables secure client collaboration through SuiteFiles portals.
- BGL CAS 360secondaryAuto-save files to client folders in SuiteFiles from BGL CAS 360, creating a single source of truth for client information. Featured on accounting industry page.
- WorkGurusecondaryView SuiteFiles documents in WorkGuru, create folders, and save files directly. Enables engineering and manufacturing firms to manage project documentation within their existing workflow tool.
- ATOmatesecondaryAuto-file ATO correspondence and audit trails into SuiteFiles for Australian accounting firms, maintaining compliance documentation in the document management system.
- ATO SmartDocssecondaryAuto-process and file any ATO document the practice receives directly into SuiteFiles, eliminating manual filing of tax authority correspondence.
Scale indicators11 records
Recent moves6 records
Expansion highlights6 records
SuiteFiles competitors and assessment
Company assessmentDirect peers
- DocuSign: DocuSign is the dominant digital signature and agreement management platform and competes with SuiteFiles' Super Suite signing capability. Both target professional services firms for contract execution, but DocuSign focuses on signing while SuiteFiles bundles signing with document management and portal functionality.
- NetDocuments: NetDocuments is a cloud-based document and email management platform focused on legal and professional services firms. It overlaps with SuiteFiles' legal practice segment and offers similar DMS, security, and collaboration features targeted at the same buyer personas.
- iManage: iManage is an enterprise document management platform serving legal, accounting, and financial services firms. It provides similar document organization, security, and matter-centric workflow capabilities to SuiteFiles, primarily competing in mid-market and enterprise professional services.
- M-Files: M-Files is an intelligent information management platform that uses metadata-driven organization for document management across professional services, accounting, and engineering firms. It competes directly with SuiteFiles in providing automated document workflows and integration with line-of-business systems.
- SmartVault: SmartVault is a cloud-based document management and client portal platform built specifically for accounting firms. It competes directly with SuiteFiles in the accounting vertical, offering similar document storage, client portal, and workflow features.
Broad incumbents
- Microsoft SharePoint: SharePoint is the underlying document management platform that SuiteFiles is built on. As part of Microsoft 365, SharePoint provides native DMS capabilities for enterprises; SuiteFiles differentiates by providing a user-friendly front-end and integrations aimed at SMB professional services.
- Box: Box is a broad cloud content management and collaboration platform that competes with SuiteFiles in document storage, sharing, and workflow. While SuiteFiles targets SMB professional services, Box serves a much wider market but overlaps in document management use cases.
- Adobe Document Cloud: Adobe Document Cloud bundles Acrobat PDF tools and Adobe Sign, directly overlapping with SuiteFiles' PDF editing, signing, and document management capabilities. Adobe is a much larger incumbent targeting enterprise and individual professional users.
Emerging players
- Karbon: Karbon is a practice management workflow platform for accounting firms that integrates bidirectionally with SuiteFiles. While both serve accounting firms, Karbon focuses on workflow and collaboration while SuiteFiles focuses on document management; they are complementary partners and partial competitors.
- Practice Ignition: Practice Ignition is an engagement letter and proposal automation platform for accounting firms. While SuiteFiles has overlapping template and signing functionality, Practice Ignition focuses specifically on client onboarding workflows, making it a partial competitor in the engagement letter workflow.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
SuiteFiles social profiles
Digital presenceSuiteFiles financial estimates
Financial estimateRevenue estimate
Valuation estimate
SuiteFiles leadership team
Management profileNumber of profiles
Profiles1 record
SuiteFiles funding detail
Funding detailFunding overview
Funding rounds2 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SuiteFiles M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SuiteFiles
What does SuiteFiles do?
SuiteFiles is a cloud-based document management and workflow platform built on Microsoft 365 (SharePoint/OneDrive) for professional services firms. It centralizes document storage, template-based document creation, unlimited digital signing, email management, and client collaboration into a single integrated workspace with automated folder structures, AI-powered templates and summaries, and deep integrations with accounting and practice management tools such as Xero, Karbon, MYOB, IRIS, and HubSpot. The platform is sold as a tiered subscription (Semi-Suite and Super Suite) plus custom Enterprise plans, bundled with onboarding and migration services.
Is SuiteFiles a public or private company?
SuiteFiles is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SuiteFiles founded?
SuiteFiles was founded in 2012. It employs 11 to 50 people.
Where is SuiteFiles based?
SuiteFiles is headquartered in Wellington, New Zealand, in the Oceania region.
How does SuiteFiles make money?
One revenue line is on record: subscription Software Licensing.
Who are SuiteFiles's main competitors?
Direct peers on record are DocuSign, NetDocuments, iManage, M-Files and SmartVault. Broad incumbents are Microsoft SharePoint, Box and Adobe Document Cloud. Emerging players are Karbon and Practice Ignition.
Does SuiteFiles have an API?
No public API is recorded for SuiteFiles.
What industry is SuiteFiles in?
SuiteFiles's product category is Document Management Software. Its primary akta.pro industry code is HDAEAGAB, Enterprise Content Management (ECM) Suites, with a secondary code of BPAMAMAG, Work Management & Collaboration Suites. Its NAICS code is 5132 and its SIC code is 7372.