SuiteFiles

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.

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

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

• Document management software
• Cloud file sharing
• Digital document signing
• Professional services automation
• Client collaboration portal

Headquarters

HQ city

Wellington

HQ country

New Zealand

HQ region

Oceania

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. 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

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core 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

Named customers17 records

Segments8 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration16 records

AI capability3 records

Feature9 records

Partnerships

Twelve partnerships are on record, tiered core and secondary.

• IRIScoreTechnology or IntegrationIntegration 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.
• MYOBcoreTechnology or IntegrationIntegration 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.
• XerocoreTechnology or IntegrationDeep 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.
• KarboncoreTechnology or IntegrationBidirectional 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.
• WorkflowMaxcoreTechnology or IntegrationAutomatic 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.
• HubSpotsecondaryTechnology or IntegrationSync 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 365coreTechnology or IntegrationCore 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 OnlinecoreTechnology or IntegrationAuto-populate SuiteFiles document and email templates with QuickBooks Online customer data. Streamlines document signing and enables secure client collaboration through SuiteFiles portals.
• BGL CAS 360secondaryTechnology or IntegrationAuto-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.
• WorkGurusecondaryTechnology or IntegrationView SuiteFiles documents in WorkGuru, create folders, and save files directly. Enables engineering and manufacturing firms to manage project documentation within their existing workflow tool.
• ATOmatesecondaryTechnology or IntegrationAuto-file ATO correspondence and audit trails into SuiteFiles for Australian accounting firms, maintaining compliance documentation in the document management system.
• ATO SmartDocssecondaryTechnology or IntegrationAuto-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

Direct 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

• Xx.com/suitefiles
• Facebookfacebook.com/suitefiles

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds2 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SuiteFiles