Seamlessly bring together your client data and files through WorkflowMax and SuiteFiles. Sync your documents and generate files with client info.
Save time and gain peace of mind when you work with SuiteFiles and WorkflowMax. Upload documents against a client folder in either system and they will automagically sync across both platforms.
Minimise time-consuming tasks by creating templates for common documents or emails. Make them instantly available to colleagues and prepopulate them with client data from WorkflowMax.
Work with Office
Access any Microsoft Office documents – Word, Excel, PowerPoint, OneNote – and edit them online through SuiteFiles or in desktop Office. Use SuiteFiles Outlook to easily manage your emails and client files straight from your inbox.