With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

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Seamlessly bring together your client data and files with WorkflowMax and SuiteFiles.

Improved workflows

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.

Improve workflow

Document generation

Minimise time-consuming tasks by creating templates for common documents or emails. Make them instantly available to colleagues and pre-populate them with client data from WorkflowMax.

Document generation

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.

Work with office

Other popular integrations

Xero
Accounting

Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.

Zendesk
Customer Support

When WorkflowMax and Zendesk work together, the time widget lets your support agents enter time in the ticket they're working on.

PlanRight
Staff Scheduling

Become an expert in managing capacity and workload when you use PlanRight and WorkflowMax together.

Hubspot
CRM

Combine this powerful CRM and marketing platform with WorkflowMax to nurture prospects into happy customers.