With our community of partners, you can get expert advice and training so you can be up and running in no time! SETUP PARTNERS
Seamlessly bring together your client data and files through WorkflowMax and SuiteFiles. Sync your documents and generate files with client info.

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

Beautiful Accounting Software. Invoices, purchases and contacts flow automatically into Xero.

Zendesk
Customer Support

The time widget allows support agents to enter time against the ticket they are working on.

Plan Right
Staff Scheduling

Power up capacity planning and staff scheduling in WorkflowMax with drag and drop functionality.

Hubspot
CRM

For an integrated solution add this powerful CRM & Marketing platform to the mix.