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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WorkflowMax and SuiteFiles combine your client data and files with automations that give you back time to look after your clients.

Improved workflows

WorkflowMax x SuiteFiles is your projects integrated with your documents for cloud-based project management. Creating a client in WorkflowMax gives the option of auto-creating a SuiteFiles folder for that client complete with a sub-folder structure. Uploading documents against an existing client folder in either system will auto-magically sync across both.

Improve workflow

Digital signing

Documents you set up in SuiteFiles can be populated with client data from WorkflowMax and be ready to sign in a few clicks! Control the signing process by adding notes or checkboxes to confirm understanding and set expiration dates to promptly receive signatures. Sit back knowing you’ll get a notification when your document has been signed or actively trace signatories’ actions throughout the signing process.

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Document generation

No need to copy and paste! With SuiteFiles, you can create templates for common documents and emails (e.g. engagement letters). Make them instantly available to your colleagues and pre-populate them with client names, addresses etc. pulled from WorkflowMax.

Document generation

Work with Office

SuiteFiles is the missing link between WorkflowMax and Office. Access any Microsoft Office file – like Word, Excel, PowerPoint – and edit them live online. Easily auto-save your emails, access SuiteFiles documents from within Outlook, plus upload and download attachments. .

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.