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Oceania, US West Coast & Asia Pacific
Australia 路 New Zealand 路 US West Coast 路 Western Canada 路 Singapore 路 India 路 Japan
Europe, US East Coast, Middle East & Africa
UK 路 Ireland 路 UAE 路 US East Coast 路 Eastern Canada 路 South Africa 路 Central & South America
Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.
Connect Airwallex with WorkflowMAX to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.
Integrate SuiteFiles with WorkflowMAX to seamlessly manage and share documents via SharePoint, keeping client files secure and accessible.
Integrate QuickBooks with WorkflowMAX to simplify your financial processes. Key data flows between platforms, reducing manual work and helping you stay on top of your business performance.
Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.
Upload documents to WorkflowMAX and they automatically push into Box. Great for collaboration and storage.
Streamline operations & boost growth with WorkflowMAX & HubSpot integration. Sync data, automate workflows, get insights for informed decisions.
Integrate WorkflowMAX with Dropbox, you can quickly and simply share files with clients. Store and share your files from any device, wherever you are in the world.
EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMAX.
Still have questions?
Both use SharePoint for underlying storage. SuiteFiles adds a practice-management layer client portals, structured filing, and workflows for accounting firms. The direct SharePoint integration suits firms that want to manage their own SharePoint environment. Choose based on whether you need SuiteFiles' practice-specific features.
SuiteFiles integration is available across WorkflowMAX plans. You'll need a SuiteFiles subscription separately.
Yes. SuiteFiles offers client portal capabilities, so documents stored against jobs can be shared with clients securely useful for accounting firms exchanging sensitive documents regularly.
Yes. Documents sync between WorkflowMAX and SuiteFiles, so files are accessible from either platform.
SuiteFiles is designed for accounting and professional services firms, with client portals, document signing, and structured filing built for practice management. If your firm already uses SuiteFiles, the WorkflowMAX integration keeps job documents within the same platform.
SuiteFiles connects to WorkflowMAX as a document management system, storing job documents in your SuiteFiles environment via SharePoint. Files uploaded against jobs are routed to SuiteFiles and remain accessible from WorkflowMAX's Documents tab.
No credit-card required