Question 1

Who does the tagging - isn't that just filing with extra steps?

Accepted Answer

Nobody tags as a separate job. Documents save against the client's record as part of doing the work - the same click that used to choose a folder - and client, year and type travel with it. In Workiro a document that goes in wrong is still findable by every other fact it carries; a misfiled document in a folder tree is findable by nothing.

Question 2

What can the AI actually answer?

Accepted Answer

Ask where a client stands and get an answer in seconds, pulled from across the whole record - documents, conversations, approvals and signatures. Every document carries its facts (client, year, job, status) as data the AI can read. SuiteFiles' AI can summarise a document or fill a template, but it works one file at a time and cannot tell you where the client stands, because in a folder system nothing connects the files.

Question 3

SuiteFiles is built on SharePoint - doesn't that make it ready for Microsoft Copilot?

Accepted Answer

Copilot inherits whatever your system holds. If that's folder paths and filenames, that's what it reasons over - a path says where a document was put, not which client, year or job it belongs to, or whether it was ever signed. Microsoft's own guidance is to use metadata instead of deep folder structures. Workiro attaches those facts to every document as standard, which is why its AI answers about a client instead of searching for a file.

Question 4

Do our clients need to log in, like they do with SuiteFiles Connect?

Accepted Answer

Workiro's secure client link needs no client account and no sign-in, on every plan. The client clicks the link, and everything they do is tracked against their file. To open their documents in SuiteFiles Connect, a client sets up an account and signs in using their Xero or Google login, or a Connect email and password.

Question 5

Can our team work from their phones?

Accepted Answer

Yes. Workiro has full iOS and Android apps, so reviewing, approving and signing doesn't wait for a desk. SuiteFiles has no iOS app, its Android app is a file viewer, and its desktop sync runs on Windows only - their own recommendation is the web app in a Chrome browser.

Question 6

Do we need SuiteFiles' top plan to give clients a portal?

Accepted Answer

Yes. SuiteFiles Connect, its client portal, sits on the Super Suite plan - the entry Semi-Suite plan is document management without the portal. With Workiro, the secure client link is on every plan, so sharing files with a client isn't something you upgrade to reach.

Question 7

How does Workiro's pricing compare?

Accepted Answer

Workiro publishes its pricing: plans from £20 per user per month, with document management and workflows on Full Control from £35, and the secure client link on every plan. SuiteFiles' price isn't the whole price: it runs on your Microsoft 365 subscription, so you're also paying Microsoft licences for every user, and its client portal sits on the top plan only.

Question 8

With SuiteFiles our data stays in our own Microsoft tenant - isn't that safer?

Accepted Answer

It means your data stays in your Microsoft estate - which also means your firm carries the estate: the configuration, the access permissions, a Microsoft 365 licence for every user, and a folder structure that only holds up if everyone files perfectly. Workiro is run by a listed public company (LSE: GETB) with ISO 27001 and SOC 2 held in its own name, full audit trails, and your data exportable whenever you choose.

Question 9

We've got ten years of folders. What happens to them?

Accepted Answer

They come with you - and the structure isn't wasted. Your folder paths become the starting structure in Workiro (client, year, type), so day one is searchable by the logic your team already knows, with nothing re-filed by hand. From then on, new documents carry that structure themselves instead of relying on someone to maintain a tree.

Question 10

Can we move our files to Workiro?

Accepted Answer

Yes, with migration and implementation support, typically under 21 days, and your old system live throughout the move - so nothing goes dark while you switch. Medical Assurance Bureau moved over a single weekend: started Friday, live by Sunday.

Question 11

Can we switch mid-tax-season?

Accepted Answer

Yes. Because your old system stays live during the move, you switch without a gap in access - even in the middle of your busiest season.

The job		SuiteFiles
It's 31 January and you've just found an unsigned engagement letter. How many more are there?	Wórkiro Answers in Seconds. One filter shows every unsigned letter in the firm.	SuiteFiles Search filenames, then open folders one by one. A folder doesn't know what's unsigned.
A partner asks “where does this client stand?” Answer without opening a single file.	Wórkiro Answered. The AI reads the whole client record and tells you.	SuiteFiles AI summarises one document at a time. The client-wide answer is still you, reading.
Get a client to sign today, not after they've reset a portal password.	Wórkiro Signed today. Your client clicks one secure link and signs. No account, no password, and it files itself.	SuiteFiles The client creates a SuiteFiles Connect account and signs in. The portal sits on the top plan.
The regulator asks for one client's file. Hand over the whole story, not a folder of PDFs.	Wórkiro One record. Every document, message, approval and signature, time-stamped in one place.	SuiteFiles Files and version history in SuiteFiles. Approvals and conversations live in inboxes.
Your best manager hands in their notice. Can anyone else find their clients' documents on Monday?	Wórkiro Found. Every document carries client, year and job, so anyone can find it from day one.	SuiteFiles Findable if you can reconstruct the folder logic that left with them.
A partner has 20 minutes on the train. Approve the accounts from a phone.	Wórkiro Approved. Open the client record in the iOS or Android app and approve it there.	SuiteFiles No iOS app; the Android app is a file viewer.

SuiteFiles Vs Workiro

Both manage your documents.
But one has no clunky folder tree to maintain - and is best structured for AI.

Pick SuiteFiles If...

Choose Workiro If...

Folder trees aren't made for AI.Tags were built for AI to give you better answers.

One makes you dig.
One surfaces answers.

SuiteFiles Screenshot:

Workiro Screenshot:

Results across real work:

Workiro connects to the tools practices like yours already run:

Hand an Auditor the Full Story in One Record

7 Things to Ask on a Demo:

Frequently Asked Questions SuiteFiles vs Workiro:

Looking for a SuiteFiles Alternative? Compare on Your Own Kind of Work.