FileInvite

4.7 (99)
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Automated cloud-based document collection system for clients

Overall rating

4.7 /5
(99)
Value for Money
4.6/5
Features
4.4/5
Ease of Use
4.6/5
Customer Support
4.8/5

97%
recommended this app
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99 Reviews

Jerald
Jerald
Overall rating
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

I like this site

Reviewed on 08/03/2018

The auto follow up are the main thing. Together with SMS integration it makes for a great combo! :)

The auto follow up are the main thing. Together with SMS integration it makes for a great combo! :)

Pros

I love the extra follow ups that it does automatically. It has made my follow ups with clients very easy to do.

Cons

The signature feature is kinda broken. The signature never appears on the right spot and the box can't be resized. People just type in their signature as well and there's no way to disable this :( Please see RightSig for a good reference point.

Melanie
Overall rating
  • Industry: Consumer Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

A good communication tool

Reviewed on 20/01/2023

Pros

Here at my business we use this app for file sharing. It makes a great communication tool, simple and fast.

Cons

I don't have any cons for this app as of right now.

Response from FileInvite

Hi Melanie, Thanks so much for your lovely feedback! Glad to hear it's working so well for you.

Would you be willing to join our customer research panel? Doing so allows you to share suggestions and feedback that can shape the future of our app (Most opportunities come with the opportunity for a voucher or $ as a token of our appreciation). If so, please just send me an email.

Dylan
Dylan
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Monthly for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 8.0 /10

Gathering information made easy

Reviewed on 06/11/2018

Overall the product is good and helps our agency collect information necessary.

Overall the product is good and helps our agency collect information necessary.

Pros

FileInvite has made collecting important information from our clients so much easier. We can send a email right to them asking for specific items and they can send right back fast and secure.

Cons

Price is a little expensive to just receive files.

Thomas Jason
Overall rating
  • Industry: Accounting
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great for business growth

Reviewed on 22/12/2021

Overall FileInvite is fantastic, you really have a great product and it meets all the needs of...

Overall FileInvite is fantastic, you really have a great product and it meets all the needs of what we were looking for originally.

Pros

Pros: SMS feature, email feature, auto reminders, simple to use, easy to train new staff, organization is easy, flexible and clean, ability to have templates with hyper links is great. We've had the ability to grow our business because on boarding a new client is so much more streamlined and organized. I am very happy we found you guys.

Cons

Really no complaints, just some suggestions. We really wish there was a way to toggle off and on per invite the default template messaging when a client receives a new invite. 9/10 times its fine, but occasionally we need the default template wording to be different and the only way to change it is to change the universal language for the entire account, save it, go back to the invite, send it and then go back again and change the template back (and hopefully you remember to change it back). Also, we wish that if a client starts responding to the requests that the reminder notifications would automatically turn off. We've had complaints from clients that will start sending data in and then get an email telling them to send data in :)

Response from FileInvite

Thanks Thomas, we really appreciate your feedback. We've shared it with the product team and they would like to discuss your comments further. Please contact us at [email protected] and we can set up a time to discuss further.

Charles
Overall rating
  • Industry: Legal Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 6.0 /10

General Thought

Reviewed on 30/12/2021

Pros

0. Simplicity and easy to use
1. Able to create Templates
2. eMail notifications being sent automatically for each message
3. An Invite can be duplicated now
4. Quick access from the link given for the Invitees with or without passport setting
5. File conversion into PDF file

Cons

Things to be improved rather than Cons:

1. Unable to prepare 'Create New Invite' first without linking a Contact at a drafting stage. A Contact has to be linked first to create a New Invite not the other way around. This results in the prepared Invite being deleted automatically when the Contact is to be changed without being given a warning notice before proceeding.

2. No memo writing function for each Invite: a short memo or information has to be written sometimes for each Invite but there is no function unless a Request is used for a note recording purpose.

3. No sending message function for the multiple Invites selected as only message sending is limited to an Invite. This means though the same information each message has to be prepared separately for a group of Invites.

4. A function that an Invite sent/used can be reused as a draft in Template. A template has to be first made to create an Invite not the other way around. If an Invite can be duplicated into the Template folder, it will save a lot of time in terms of modification and reusability of sent/used Invite.

5. A message may be included for the reason when a file upload is 'Rejected' due to not being in the correct type.

Response from FileInvite

Thanks Charles. We want to make the customer experience as smooth and hassle-free as possible. That's why we're constantly looking for ways to improve our service. We'll consider your feedback when improving future versions of our software, so thanks for taking the time to tell us what's important to you.

Lindsey
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

A great, user friendly program

Reviewed on 29/07/2022

Pros

I liked how easy to use the interface was. My clients never had an issue maneuvering through the software. Even on a mobile device, it still looks great and is easy to navigate.

Cons

The software was great, but just not customized to my profession enough. And I know it isn't meant to be for accountants. I was looking for something that had specific features specifically for accounting that would simplify my processes. This was a great starter portal for me to use in my first year of running my business 100% virtually, but eventually, I had to upgrade to something more robust.

Response from FileInvite

Thanks for your review, Lindsey. We're glad you found the software so easy to use!

Because we serve customers across so many industries (Finance, Legal, Academic, etc.), we'd love to hear your feedback specifically from the accounting perspective.

If you would't mind sending us direct feedback, please message us via https://www.fileinvite.com/contact.

Maria Juliana
Overall rating
  • Industry: Financial Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

FileInvite Review

Reviewed on 21/12/2021

Very positive. It has helped me as a user save a lot of time and avoid manual tasks.

Very positive. It has helped me as a user save a lot of time and avoid manual tasks.

Pros

It replaces a pdf checklist, and it also frees up a lot of time - I do not have to constantly update the checklist every time the client sends a document. It also helps to keep everyone involved in the transaction with a status of what documents are still outstanding.

Cons

It does have a delay when loading.
Other things are minor suggestions as the team keeps using the software:
- when a request is rejected; it would be nice to leave a message that is separate from the original request.
- have a request assigned to a specific person but the item submitted can be seen by everyone on the overall invite.

Alternatives Considered

Docusign

Response from FileInvite

Thank you Maria! We're always looking for ways to improve our products. We appreciate your input, and we will share it with the rest of the product team.

Jenny Rose
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Perfect for document generation

Reviewed on 09/01/2022

Fileinvite is an efficient tool for the business as it helps us to request all the documents...

Fileinvite is an efficient tool for the business as it helps us to request all the documents required for the mortgage in less than 1 minute and it also saves time in saving as it will automatically downloaded in the drive.

Pros

I love the template options as it will be easier for us to request documents instead of using emails, typing them manually. I also love the autosave features as they will also save admin time.

Cons

When documents not syncing in the folder.

Response from FileInvite

Thank you for your great feedback Jenny! That's incredible that you've managed to get your requests down to less than 1 minute.

Brian
Brian
Overall rating
  • Industry: Consumer Services
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

There are many uses for this solution

Reviewed on 19/07/2019

The team behind file invite is very friendly and responsive. It is because of them that I am...

The team behind file invite is very friendly and responsive. It is because of them that I am willing to trust the process and give time for certain improvements, some of which could be arguably specific to my use case.

Pros

There is room for improvement, and based on where the platform is today, I believe it will continue to improve. Simplifies the document collection or tasking of clients. Easy to implement.

Cons

There are aspects of the process that are clunky and need improvement. There are aspects of the process from the client's perspective that should also be simplified. But it is working well enough currently to give some time for certain updates to come down the pike before we find an alternative solution.

Verified Reviewer
Overall rating
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great way to share documents and save time organizing files

Reviewed on 05/03/2018

Pros

You can just upload all documents to the same place, and have your customers also uploading. Everything will be there, so next time you are looking for something, you won't have to go searching everywhere.

Cons

Sometimes it will take a little while to upload files, but that could also be an issue with our connection. Let me also note that it is very rare to have an upload or download that will take long to complete, but it does happen occasionally.

Bruno
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great software, easy way to share documents and save time organizing files!

Reviewed on 02/11/2017

Being able to manage files received by customers and also send them files with notes. The way we...

Being able to manage files received by customers and also send them files with notes. The way we are able to communicate through the software is also awesome. I do recommend this file to all business owners, you will always need this type of software.

Pros

You can just upload all documents to the same place, and have your customers also uploading. Everything will be there, so next time you are looking for something, you won't have to go searching everywhere. The best of it all is that if you make a mistake when requesting a document, you can go back and edit it. It's so easy to manage files and add notes to it! Also, you can communicate with customers through it. Did I mention that it also transforms files to PDF automatically, making it easy to access through your phone or notebook? This is the one software we need to manage our files. Very easy and simple to use.

Cons

Sometimes it will take a little while to upload files, but that could also be an issue with our connection. Let me also note that it is very rare to have an upload or download that will take long to complete, but it does happen occasionally.

Mary Anne
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Streamline document collection for CPA Practice

Reviewed on 21/12/2021

Sick of thousands of emails from your clients? FileInvite saved us, especially in the digital...

Sick of thousands of emails from your clients? FileInvite saved us, especially in the digital pivot for COVID. Instead of receiving 5-10+ emails from each client, all documents were gathered into FileInvite. It was easy to check for missing information, easy to request additional data, and easy to share within the team. A+ product.

Pros

Sick of thousands of emails from your clients? FileInvite saved us, especially in the digital pivot for COVID. Instead of receiving 5-10+ emails from each client, all documents were gathered into FileInvite. It was easy to check for missing information, easy to request additional data, and easy to share within the team. A+ product.

Cons

We would like to be able to print the Requests and responses that are typed (versus downloaded documents) in a more printer friendly version, but we are able to print them now. This is needed so all documentation can go into our paper file.

Response from FileInvite

Thanks for your feedback Mary! Under the Messages of the Invite there is now a Print button to save the messages as a PDF to your desktop or print directly from within the app.

Colleen
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great for sharing information with clients

Reviewed on 21/12/2021

Pros

Fileinvite has solved the issue of how to send and receive sensitive information from clients in a safe and secure manner

Cons

I would like the search function to work from the initial dashboard, for the messages from clients to show immediately when you log in, for the forms function to be more sophisticated with great formatting, and for the reminders to have a custom reminder period (eg one month)

Response from FileInvite

We appreciate your valuable input Colleen, we're always looking for ways to improve our products. We will share it with the rest of the product team.

Courtney
Overall rating
  • Industry: Banking
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Software

Reviewed on 30/10/2020

I have found FileInvite very easy to use. The templates are great and a file invite takes me no...

I have found FileInvite very easy to use. The templates are great and a file invite takes me no longer then 5 minutes to do. I use this everyday to check on progress and create new invites on behalf of the 2 mortgage brokers I work for.

Pros

I like that our clients can use this nice and simple software to keep track of what documents are required for their loan application.

Cons

I believe that the option to having more than one broker on the login and having an administrator comes with the full paid version of this software but that is my only con at this stage as we can't see if it will work for our group.

Response from FileInvite

Many thanks fo the feedback Courtney. We will look at adding "send on behalf of" to the trial. We have many administrators using the send on behalf feature to manage documentation multiple brokers.

Stuart
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I had seen FileInvite advertised and thought it sounded okay but never took it any further,...

Reviewed on 09/03/2018

Saves time and frustration

Saves time and frustration

Pros

FileInvite keeps all the application and data collection process in one place, but more importantly I am able to arrange the requests to suit the type of lending - ie: first home buyers, Welcome Home Loans, property investors, non-bank lending etc and this way I can collect what is needed.
It also allows me to add detailed instructions for each piece of information that I require.
Plus collecting bank statements is now easy and I get the information in the correct format - love this add-on.
Best of all FileInvite converts everything to pdf format which saves a lot of frustration with trying to get every bit of information sorted out.

Cons

There is not much I don't like about this.
I guess it would be good if the mobile number for texts could be automatically be changed to a +64 prefix as I keep forgetting.

Seth
Overall rating
  • Industry: Sports
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Sports Agency

Reviewed on 06/05/2022

Pros

This software makes signing contracts for athletes smooth and secure. It’s very easy to navigate and makes it an easy and quick process for signing contracts.

Cons

Sometimes is takes a little while to upload a document.

Response from FileInvite

Thanks so much for the review, Seth. We're so glad that FileInvite has made your workflow easier, and we appreciate your feedback.

Michael
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Stop pulling your hair out!

Reviewed on 17/07/2019

It's given me the ability to provide secure portals for exchanging both information and conversation...

It's given me the ability to provide secure portals for exchanging both information and conversation. I can reference conversations we've had with accuracy and also review them for my next contact with them. It saves me from having to cruise my email for the last conversation we had or mistakenly delete the email. Overall clients love the security and how things are broken down by date due.

Pros

The ability to present a needs list to my client that is not overwhelmingly long.

Cons

I can't add video links to remarks. I use them to give short explainers of why it's important to give me what I need in the request.

Connie
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

great software

Reviewed on 09/03/2018

save us time and it will sending email to reminder the client and we don't need to manually f/up...

save us time and it will sending email to reminder the client and we don't need to manually f/up all the time.

Pros

first, the software can use the name you set up the template so after download, don't need to spend too much time to rename the file, second, if client upload the picture, you can choose to download the PDF one, and save time to convert the picture to PDF.

Cons

If client upload all the files and then you decide to download all the files, it will save as one merged PDF file, which has ID, bank statement, everything together, then we had to manually separate them, and rename, also under one template like bank statement, can't choose only download the merged docs for one template.

Pat
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Clients love it we love it

Reviewed on 08/05/2017

Pros

One place for uploading all docs. one place to check. One place for clients to go and make notes. Auto COnverting to pDF;s also awesome

Cons

Duplicating intro emails would be good - as in notes - we say similar stuff when sending out we have templates for the actual documents but can not copy/duplicate/drop in a note/intro as yet....

Response from FileInvite

Hey Pat, thanks for the awesome review and feedback, we take all comments on board and helps us make fileinvite even better for future releases.

Richard
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Has made me much more productive

Reviewed on 09/03/2018

Increased prodctivity. Decreased frustration

Increased prodctivity. Decreased frustration

Pros

Keeps all the documents I need precisely where I need them and allows me to create my own templates.

Cons

Needs to add the functionality for two people to sign the same document. Would like more options for sending reminders.

Tony
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great time saver for collecting documents

Reviewed on 08/05/2017

Pros

simple to use for us and the clients. We can modify requested documents easily and give detailed instructions as required

Cons

We still need to review each document received to check what it is if the client has not labelled files clearly.

Response from FileInvite

Thanks for the awesome review Tony! Did you know that you can preview the documents that have been received in the invite > requests tab. Hope that helps!

Brad
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Very helpful for our users

Reviewed on 08/03/2018

Pros

Secure docs and conversion to pdf
This has been a helpful tool that has cut down on time and made it streamlined to review docs. Integration with google drive is also convenient

Cons

Access for the individual user is managed by administrators and I'd like to see the individual having more access

Catriona
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

File invite Review

Reviewed on 29/12/2021

Has somewhat stopped the drip feeding of documents from clients

Has somewhat stopped the drip feeding of documents from clients

Pros

It is easy to use and makes collecting documents from clients easier and it is a more secure professional way to collect documents

Cons

Still getting the incorrect information - would like to be able to have more of a comments section to advise clients of exact requirements

Response from FileInvite

We really appreciate your feedback Catriona. We've shared it with the product team and they would like to discuss your comments further if you would like. Please contact us at [email protected] and we can set up a time to discuss further.

Hamish
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great for reminding clients of what's missing

Reviewed on 18/07/2019

Pros

keeping track of when clients look at the list

Cons

Nothing really overall delivers what it says it will

Sarah
Overall rating
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

I love Fileinvite - finally my world is easier and clients know what to do!

Reviewed on 10/03/2018

Pros

Its so easy with templates - and I do tailor each clients needs as well. I know when they are working on my requests and we have easy conversations between us to get to an end result - that being I have the documents I need from them - what a win/win

Cons

I do love this software - would like it to be a bit cheaper however the professionalism it shows to my clients is worth it - I have even put other advisers onto FileInvite. There's enough work for all of us!