Alexandra Jumper: Outsourced Accounting And Financial Document Requests

Posted by Nick Allen on Sep 17, 2019 1:58:44 PM

We caught up with Alexandra Jumper from Aprio Cloud to understand the impact of implementing FileInvite across an Outsourced Accounting and Financial Services firm.

 

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Topics: receive large files from clients, requesting accounting documents, outsourced accounting

Receive large files from clients with FileInvite

Posted by Nick Allen on Jan 18, 2019 3:39:18 PM

If you’re like me and have struggled to receive large files from clients then having software for document collection like FileInvite could be the solution you're after. 

Our platform really comes into its own with the collection of multiple large files, when you need to describe to your client exactly what you're after and get all your documents back in a timely fashion.

But beyond having the right platform, here are our 5 steps to streamline the process of receiving large files from clients.

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Topics: client portal, receive large files from clients, large files, receive large client files, how to receive large files from clients

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