Why do our customers choose FileInvite over Dropbox?
FileInvite does more than store documents - it automates the document collection process:
- Saving customers hours of time chasing down files
- Ensuring sensitive data and documents are managed securely
- Simplifying and streamlining the entire process for their clients

Certified, compliant & industry-recognised





Increase productivity with a simplified document management process
Dropbox allows you to store, sync and share files with anyone, but FileInvite automates your entire document collection workflow. This simplified document management process has increased productivity for FileInvite customers, producing major results such as:
- An 88% decrease in time spent collecting documents
- A 34% decrease in document turnaround time
- 2-20 hours saved each week

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FileInvite works with Dropbox to streamline your processes
FileInvite and Dropbox can work together to allow you to automatically rename and upload requested documents to your allocated folders on the Cloud. Some benefits of using both tools include:
- The ability to request an increased number of documents: FileInvite allows you to request photos, signatures and third-party data.
- A more secure solution: Sensitive files sent through FileInvite will only be shared with nominated contacts, so there is limited risk compared to Dropbox’s shared folders.
- A better experience for your clients: FileInvite offers custom branding to help you establish trust with your clients throughout the entire document collection process.
Simplify your workflow with a full API suite & out-of-the box integrations
FileInvite integrates into many of the most common cloud-based storage solutions, including Google Drive, OneDrive and Box, as well as various data providers like illion's BankStatements, to optimise your existing workflow.
FileInvite also offers many pre-built Zapier triggers and workflows, as well as an enterprise-grade API, to seamlessly integrate with your CRM or LOS.

Trusted by customers around the world
"I keep files out of my inbox and easily managed with FileInvite. It sets auto-reminders for my clients and I can customise the list of items I'm asking for to simplify the process. It also links to my other software like Box, Dropbox and Google Drive."
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"Sending reminder emails, sifting through attachments, and chasing files distracts us from our core competencies. Using FileInvite eliminates this. It lets us focus on bringing insights and value to our clients."

"FileInvite has made me much more productive. It keeps all the documents I need precisely where I need them and allows me to create my own templates. Increased productivity. Decreased frustration."
