Gain happy customers, happy staff and total visibility over your pipeline
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API & Integrations
Seamlessly integrate with existing systems
Seamless workflow integration
Use our full-featured API to connect with your systems. Post files and data to your cloud storage, trigger contact updates from your CRM or use our pre built Zapier triggers and actions. With our native Integrations for cloud storage and bank statement retrieval you can streamline workflows for your team and enhance customer experience.
Enterprise grade security
Our end-to-end encryption ensures that messaging, data and file transfers are secured to the latest global standards. Independent external testing and our enterprise AWS environment provide peace of mind for you and your customers.
Secure & Safe
At rest and in transit encryption
Access Profiles & Roles
Grant and rescind access
Head office provisioning
Create user profiles, set custom roles and grant access to users through the administrative portal. Grant temporary access, add or remove users instantly, review reporting, billings and connect to external workflows..
Consistent client experience
Create a seamless customer experience with a secure client portal. Implement brand compliant logos, colours and custom URLs. Set your own approved templates for forms, document requests and email alerts. Update centrally to meet legislative changes instantly.
Simple & Secure
A great client experience on any device
Team Sharing
Create master files and collaborate
Team collaboration
Share data and document requests across users, or delegate access to certain teams. Use the intuitive FileInvite dashboard to build invites from industry standard templates that you can save and share with your team to ensure compliance. Even give auditor access to communication logs.
Find Out More
Let's discuss how we can tailor a solution to meet your needs.
