Smart Notifications | Automate Client Reminders | FileInvite

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How Aprio Cloud Automates Accounting And Financial Document Requests

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

"Collecting client documents was totally a pain. We would kind of email back and forth with the clients and then they would get lost in what they had and had not submitted. We had clients uploading stuff directly to Box and kind of just keeping a running list through email.

From a client experience standpoint, that's not great at all! There are a lot of times where we're asking for things and they get lost off the list through lots of email threads. We're all about, efficiency and the cloud and what we had was neither efficient nor cloud-based.

So that's what led me to look for a solution. FileInvite is super intuitive. We cater to remote working entrepreneurs and small businesses. They're not keen to take on anything they consider convoluted or complex. I think what's great about FileInvite is that it's simple. It helps us stay organized and it's user-friendly."

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What is Automated Document Collection?

All you need to know about automated document collection tools, and what to look for to suit your specific needs.

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GUIDE

How to Update the Due Date & Reminders

So that client didn't quite get things done before the Due Date? Or maybe they just need a bit more time. Not to worry, Changing the Due Date and Reminders for an Invite is a sinch, this guide will show you the process.

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CLIENT PORTAL

Impress your clients and your colleagues

Request all the files you need from your clients in one system. Your clients are then guided through an intuitive portal experience and followed up with friendly reminders as your due date approaches.

DIGITAL SIGNATURES

Make contracts a breeze

Easily request single or multiple-party signatures on contracts, agreements, and applications. FileInvite was named a 2021 emerging favorite in Gartner's Capterra Digital Signature category.

DOCUMENT GENERATION

Automate your information requests

Automatically create digital versions of your paper forms using templates. Your clients complete them online through their dedicated client portal.

ADMIN DASHBOARD

Get visibility across your workflow

Request, review, approve and manage documents in one dashboard. Staff can do this at an individual level, and managers can have a team view.

"The amount of time that an employee is required to spend on a case has been reduced by more than eight times."

“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.”

“Sometimes there is an opportunity to work smarter rather than harder. FileInvite has delivered massive efficiency gains for us. It’s been a huge time saving that we never would have been able to achieve without it."