Automated Alerts and Reminders
Set due dates, schedule requests and automate client reminders.
Stop chasing clients for documents
No more follow-up calls, manual emails, post-it notes, friendly text reminders, or 'quick check-ins'.
No more overdue requests
Set due dates for your document requests and let us do the reminding.
Approve or reject documents and let our follow up algorithm chase clients for you.
Beat busy Inboxes
Keep clients informed via email and text messages when requesting documents.
SMS messages direct your clients straight to their mobile-optimized client portal on their phones.
Set and forget
Don't miss month-end or year-end deadlines. Schedule recurring requests to get documents, tax returns or renew contracts.
Use FileInvite Bulk Request™ feature to send the same request to all of your clients, in one go.
Automated Document Collection Resources
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."
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.
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.
Discover more powerful features
Power up your workflow with easy-to-use automation.
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.
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.
Automate your information requests
Automatically create digital versions of your paper forms using templates. Your clients complete them online through their dedicated client portal.
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.
Trusted by thousands of happy customers
"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."