A secure document portal that your clients can access from any device.
Delight your clients with security and simplicity
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.
Access on any device
It's so easy for your clients to access their own secure portal and see the information requested, messages, and outstanding items. They can upload files, use their smartphone camera, and even complete and sign documents digitally.
A new portal in seconds
Create an individual, secure document portal for every new customer. Share files, choose document permissions, add signature requests and switch password protection on or off as needed.
Add your own branding
Build client trust with your own branding, including your logo and tones. Make it your own and add a personal touch to introductions, messages and alerts.
Client Portal Resources
Client Portal Software: A Guide To Choosing The Right Solution
Storing, sending, and receiving your documents in a secure, safe, and independent portal can enhance data collection and analysis. Client portal software creates a new portal for every customer, automates data collection, simplifies document access, and boosts document security.
Here are five factors to consider when purchasing client portal software.
How to Increase Your Client Return Rates
This guide will step through the common methods to ensure your clients understand the portal and utilize it to make your life easier. It's as simple as a few little tweaks!
Discover more powerful features
Power up your workflow with easy-to-use automation.
Integrates with your existing tools
Sync returned files with Google Drive, Dropbox, OneDrive, Box & more. And use API or Zapier to send returned form data to your desired destinations.
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."