Client Portal

A secure document portal that your clients can access from any device.

FileInvite rated 4.75

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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. 

OPTIMIZED FOR EASE-OF-USE

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.

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QUICK SETUP

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.

BANK-GRADE SECURITY

No documents in email

91% of cyber attacks start as a phishing attacki, and 1 in 4 data breaches occur via emaili. Move your document collection out of the inbox to an independent safe and secure platform and protect your reputation.

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CUSTOM BRANDING

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.

RESOURCES

Client Portal Resources

GUIDE

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.

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GUIDE

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!

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BLOG

5 Reasons to Use Client Portals in 2022: Today’s “Magic Potion” for Document Collection

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Discover more powerful features

Power up your workflow with easy-to-use automation.

API & INTEGRATIONS

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.

 

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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.

 

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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. 

 

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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.

 

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FILEINVITE

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."

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SENIOR MANAGER, MCCAMBRIDGE DUFFY Michael Rutherford

“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.”

Alexandra-Jumper
DIRECTOR OF CLIENT SUCCESS, APRIO CLOUD Alexandra Jumper

“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."

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VICE PRESIDENT, FIRST HOME BANK Matt Nicolosi
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Delight your clients with the FileInvite experience

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