Security
& Access

Secure client data and files, log audit trails and set access levels.

START YOUR FREE 14-DAY TRIAL REQUEST A DEMO
HubSpot Video

Rest easy with bank-grade security

Don't settle for less. A secure and reliable solution, FileInvite is SOC 2 Type 2 compliant, with 256-bit encryption, advanced user-provisioning, and has a 99.9% uptime guarantee.

GET SECURE

Encrypted client data

Our at rest and in transit encryption ensures that messaging, data and file transfers are secured to the latest global standards.
The FileInvite platform is subjected to regular stringent third party testing.

FileInvite - Security
Logs
STAY COMPLIANT

Audit history and logs

Stay compliant with a full history of client interactions, messages, files and access. No more digging through emails to provide records to auditors.

ADVANCED CAPIBILITIES

Grant and control access

Choose from open or password-protected client portals and access your own cloud instance if required. Grant audit access to all requests, messages, and files as required.

Grant Access
RESOURCES

Privacy, Security and Compliance Resources

SECURITY

FileInvite is SOC 2 Type 2 Compliant

This means that third-party auditors have verified that we follow best practices with respect to security.

What is SOC 2 Type 2?
SOC 2 Type 2 reports are the most comprehensive certification within the Systems and Organization Controls protocol. Businesses seeking a vendor such as an I.T. services provider will find SOC 2 Type 2 is the most useful certification when considering a possible service provider’s credentials.

What's involved?
In order to obtain compliance, a number of reports and measures were taken over a period of months:

  • Working through a Gap Analysis Report produced by a SOC 2 auditing company.
  • Implementing policies and procedures with defined controls as to how FileInvite will comply with them.
  • Monitoring and reporting over a 6 month period on their effectiveness.
  • A company that has achieved SOC 2 Type 2 certification has proven its system is designed to keep its clients’ sensitive data secure.

We understand the importance of security and are excited to continue our compliance and certification journey across many global standards.

Read more about security at FileInvite.

LEARN MORE
GUIDE

How To Password Protect Your Client Portal

Add password protection to your client portals for an extra layer of security in the file collection process.

Better protect your sensitive client information by requiring a password for client portal access. Password protection can be added to individual invites and also to your templates for regular use.

Learn how to enable password protection, and understand your clients' experience, below.

LEARN MORE
GUIDE

Best Practice Guide: How to Set Up FileInvite to Get the Most Engagement From Your Clients

This guide will lay out some of the best practices that we have found from our customers. This will help ensure the Invites you send out are as easy and engaging as possible for your clients, so they get documents returned to you.
 
LEARN MORE

Discover more powerful features

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

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. 

 

Read more

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.

 

Read more

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. 

 

Read more

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.

 

Read more

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."

Michael_Rutherford_McCambridge_Duffy
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."

matt-nicolosi
VICE PRESIDENT, FIRST HOME BANK Matt Nicolosi
fundera-logo-transparent
1200px-Kiwibank_Logo.svg
aussie_logo_rev
first-home-bank-square-logo
loan-market-logo-2711982945d7221
nectar-logo

Delight your clients with the FileInvite experience

START YOUR FREE 14-DAY TRIAL REQUEST A DEMO