Security
& Access

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

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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

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. 

 

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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."

“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."

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Delight your clients with the FileInvite experience