Sound familiar?

Whether you're a Bookkeeper, CPA or CFO, without the right supporting documents at year end or before you close things off, you're stalled! It's a constant battle to be on top of outstanding invoices, documentation and files. 

Requesting a convoluted list of supporting documents, describing what they're for and getting them back in a timely fashion is a headache!   

Don't you wish there was a way to set and forget file requests.

Requesting and chasing client documents on a regular basis is painful!

The biggest issues our clients have are:

  • Clients forget to send that file "saved somewhere” or that their partner has.  
  • We ask most of our clients for the same documents over and over again. Invoices, declarations, forms, statements etc.  
  • We have no process to approve, reject, and request updated documents easily.
  • We can't easily schedule these requests to ask all our clients for these docs every month or year. 
  • There's no audit trail of who sent what and when.


With FileInvite you can request all the month and year end documents you need.

Manage the review of the documents and save them securely to your drive or cloud storage.

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Alexandra Jumper from Aprio Cloud,  uses FileInvite to give clients a great first impression.

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What are the benefits of using
FileInvite for accounting document collection?

Manually managing documents is a painful process, FileInvite removes those pains.
Here are the top ways document collection software can help improve your business processes:

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Client experience: Make document uploading easy for your clients and send them automatic reminders on upcoming due dates.
The system also includes a sleek portal to manage all your information in one place.

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Ensure privacy and security: Emails are a vulnerable place to store sensitive information - FileInvite pulls important documents out of a messy inbox, ensuring your clients’ personal information is stored in a safe, secure place.

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Save time: The right document collection system can help you save hours in administrative workflows.
In fact,  using FileInvite you can boost business productivity by an average of 35%.

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Save money: Getting time back allows you to work directly on your business in other important areas.
Get more leads and improve the customer experience to turn those leads into full-fledged customers.