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!
You wish there was a way to set and forget file requests.
Getting these additional documents
sorted 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.
The solution is FileInvite
- Request documents and follow up using email, SMS and text messages.
- Set automated reminders to get documents back on time.
- Schedule regular or recurring requests.
- Bulk request files from all your clients.
- Easily manage document approval.
- Sync and save everything to your cloud drive for easy access.
- Save time signing contracts online with E-Signature.
- Everything is kept with a full audit trail.
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.