Accounting

Stop chasing month's end, and compliance documents


Give your clients a perfect list of required supporting files, describing exactly what you need by when. 

Don't you wish there was a way to automate regular file requests?

Let FileInvite help you close off reporting periods in record time.

Whether you're a Bookkeeper, CPA or CFO, without the right docs to close things off, you're stalled! 

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 or year end documents you need, then manage the review of documents and save them securely to your cloud drive or PC. 

 

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Alexandra Jumper - Aprio Cloud

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

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No Credit Card Required. All Features Included. 

What are the benefits of document collection software?

Manually managing applications 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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Save time

The right document collection system can help you save hours in administrative workflows.

In fact, by using FileInvite you can boost business productivity by an average of 35%.

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Save Money

Get time back allows to work directly on your business.

Get more leads and improve the customer experience to turn those leads into full-fledged customers.

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Client experience

A sleek client portal makes a great first impression with clients.

Make document uploading from any device easy for your clients and send them automatic reminders on upcoming due dates.

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Privacy & Security

Emails are a vulnerable way to transfer and store information.

FileInvite pulls sensitive documents out of your inbox, ensuring your clients’ personal information is stored in a safe, secure place.

You're in good company

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Success stories

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It's saving us a massive amount of time.
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David Windler

Mortgage Supply Co

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It starts things off on the right foot.
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Alexandra Jumper

Aprio Cloud

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Takes the pain out of the process for clients.
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Patrick O'Brien

Mortgage World

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Before FileInvite was like the dark ages.
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Sarah Bloxham

Let's Talk

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Our clients love the simplicity and flexibility.
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Michele Mansfield

Equity Vision

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