I don't know I used to do my job before FileInvite?! It has really changed the way I work, I have a lot more time to focus on important tasks, rather than chasing people for the right documents. Not to mention, whenever I've had an issue or I don't know how something works, the customer service team has been on hand to help. For your sake, seriously consider this software, it solves so many problems I didn't even know we had!!

Fileinvite does exactly what good software is meant to do. It makes life easier! I get the documents I need from my colleagues and their clients so quickly. If something isn't quite right, I reject it in file invite, and they usually send me the correct documents in a few hours. It also does all the file organising for me!

My only grievance is that I can't transfer an invite to a colleague. We worked around it when I went on leave, but it would be a great addition.

I liked how easy to use the interface was. My clients never had an issue maneuvering through the software. Even on a mobile device, it still looks great and is easy to navigate.

The software was great, but just not customized to my profession enough. And I know it isn't meant to be for accountants. I was looking for something that had specific features specifically for accounting that would simplify my processes. This was a great starter portal for me to use in my first year of running my business 100% virtually, but eventually, I had to upgrade to something more robust.

I like how all uploaded info can go straight to our clients efile into their personalised file under drop box,

Not liking the amount of clicks you need to go thr ough to get to the path in their efile under our drop box.

It helps to keep control over document requests.

Easy to collect similar list of uploads from various customers. Great digital signing option.

Status {RETURNED} is confusing in case some invites were not correctly completed.

I love that its easy for my clients to use

That i can only do 25 requests a month and i need more than that in a given month sometimes.

Here at my business we use this app for file sharing. It makes a great communication tool, simple and fast.

I don't have any cons for this app as of right now.

Easily collect documents and keep track over them without chasing them for documents

Great way to easily invite the client to upload documents and track them,frequent notification free from manual chasing them

many more additional features can added,timestamp,sent out share etc so as may features can be added

Ease of use. Streamlines the document collection process. Speeds up the document collection process.

Easy to implement. Customized branding for mid and higher grade applications. Works with several applications and easy API integration. Nice product for price. Good for single, team or corporate application.

White Label in highest grade only. Needs ability to set workflows and timed actions. Needs an unlimited Invite option.

Its secure and fast to use. Its fairly simple from the user side and theres lots of tutorials for clients. The price point is great and I love that there is a free version also available.

I love the ease and security of use. Its quick to send and receive documents from clients. I like that there is video tutorials available for clients who are not familiar with this sort of technology. Perfect for small tax firms and owners with independent service based businesses.

Would be useful to add some simple formulas to the forms. Also, the delete function can be improved. It takes forever to delete unwanted documents.

I like this application and use it on the regular basis as part of conducting business.

Facilitates collection of different documents very easy. Allows to collect different information, efile it and forward to the clients in an efficient manner. Like the automated reminders.

Would be very helpful to have some additional features added, like a time stamp, for a example.

FileInvite is very easy to navigate with great features to communicate between clients and myself. A very secure platform that allows for us to upload confidential files without worrying. The automated follow ups are an excellent feature that save a lot of time and provides timely reminders. The ability to save files as PDF instead of pictures saves a lot of time.

No major issues have been experienced with FileInvite.

Support Team has been great to deal with and I would definitely recommend it.

We have found it to be very easy to use. It has been well-received by the majority of our customers and it has helped us keep track of submissions from dozens of customers required for a monthly task.

Would like to be able to use the automatic link to Dropbox but it is not compatible for Dropbox for business.

it enable us to keep notes on all files as a Mortgage broker, which is essential

Easy to use plenty of room for file notes

Not anything Major really i find it quite easy t0 use

One place for uploading all docs. one place to check. One place for clients to go and make notes. Auto COnverting to pDF;s also awesome

Duplicating intro emails would be good - as in notes - we say similar stuff when sending out we have templates for the actual documents but can not copy/duplicate/drop in a note/intro as yet....

Collecting documents is one of the most time consuming parts of our process, and clients are always confused and annoyed at it. FileInvite completely optimises this process and helps walk clients through the process.

Time savings Clients love it Easy to use Easy to customise Optimises the most time consuming part of our business

The link to Cashdeck was delayed, but it is part of the software now

Very happy

Ability to customise to my requirements and ease from use from clients point of view

Not enough templates that is specific to my industry. I have to do my forms from scratch