FileInvite Reviews

The software (app) is easy to use and set up, taking only a few minutes. The 'templates' feature make it easy to quickly send document requests to my clients / customers. The software also offers a quick video tutorial for those clients / customers familiar with such software, showing end users how to use the app. FileInvite just added a "forms" feature allowing the user to create quick and easy fillable form templates.

I would like to see some additional functionality added to "forms" like simple math functions. It would also be very beneficial to "replaceable fields" to the templates allowing for automatic naming of certain documents.

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.

I like the fact that you can add your own logo so that clients are not confused by where the request is coming from, it keeps a continuity of branding. I love the fact that clients are getting text messages to let them know they have an invite, or that it is now due today. I like that I can create templates.

Not able to link to Bankstatements.com.au however I get around it by putting my link under the request Bankstatements for people to click on. I think it would be a good idea to have the ability to ask questions for clients to respond to in a check off way, sometimes it is not a document that we need but the answer to a question, once they respond it can be checked off. I would like to have a record of the invite, what was uploaded, down loaded, comments etc so I can add to my file separate to FileInvite for compliance reasons.

Everything is in one place and I don't have to remember to follow up the clients.

Can't reply to in-app messages by email.

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.

Easy to use. Safe for customers to upload their information. Easy to explain to customers exactly what we want from them. Messages can be sent back and forth if their are any questions.

Haven't found anything I dislike. Its easy to use. It's safe to use. Customers have embraced it completely.

This platform makes it easy to collect and collate documents. Individuals I am collecting items from find it easy to use and report that it makes a complicated course reporting process more straightforward.

Nothing. I found it easy to integrate with other platforms. Whenever I've encountered a challenge, FileInvite customer support has responded to my message within hours.

Alerts and Advises Me any time there is activity.... Ability to use is simple. Keeps Data Manageable.

ability to reply with personal message are Not easy to find if it is available. sends my name double in messages

Setup the list of required documents needed and send, doesn't get any easier than that. Easy for client to understand what they need to do , Access via the smart phone is a plus as well.

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This software has significantly reduced the amount of time I have had to spend following up with clients for documentation, and now I can actually see what is missing at a glance

It takes a little while to fully learn all of the is and puts off the software but it works great for our use case

Easy of use for both the user and the client. Good value for money. Makes tge business look very professional.

Want to be able to get branding but not go premium as i dont wanted the other stuff. I dint need link to cloud or other users as work alone.

FileInvite has made collecting important information from our clients so much easier. We can send a email right to them asking for specific items and they can send right back fast and secure.

Price is a little expensive to just receive files.

I loved the fact that all the documents that I needed from a client were not only sent to the client in one actionable file but also that the clients had a clear visual of what they had and hadn't sent. The auto follow ups for documents not yet received was also a valuable time saver. Clients have given me nothing but positive feedback on the ease of use from end user experience as well.

Nothing to fault with the product at all.

The on-boarding process as a new user is very good with helpful videos. The software is easy to set up and amend. The option to upgrade to custom branding presents a professional image to our customers. I feel this is a much safer system than allowing customers to send their documents to us via unencrypted emails.

I would love this software to integrate with Timely who provide our office diary. I would also like the option for a file invite to expire and be deleted from the providers server after a set time.

You can just upload all documents to the same place, and have your customers also uploading. Everything will be there, so next time you are looking for something, you won't have to go searching everywhere. The best of it all is that if you make a mistake when requesting a document, you can go back and edit it. It's so easy to manage files and add notes to it! Also, you can communicate with customers through it. Did I mention that it also transforms files to PDF automatically, making it easy to access through your phone or notebook? This is the one software we need to manage our files. Very easy and simple to use.

Sometimes it will take a little while to upload files, but that could also be an issue with our connection. Let me also note that it is very rare to have an upload or download that will take long to complete, but it does happen occasionally.

The best feature of this software is its user interface. It is easy to set up templates and it offers you sufficient customization. I have used similar platforms before and although they allowed for some customization, I found that they imposed several limitations of how may customizations you were allowed. For example, I could include a description, but the number of characters allowed for the description were extremely limited. This made it difficult to provide all of the information that the customer needed to know about that specific request. I also eventually left other software providers behind because they kept increasing the price with very little improvement in their platform (and in some cases, less functionality for a higher price). I believe that this platform is a fair price and depending upon the enhancements down the road, I would consider paying more for additional functionality.

It would be great to have the ability to collect electronic signatures (which I know is in the works). Also, in other systems that I have used, I was able to send out status reminders based upon certain milestones in the process. For example, I could have different milestones set and once I checked them off, it would email the parties that I set up at the start (i.e. loan documents received, appraisal completed, clear to close, etc.)

first, the software can use the name you set up the template so after download, don't need to spend too much time to rename the file, second, if client upload the picture, you can choose to download the PDF one, and save time to convert the picture to PDF.

If client upload all the files and then you decide to download all the files, it will save as one merged PDF file, which has ID, bank statement, everything together, then we had to manually separate them, and rename, also under one template like bank statement, can't choose only download the merged docs for one template.

Keeps all the documents I need precisely where I need them and allows me to create my own templates.

Needs to add the functionality for two people to sign the same document. Would like more options for sending reminders.

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

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 how the files convert to PDF and automatically save to my laptop. Also, the ease at which clients can upload information, from their smartphone or computer.

Would like files to sync with OneDrive and Box. Also, the speed throughout the site can be on the slow side.

Secure docs and conversion to pdf
This has been a helpful tool that has cut down on time and made it streamlined to review docs. Integration with google drive is also convenient

Access for the individual user is managed by administrators and I'd like to see the individual having more access

I love the extra follow ups that it does automatically. It has made my follow ups with clients very easy to do.

The signature feature is kinda broken. The signature never appears on the right spot and the box can't be resized. People just type in their signature as well and there's no way to disable this :( Please see RightSig for a good reference point.

Easy templates
Client portal
Client e-mails ''nudges''

Not possible to print client written notes
Some files are not converted to PDF

The program was on a trial basis. We are a small office and wanted to see if our clients would be responsive as they are an older generation. The software is easy to use.

The software is good but again due to the age of most of our clients it was difficult to work with the clients to educate them on how to use the program.