Allows fast, secure document retrieval through an integrated portal. Enhances visibility and client experiences.
FileInvite is a document collection software that offers a simple, fast, and secure alternative to email for retrieving documents from clients. With FileInvite, organizations can request and collect documents, forms, and more in a secure, integrated portal, resulting in document retrieval speeds up to 80% faster. The platform allows users to set due dates and send invites to clients, who receive a link to their portal where they can provide the requested information. Returned files can be automatically synced with cloud storage solutions after approval. Notably, FileInvite boasts over 30 million securely collected files, over 37,000 5-star reviews, and an average time savings of 10.5 hours per week per user. The platform is SOC-2 Type 2 certified, securely hosted on AWS, and compliant with GDPR, HIPAA, and FERPA regulations. FileInvite serves a wide range of industries, including banking and financial services, mortgage lending, accounting and bookkeeping, legal services, education, and enterprise solutions. It offers native integrations with popular cloud storage providers like Dropbox, Google Drive, and OneDrive, and an enterprise-grade API for seamless integration with CRM or LOS systems. Customers choose FileInvite over email because it speeds up document retrieval, provides a highly rated user experience, and offers bank-grade security. The platform features include FileInvite Portalâ„¢ for secure access to documents, digital signatures, fillable forms, bank-grade security, smart notifications, an admin dashboard, templates, and powerful API and integrations. Case studies show that FileInvite has helped companies significantly reduce document turnaround times, improve visibility, and enhance client experiences.