fileinvite-document-collection

Stop chasing your clients for documents, data & signatures

Requesting and collecting documents is a time-consuming pain in the you-know-what... But it doesn't have to be.
FileInvite's encrypted customer portal technology gets requested files, documents, forms and signatures back up to 80% faster than email, drastically accelerating your document management process.

FileInvite's document collection platform offers auto PDF conversion, automatic reminders, digital signature functionalities, as well as editable document checklists
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Automate document collection with FileInvite
 
Join 1,000+ organizations worldwide who have made the jump from email to FileInvite. Use our secure solution to quickly and easily collect sensitive and personally identifiable information (PII).  Sign up for a free plan, no credit card required.
 saving (1)
SAVE TIME
 

Say goodbye to hours wasted searching for documents and calling to remind your clients.

cyber-security (1) 
REDUCE RISK
 

Get sensitive information out of your email inbox and into our encrypted client portal.

 experience

DELIGHT CUSTOMERS

Use the time you save with our 'set and forget' features to strengthen your relationships.
 
trust 
BUILD TRUST
 

Secure your customers' sensitive information and prove to them you value their data privacy.

FileInvite by the numbers

30M+
 
Over 30 million files securely collected
37K+
 
Over 37K 5-star reviews from FileInvite users
10.5h
 
Average 10.5 hours saved per week per user
1M+
 
Over 1 million FileInvite Portals™ served worldwide

Schedule a demo to see FileInvite in action

Frequently asked questions

 

Is FileInvite easy to use?

Yes! Once you sign up for your free FileInvite account, you can use our pre-built and customizeable checklists to send out your first Invite in under 3 minutes.

Is FileInvite SOC2 compliant?

Yes! FileInvite is SOC2 Type 2 certified.

We are also GDPR, HIPAA, CCPA and FERPA compliant, and operate wholly under their regulations and guidance. 

All sessions are run through a secure SSL/HTTPS connection. And, every file is automatically encrypted when stored in the cloud as well as during upload, ensuring that data is encrypted both while in transit and at rest.

Does FileInvite work on my mobile device?

Yes! You can access your secure admin portal from mobile devices.

Your clients, or whoever you're requesting documents from, can also take photos and submit documents, complete e-signatures, and fill out forms from their mobile device.

Does FileInvite offer native integrations?

Yes! Our free plan includes integrations with Google Drive, Dropbox, Box, and OneDrive.

Our paid plans include Zapier and Onedrive for Business integrations. And for our Australian users, integrations with Bankstatements is also available.

If you're after a more custom integration, you can build on the FileInvite API. Request API documentation here.

Does FileInvite offer an API?

Yes! In addition to native integrations FileInvite also offers a plug-and-play API, so that you can integrate FileInvite directly into your existing tech stack. Request API documentation here.

Certified, compliant and loved by our customers

FileInvite is GDPR compliant
FileInvite is a Cloud Storage category leader according to Getapp
FileInvite is SOC 2 Type 2 certified
FileInvite is on the Capterra shortlist in the Cloud Storage category
FileInvite is HIPAA compliant
FileInvite is a SoftwareAdvice Front Runner in the Document Management, Forms Automation and Digital Signature categories
FileInvite is FERPA compliant