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.
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Say goodbye to hours wasted searching for documents and calling to remind your clients.
Get sensitive information out of your email inbox and into our encrypted client portal.
DELIGHT CUSTOMERS
Secure your customers' sensitive information and prove to them you value their data privacy.
FileInvite by the numbers
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






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