# Page 2 | FileInvite Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - Is FileInvite the right Document Management solution for you? Explore 99 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/138728/FileInvite/reviews

---

FileInvite

4.7 (99)

[View alternatives](https://www.capterra.com/p/138728/FileInvite/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated March 13th, 2026

# Page 2 - Reviews of FileInvite

## Showing most helpful reviews

Showing 26-50 of 99 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
Account Executive  
Financial Services  
Used the software for: 6-12 months

### "Best document collection platform!"

February 11, 2026

5.0

Overall I love the platform and use it weekly to manage several documents per client! Easiest way to organize everything need for a full package submission.

Pros

FileInvite is the easiest platform for collecting large quantities of documents. It make the process so simple when I have to gather large financial documents that need to be kept secure. It's also a great price for how intuitive it is!

Cons

File invite doesn't have much downside. Very simple to use and good value for what it offers. Makes it very easy to share files between client and business.

Review Source

FM

Fukekila M.  
Enrolled Agent  
Financial Services  
Used the software for: 6-12 months

### "My experience is an open book. LOFY "

June 2, 2022

3.0

Pros

To begin with the trial is always nice to see if this is a software that you can work with immediately, or catch on by way of use. I was able to reach out to the team and get some shared files that would point me in the right direction to how I needed to use certain features, but really my learning experience came from the trial and error. Once I learned how the software operated, I was able to smoothly go throughout my day sharing data with my clients.

Cons

To my knowledge there was no on boarding orientation only videos and reaching out to the team for help as needed. So, with me being new to the use of portals and software it would’ve been really helpful if a team member could have walked me through the process via Zoom or Google meets so I could be taught the steps to take and learn where and what to do. The time that it took for the team to respond to me I didn’t care for too much, because of the nature of the flow of my assignment I needed help right standing on site but because I was unable to get it I had to shell my productivity until someone became available then they were available and I was unavailable so was some tag teaming going on.

Review Source

TJR

Thomas Jason R.  
Client Relations  
Accounting  
Used the software for: 2+ years

### "Great for business growth"

December 22, 2021

5.0

Overall FileInvite is fantastic, you really have a great product and it meets all the needs of what we were looking for originally.

Pros

Pros: SMS feature, email feature, auto reminders, simple to use, easy to train new staff, organization is easy, flexible and clean, ability to have templates with hyper links is great. We've had the ability to grow our business because on boarding a new client is so much more streamlined and organized. I am very happy we found you guys.

Cons

Really no complaints, just some suggestions. We really wish there was a way to toggle off and on per invite the default template messaging when a client receives a new invite. 9/10 times its fine, but occasionally we need the default template wording to be different and the only way to change it is to change the universal language for the entire account, save it, go back to the invite, send it and then go back again and change the template back (and hopefully you remember to change it back). Also, we wish that if a client starts responding to the requests that the reminder notifications would automatically turn off. We've had complaints from clients that will start sending data in and then get an email telling them to send data in :)

Reason for choosing FileInvite

Ultimately it was the SMS/text feature. No one else at the time was offering that. Our clients live on their phones, so texting them stuff's ready was a game changer.

Review Source

Response from FileInvite

February 21, 2022

Thanks Thomas, we really appreciate your feedback. We've shared it with the product team and they would like to discuss your comments further. Please contact us at support@fileinvite.com and we can set up a time to discuss further.

CC

Charles C.  
Adviser  
Legal Services  
Used the software for: 2+ years

### "General Thought"

December 30, 2021

4.0

Pros

0\. Simplicity and easy to use 1. Able to create Templates 2. eMail notifications being sent automatically for each message 3. An Invite can be duplicated now 4. Quick access from the link given for the Invitees with or without passport setting 5. File conversion into PDF file

Cons

Things to be improved rather than Cons: 1. Unable to prepare 'Create New Invite' first without linking a Contact at a drafting stage. A Contact has to be linked first to create a New Invite not the other way around. This results in the prepared Invite being deleted automatically when the Contact is to be changed without being given a warning notice before proceeding. 2. No memo writing function for each Invite: a short memo or information has to be written sometimes for each Invite but there is no function unless a Request is used for a note recording purpose. 3. No sending message function for the multiple Invites selected as only message sending is limited to an Invite. This means though the same information each message has to be prepared separately for a group of Invites. 4. A function that an Invite sent/used can be reused as a draft in Template. A template has to be first made to create an Invite not the other way around. If an Invite can be duplicated into the Template folder, it will save a lot of time in terms of modification and reusability of sent/used Invite. 5. A message may be included for the reason when a file upload is 'Rejected' due to not being in the correct type.

Reason for choosing FileInvite

The use was simple and easy to operate

Review Source

Response from FileInvite

February 21, 2022

Thanks Charles. We want to make the customer experience as smooth and hassle-free as possible. That's why we're constantly looking for ways to improve our service. We'll consider your feedback when improving future versions of our software, so thanks for taking the time to tell us what's important to you.

Zuhairah A.  
Marketing Communications Specialist  
Internet  
Used the software for: 2+ years

### "FileInvite review"

June 5, 2021

4.0

Pros

First, the application can maintain the filename you installed the theme with, so you won't have to waste time renaming the file once it's downloaded. Second, if a customer uploads a photo, you may opt to get the PDF version instead of having to convert the image to PDF.

Cons

If a customer uploads all of the files and downloads them to get them all, it will save into one merged PDF file with ID, bank statement, and everything together. I will have to split them and rename them manually, and we couldn't just get the combined files for one file.

Switched from

[Abacus Private Cloud](https://www.capterra.com/p/183454/Abacus-Private-Cloud/)

Abacus Private Cloud is too confusing and many feature for sharing the files is missing.

Review Source

Response from FileInvite

February 22, 2022

Thanks for your review Zuhairah. We have a solution to your problem! This article shows how you can select only certain files to be exported out in your collate, which may help: https://help.fileinvite.com/en/articles/3631936-download-selected-files-from-an-invite-into-a-single-collated-pdf If you have further questions please reach out to us at support@fileinvite.com"

Rick H.  
Director of Sales  
Marketing and Advertising  
Used the software for: 6-12 months

### "Huge time saver and error avoidance."

September 25, 2021

5.0

I can't tell you how much time this saves our organization. The number of hours each month spent trying to chase down customers or search out the "latest" version" is incalculable. One of the best tools any agency can have in their toolbox.

Pros

This is fast and easy to deploy and simple enough that our customers can figure it out without any training (though there are help guides readily available). What good is having a system if your customers and staff don't use it? File invite is easy enough that it IS easier to use than what they were doing before and save time and confusion.

Cons

Can't think of one. If it were absolutely free that would be even better, but since it saves me wasting time, I guess technically they are making me money.

Reason for choosing FileInvite

Dreamt of this platform my whole life.

Review Source

LB

Lindsey B.  
Owner/Tax Accountant  
Accounting  
Used the software for: 1-2 years

### "A great, user friendly program"

July 29, 2022

4.0

Pros

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.

Cons

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.

Review Source

Response from FileInvite

August 17, 2022

Thanks for your review, Lindsey. We're glad you found the software so easy to use! Because we serve customers across so many industries (Finance, Legal, Academic, etc.), we'd love to hear your feedback specifically from the accounting perspective. If you would't mind sending us direct feedback, please message us via https://www.fileinvite.com/contact.

Jared F.  
Market President  
Banking  
Used the software for: 1-2 years

### "A Great Solution for Document Collection"

May 17, 2019

4.0

The Fileinvite team has been very responsive. They are willing to listen and if it makes sense implement certain changes to the platform.

Pros

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.

Cons

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.

Alternatives considered

[Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[Floify](https://www.capterra.com/p/138124/Floify/)[Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/)

Reason for choosing FileInvite

Fileinvite had many of the features we were looking for, with several plans available. Fileinvite offers a customer portal with Branding and the security features we need.

Review Source

Response from FileInvite

May 20, 2019

Thanks for the feedback Jared, We're hoping to expand on the forms functionality soon...

MJF

Maria Juliana F.  
Senior Loan Architect  
Financial Services  
Used the software for: 6-12 months

### "FileInvite Review"

December 21, 2021

4.0

Very positive. It has helped me as a user save a lot of time and avoid manual tasks.

Pros

It replaces a pdf checklist, and it also frees up a lot of time - I do not have to constantly update the checklist every time the client sends a document. It also helps to keep everyone involved in the transaction with a status of what documents are still outstanding.

Cons

It does have a delay when loading. Other things are minor suggestions as the team keeps using the software: - when a request is rejected; it would be nice to leave a message that is separate from the original request. - have a request assigned to a specific person but the item submitted can be seen by everyone on the overall invite.

Alternatives considered

[Docusign](https://www.capterra.com/p/121506/Docusign/)

Review Source

Response from FileInvite

February 21, 2022

Thank you Maria! We're always looking for ways to improve our products. We appreciate your input, and we will share it with the rest of the product team.

MF

Mark F.  
Director of Homeownership Services  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "A bargain for what you get"

January 4, 2022

5.0

Overall I think the system is great! I believe in time, with technology advances, it will even get better.

Pros

Being able to send documents for signature along with having the customer securely upload their personal information has been very beneficial to our organization. Being a non-profit requires us to watch our costs and this has been very cost-friendly.

Cons

A little tedious having to go into each form separately to get it "Live" for signing. Also having to remember to change the date layout as it is pre-set as year-month-day and we need it to be month-day-year. It won't automatically default to this.

Switched from

[Docusign](https://www.capterra.com/p/121506/Docusign/)

Cost mostly, but we also have more features with FileInvite than we did with DocuSign.

Review Source

Response from FileInvite

February 21, 2022

We really appreciate your feedback. We've shared it with the product team and they will be in touch to get more details.

JRC

Jenny Rose C.  
Managing Partner  
Financial Services  
Used the software for: 1-2 years

### "Perfect for document generation"

January 9, 2022

5.0

Fileinvite is an efficient tool for the business as it helps us to request all the documents required for the mortgage in less than 1 minute and it also saves time in saving as it will automatically downloaded in the drive.

Pros

I love the template options as it will be easier for us to request documents instead of using emails, typing them manually. I also love the autosave features as they will also save admin time.

Cons

When documents not syncing in the folder.

Reason for choosing FileInvite

I have been using file invite in my previous work so I am more familiar with how to utilize the tool itself.

Review Source

Response from FileInvite

February 21, 2022

Thank you for your great feedback Jenny! That's incredible that you've managed to get your requests down to less than 1 minute.

MV

Morgan V.  
Operating Partner  
Marketing and Advertising  
Used the software for: 1-2 years

### "Great tool for Managing monthly marketing progam "

December 21, 2021

4.0

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

Pros

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.

Cons

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

Review Source

Response from FileInvite

February 21, 2022

Thanks for the great feedback Morgan, it's been great learning about how you specifically use FileInvite to improve your information request processes at your marketing agency. Thank you for taking the time to share your feedback. One of the teams has reached out regarding our Dropbox for Business integration.

BB

Bruno B.  
Administrator  
Computer Software  
Used the software for: 2+ years

### "Great software, easy way to share documents and save time organizing files!"

November 2, 2017

5.0

Being able to manage files received by customers and also send them files with notes. The way we are able to communicate through the software is also awesome. I do recommend this file to all business owners, you will always need this type of software.

Pros

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.

Cons

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.

Review Source

LL

Louise L.  
CEO  
Financial Services  
Used the software for: 2+ years

### "Used to be the best - hate paying extra for texts"

January 6, 2022

5.0

Love the product and still use it all the time but are now looking at alternatives.

Pros

Loved this software and we were early adopters and it is super easy to set up and most clients can manage it really well.

Cons

Very upset to be charged now to send sms - very frustrating as they charge enough as it is and the software has not developed or improved in years. Why not make it better?

Reason for choosing FileInvite

Even though it was more expensive, I liked it functionality - it was better than what else was around and easier to use.

Review Source

Response from FileInvite

February 21, 2022

Thank you for your feedback. We've been working hard on improving the infrastructure and performance, and we have some exciting new features on our product roadmap.

Alon P.  
manager  
Accounting  
Used the software for: 2+ years

### "A uniqe system for tracking documents from clients"

December 21, 2021

5.0

I am very pleased, the clients are asking for the invite to upload files

Pros

I like the due dates and the automatic remainders

Cons

the bulk invites are not so convinient, its hard to send to part of the invitees

Reason for choosing FileInvite

It is dedicated for collecting information

Review Source

Response from FileInvite

February 21, 2022

Thanks Alon, we're always looking for ways to improve our products. We appreciate your input, and we will share it with the rest of the product team.

MAP

Mary Anne P.  
CPA  
Accounting  
Used the software for: 6-12 months

### "Streamline document collection for CPA Practice"

December 21, 2021

5.0

Sick of thousands of emails from your clients? FileInvite saved us, especially in the digital pivot for COVID. Instead of receiving 5-10+ emails from each client, all documents were gathered into FileInvite. It was easy to check for missing information, easy to request additional data, and easy to share within the team. A+ product.

Pros

Sick of thousands of emails from your clients? FileInvite saved us, especially in the digital pivot for COVID. Instead of receiving 5-10+ emails from each client, all documents were gathered into FileInvite. It was easy to check for missing information, easy to request additional data, and easy to share within the team. A+ product.

Cons

We would like to be able to print the Requests and responses that are typed (versus downloaded documents) in a more printer friendly version, but we are able to print them now. This is needed so all documentation can go into our paper file.

Review Source

Response from FileInvite

February 21, 2022

Thanks for your feedback Mary! Under the Messages of the Invite there is now a Print button to save the messages as a PDF to your desktop or print directly from within the app.

Renee G.  
Finance Broker  
Financial Services  
Used the software for: 6-12 months

### "Brilliant time saving product"

August 14, 2018

5.0

Very easy to work with, excellent customer service and always available when needed.

Pros

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.

Cons

Nothing to fault with the product at all.

Review Source

Response from FileInvite

August 31, 2018

Thanks so much for the review Renee. Having a good idea where everyone and every file is at can be handy, and automatically following gets results. We are so glad that clients are finding it easy to use as well. Nick @ FileInvite.com

CR

Chris R.  
Loan Officer  
  
Used the software for: Less than 6 months

### "Great value for the price! Easy to use and an effective way to improve productivity!"

May 8, 2017

5.0

Pros

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.

Cons

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.)

Review Source

Response from FileInvite

May 9, 2017

Hey Chris, thanks for the awesome review! We have now have signature capture that you can use in beta, let me know if you'd like us to turn this on for you. We also have Zapier integration which may help down the track with your automated reminders and invites.

CT

Colleen T.  
General Manager  
Accounting  
Used the software for: Less than 6 months

### "Great for sharing information with clients"

December 21, 2021

4.0

Pros

Fileinvite has solved the issue of how to send and receive sensitive information from clients in a safe and secure manner

Cons

I would like the search function to work from the initial dashboard, for the messages from clients to show immediately when you log in, for the forms function to be more sophisticated with great formatting, and for the reminders to have a custom reminder period (eg one month)

Review Source

Response from FileInvite

February 21, 2022

We appreciate your valuable input Colleen, we're always looking for ways to improve our products. We will share it with the rest of the product team.

Adam B.  
Financial Relationship Manager with Mortgage Broking Expertise  
  
Used the software for: Less than 6 months

### "FileInvite allows me to be more efficient within my business and reduces anxiety! ;-)"

March 9, 2018

5.0

Pros

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.

Cons

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.

Review Source

ASB

Arpith Sriram B.  
Head - Risk & Compliance  
Financial Services  
Used the software for: 1-2 years

### "Reliable Onboarding tool"

December 28, 2021

4.0

Satisfactory

Pros

Ease of using file invite tool. No API integration etc.

Cons

Some of the features such as daily, weekly and monthly reminders are missing. The back page is a bit difficult.

Review Source

Response from FileInvite

February 21, 2022

Thanks for your feedback Arpith, we'd love to talk with you a bit more regarding your suggestions and what you found difficult. We endeavour to make our solution as easy for you and your clients as possible. One of our team members will be in touch, alternatively, you can reach us at support@fileinvite.com

CF

Courtney F.  
Client Services Adviser  
Banking  
Used the software for: I used a free trial

### "Great Software"

October 30, 2020

5.0

I have found FileInvite very easy to use. The templates are great and a file invite takes me no longer then 5 minutes to do. I use this everyday to check on progress and create new invites on behalf of the 2 mortgage brokers I work for.

Pros

I like that our clients can use this nice and simple software to keep track of what documents are required for their loan application.

Cons

I believe that the option to having more than one broker on the login and having an administrator comes with the full paid version of this software but that is my only con at this stage as we can't see if it will work for our group.

Review Source

Response from FileInvite

November 3, 2020

Many thanks fo the feedback Courtney. We will look at adding "send on behalf of" to the trial. We have many administrators using the send on behalf feature to manage documentation multiple brokers.

JB

Jenny B.  
Director  
Financial Services  
Used the software for: 1-2 years

### "Convinient tool"

December 21, 2021

5.0

Amazing

Pros

The product easy to use and help to save lots of time gathering documents

Cons

Sometimes it didn’t save to my one drive I need to go in file invite and manually created the folder.

Review Source

Response from FileInvite

February 21, 2022

Thank you for your feedback Jenny! Sorry to hear sometimes files didn't sync to OneDrive. There is likely a setting that needs changing in your account to get this working again, I'll have someone from our support team reach out to help you with this.

Arwa N.  
Tax Associate, International Tax  
Financial Services  
Used the software for: Less than 6 months

### "Useful for accounting and tax firm owners"

February 7, 2020

4.0

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.

Pros

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.

Cons

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.

Review Source

Response from FileInvite

February 27, 2020

Thanks for the Feedback Arwa. We have some upgrades to forms on the way and have also updated file deleting with a bulk delete option.

Brian D.  
President  
Consumer Services  
Used the software for: Less than 6 months

### "There are many uses for this solution"

July 19, 2019

4.0

The team behind file invite is very friendly and responsive. It is because of them that I am willing to trust the process and give time for certain improvements, some of which could be arguably specific to my use case.

Pros

There is room for improvement, and based on where the platform is today, I believe it will continue to improve. Simplifies the document collection or tasking of clients. Easy to implement.

Cons

There are aspects of the process that are clunky and need improvement. There are aspects of the process from the client's perspective that should also be simplified. But it is working well enough currently to give some time for certain updates to come down the pike before we find an alternative solution.

Review Source

Similar Products

Featured