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CaseWare Working Papers VS FileInvite

Compare CaseWare Working Papers VS FileInvite and see what are their differences

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  2. » Videos
  3. » Reviews
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CaseWare Working Papers logo CaseWare Working Papers

Integrate everything you need to conduct assurance and reporting engagements. Used by more than 90% of accounting firms across Canada.

FileInvite logo FileInvite

Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
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  • CaseWare Working Papers Landing page
    Landing page //
    2023-09-28
  • FileInvite Landing page
    Landing page //
    2022-03-24

Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.

CaseWare Working Papers videos

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CaseWare Working Papers - What's New in 2018

FileInvite videos

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FileInvite Explained

More videos:

  • Review - David's team use FileInvite to collect documents and get more clients
  • Review - Fundera Case Study

Category Popularity

0-100% (relative to CaseWare Working Papers and FileInvite)

CaseWare Working Papers

FileInvite

Accounting
100 100%
Accounting
0% 0
Documents
0 0%
Documents
100% 100
Auditing And Compliance
100 100%
Auditing And Compliance
0% 0
Document Management
0 0%
Document Management
100% 100

User comments

Share your experience with using CaseWare Working Papers and FileInvite. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare CaseWare Working Papers and FileInvite

CaseWare Working Papers Reviews

We have no reviews of CaseWare Working Papers yet.
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FileInvite Reviews

5 Popular Ways to Sign Forms Online
Listed as an emerging favorite for 2022 by software review platform Capterra, FileInvite is a secure file sharing and client portal SaaS platform. With broad applications in lending and other financial services, FileInvite allows users to sign documents with authenticated digital signatures and upload them through a 256-bit encryption-secured client portal.
Source: www.fileinvite.com
Top 5 Best Document Management Software With Client Portal in 2022
FileInvite is revolutionizing the way professionals worldwide seek documents and information from their clients. FileInvite's secure document portal solution replaces email processes in high-document applications such as mortgage applications, education enrollment, legal affairs, accounting, human resources, and banking.
Source: www.techtimes.com
10 best free electronic signature apps to eSign PDF
You receive several good features with FileInvite such as the ability to create templates, invite multiple users to sign a document, and sending notifications to customers by emails and texts. Drawbacks include a lack of customization in the template design and an un-optimized workflow.
Source: www.pocket-lint.com

What are some alternatives?

When comparing CaseWare Working Papers and FileInvite, you can also consider the following products

AuditFile - Cloud-based audit, review, and compilation software.

Oracle Bharosa - Oracle Bharosa is a fraud and identity theft control system that helps you combat these problems in your organization.

AdvanceFlow - Financial Audit

Onehub - Onehub helps businesses securely share and control files in the cloud.

Xero - Xero is online accounting for your small business.

Kount Complete - Explore our Kount Complete Product, the leading solution for digital fraud prevention. Kount is trusted by 6,500+ brands globally.

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