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Dot Ledger VS FileInvite

Compare Dot Ledger VS FileInvite and see what are their differences

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Dot Ledger logo Dot Ledger

Web-based personal finance management tool.

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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  • Dot Ledger Landing page
    Landing page //
    2019-09-13
  • 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.

Dot Ledger videos

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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 Dot Ledger and FileInvite)

Dot Ledger

FileInvite

Financial Planner
100 100%
Financial Planner
0% 0
Documents
0 0%
Documents
100% 100
Accounting
100 100%
Accounting
0% 0
Document Management
0 0%
Document Management
100% 100

User comments

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Reviews

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

Dot Ledger Reviews

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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 Dot Ledger and FileInvite, you can also consider the following products

Webzash - Free And Open Source Accounting Software - Free Download! Powerfull community driven multiuser web based free accounting software with groups, ledgers, draft vouchers, tags, reporting and much more

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

GnuCash - A personal and small-business financial-accounting software, licensed under GNU/GPL and available for Linux, Windows, Mac OS X, BSD, and Solaris.

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

Firefly III - Financial manager, it can help you keep track of expenses, income, budgets and everything in...

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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