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FileInvite VS Board

Compare FileInvite VS Board and see what are their differences

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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.
Visit Website

Board logo Board

Unified BI, CPM and predictive analytics software.
  • 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.

  • Board Landing page
    Landing page //
    2023-05-10

FileInvite videos

+ Add

FileInvite Explained

More videos:

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

Board videos

+ Add

Danny Duncan Virginity Rocks Board Review & Skate Test

More videos:

  • Review - ZERO Chris Cole Deck Review & Skate Test (LAST BOARD REVIEW)
  • Review - Gastroenterology - The National EM Board Review Course

Category Popularity

0-100% (relative to FileInvite and Board)

FileInvite

Board

Documents
100 100%
Documents
0% 0
Data Dashboard
0 0%
Data Dashboard
100% 100
Document Management
100 100%
Document Management
0% 0
Development
0 0%
Development
100% 100

User comments

Share your experience with using FileInvite and Board. 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 FileInvite and Board

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

Board Reviews

15 Best Business Intelligence Tools For Small And Big Business
Board’s integration with MS Office has proven to be invaluable for users who prefer using Excel spreadsheets, Word documents, and PowerPoint without the need to manually transfer and update data from Board’s database. The integration with MS Office tools is also helpful when users have to work offline. In terms of usability, Board is easy to use and navigate without the need...
Source: financesonline.com

What are some alternatives?

When comparing FileInvite and Board, you can also consider the following products

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

Domo - Domo: business intelligence, data visualization, dashboards and reporting all together. Simplify your big data and improve your business with Domo's agile and mobile-ready platform.

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

Looker - Looker makes it easy for analysts to create and curate custom data experiences—so everyone in the business can explore the data that matters to them, in the context that makes it truly meaningful.

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

Prophix Software - Prophix develops Corporate Performance Management (CPM) software that automates important financial and operational processes.

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