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ProperSoft VS FileInvite

Compare ProperSoft VS FileInvite and see what are their differences

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ProperSoft logo ProperSoft

Convert transaction files to a format your accounting software imports. Need to import transactions, but the format is not supported by your accounting software? Try ProperSoft converters and make your transaction files importable.

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
  • ProperSoft Landing page
    Landing page //
    2023-08-20

Import transactions from your bank into QuickBooks (PC/Mac/Online), Quicken, Xero, Excel/CSV, Sage (50/One), Wave Accounting, ZarMoney, MS Money, REACT, MYOB and others. Supported ( to and from ) CSV/Excel/TXT, PDF (text or scanned), QIF/QMTF, QFX, QBO, IIF, OFX, MT940/STA. Reconcile, track expenses using financial data you already have with minimal or no data entry. Desktop software for Windows or macOS. Used by many accountants, accounting professionals, CPAs, QuickBooks Pro Advisors, bookkeepers.

  • 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.

ProperSoft videos

+ Add

How to use Bank2QBO

More videos:

  • Tutorial - CSV2QBO (Windows): Convert CSV/Excel to QBO format and import into QB
  • Tutorial - How to use ProperSoft PDF2QBO and convert a PDF file to QBO (Web connect) format
  • Demo - Convert transaction files to a format your accounting software imports
  • Tutorial - How to use ProperSoft PDF2QBO converter and convert PDF files to QBO (Web Connect) format
  • Tutorial - Import General Journal Entries From CSV Excel into Quickbooks Desktop
  • Tutorial - CSV2QBO (macOS): Convert CSV/Excel to QBO format and import into QB
  • Review - Bank2QBO (Mac): Convert CSV/Excel/PDF/OFX/QFX/QBO/QIF/MT940/STA to QBO/IIF/CSV

FileInvite videos

+ Add

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 ProperSoft and FileInvite)

ProperSoft

FileInvite

Accounting
100 100%
Accounting
0% 0
Documents
0 0%
Documents
100% 100
PDF Tools
100 100%
PDF Tools
0% 0
Project Management
0 0%
Project Management
100% 100

User comments

Share your experience with using ProperSoft 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 ProperSoft and FileInvite

ProperSoft Reviews

We have no reviews of ProperSoft 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 ProperSoft and FileInvite, you can also consider the following products

All PDF Converter - All PDF Converter is an all-in-one PDF conversion software.

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

PDFtoWord Converter - Simplest solution for converting PDF to editable Word documents.

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

PDFShift - Convert any HTML documents to high-fidelity PDF using a single POST request

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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