Software Alternatives & Reviews

TurboTax VS FileInvite

Compare TurboTax VS FileInvite and see what are their differences

TurboTax logo TurboTax

TurboTax Premier includes everything in Deluxe, plus additional features to help you get the most from your investments and rental properties.

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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  • TurboTax Landing page
    Landing page //
    2023-10-09
  • 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.

TurboTax videos

TurboTax Review 2020 by a CPA | Pros + Cons | Where H&R Block Online Is Better

More videos:

  • Review - TurboTax Review 2019-2020: Easiest Tax Software To Use
  • Review - H&R Block Vs. TurboTax — Which Is Better For Filing Taxes?

FileInvite videos

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 TurboTax and FileInvite)
Accounting
100 100%
0% 0
Documents
0 0%
100% 100
Business & Commerce
100 100%
0% 0
Document Management
0 0%
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 TurboTax and FileInvite

TurboTax Reviews

7 Best Budgeting Tools and Apps for Personal Finance
An Intuit offering, TurboTax is a consumer-friendly tool to walk you through filing your taxes. It makes filling in the tax information easy, you can do it by importing your W-2 form information or just taking a picture of the form. For a short-term fix, a free version is a good option, especially if you only need to file only your 1040A or 1040EZ.
What’s the Best Online Tax Preparation Software? TaxAct vs TurboTax vs H&R Block
TurboTax is another extremely popular online tax filing program. Though it doesn’t have a dense network of physical branches to back it up, TurboTax is owned by Intuit, one of the country’s best-known financial software firms. Despite a free version that’s appropriate for relatively simple tax situations, TurboTax’s plans are a bit more expensive than H&R Block’s – though...
TaxAct vs. TurboTax 2018
If you need (or want) a lot of handholding, TurboTax could be a great choice. Its searchable knowledge base, video tutorials and online community are great for research on the fly, but one of TurboTax’s most outstanding support features is TurboTax Live, which is in its second year. It offers (and not cheaply; see our pricing table for costs) a one-on-one review with a CPA...
Reviewed: The 6 Best TurboTax Alternatives
When it comes to reliable and affordable tax filing services, TurboTax is often ranked among the highest. It includes all the features needed to make tax day a success. Including intuitive web and mobile apps, great customer support, and customizable plans for almost every financial situation. But it's by no means the only reputable option out there. Individuals and...
Source: wiki.ezvid.com

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.
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.
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.

Social recommendations and mentions

Based on our record, TurboTax seems to be more popular. It has been mentiond 5 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

TurboTax mentions (5)

  • How do I learn about healthcare, taxes, etc?
    You will receive some forms in the mail from your employer shortly after the first of the year every year. You need to file your personal income taxes before April 15th each year. You can pay a tax preparation service to fill out the forms for you, have an accountant do it for you, or you can go online and go to one of several sites that will let you do it online (it's free for a basic tax return, more... Source: 12 months ago
  • Just found out how much PAs make at my building...
    A progressive tax is when the tax rate you pay increases as your income rises. In the U.S., the federal income tax is progressive. There are graduated tax brackets, with rates ranging from 10% to 37%.Dec 1, 2022 Https://turbotax.intuit.com › general Understanding Progressive, Regressive, and Flat Taxes - TurboTax Tax Tips & Videos... Source: over 1 year ago
  • How have you been doing your crypto taxes?
    Stake.tax + Cointelli + TurboTax worked well for me. Source: almost 2 years ago
  • The Bob Saga: Episode VI Return of u/ryanwosleger
    If you're American/work for a US company, then just go to https://turbotax.intuit.com/. Source: about 3 years ago
  • filing taxes as an independent
    "Start for Free but then we charge you if you need to do any Schedules" by Turbotax: http://turbotax.intuit.com. Source: about 3 years ago

FileInvite mentions (0)

We have not tracked any mentions of FileInvite yet. Tracking of FileInvite recommendations started around Mar 2021.

What are some alternatives?

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

Sage 50cloud - Sage 50cloud is the small business solution for everyday heroes. Plus, new customers enjoy 40% off!

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

FreshBooks - The ideal accounting software for small business owners.

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

LessAccounting - Small business accounting software from Less Everything, because your job title isn't accountant! Accounting software features: invoicing, proposals, CRM and more.

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