Does DocTick offer e-signatures like FileInvite?

DocTick specializes strictly in structured document collection (e.g. collecting PDFs, tax slips, driver's licenses, and spreadsheets). If you need e-signatures, most firms pair DocTick with their existing e-sign tools (DocuSign, PandaDoc, or Google Workspace native signatures) while using DocTick for all document intake.

Can I migrate my templates from FileInvite to DocTick?

Yes. In DocTick, creating a template takes less than 60 seconds. You can define your required and optional checklist items, save the template, and reuse it for all your clients with one click.

For Professional Firms & Lenders

✨ DocTick vs FileInvite

The Modern FileInvite Alternative Built for Accountants, Not Banks

FileInvite pivoted to enterprise commercial lending with $9,900/year contracts. DocTick gives accounting and professional practices the same structured document checklist for $14.99/mo, with native Google Drive storage.

Zero storage liability Direct Google Drive sync No client passwords or apps

The Transparent Verdict

Which one is right for your firm?

We believe in honest software recommendations. Here is how to choose between FileInvite and DocTick.

Choose FileInvite if:

FileInvite

1You are a commercial lender, credit union, or regional bank processing loan packages with LOS integrations (Encompass, Salesforce).
2You need built-in drag-and-drop legally binding e-signatures on multi-party contracts.
3You need complex multi-signer routing rules (borrower, guarantor, broker).

Choose DocTick if:

Recommended

You are an accountant, bookkeeper, financial advisor, or legal firm who needs a simple, reliable document checklist.
You don't want to be locked into an expensive enterprise lending contract or choked by 25-invite/month limits.
You want client uploads to stream directly into your Google Drive without paying extra for cloud sync.
You want clients to snap camera photos of documents on mobile without app store downloads.

Side-by-Side Breakdown

Feature Comparison: DocTick vs FileInvite

See exactly how features, client workflows, and architectures compare.

← Swipe horizontally to view full table →

Feature / Capability	DocTick Our Pick	FileInvite
Base Starting Price DocTick is 70% to 98% more affordable than FileInvite.	Free Starter or $14.99 / month Pro	$9,900 / yr (Lending) or $49 / mo (Legacy Pro)
Active Request / Invite Limits FileInvite blocks new requests once you hit your monthly cap.	Unlimited active requests on Pro (3 on Free)	Strict monthly caps (25/mo on Pro, 10/mo on Lite)
Google Drive Integration	Included on All Plans (Direct browser stream)	Gated behind Pro ($49/mo); not available on Lite
File Storage Architecture DocTick eliminates third-party custodial storage liability.	Zero-Storage: Direct to your Google Drive	Custodial: Stored on AWS, then synced to Drive
Storage Quota Caps	Unlimited (Uses your Google Drive quota)	Capped at 10 GB (Lite), 25 GB (Pro), 50 GB (Multi)
Client Login Experience	1-Click Magic Link (No account/password)	1-Click Magic Link (Optional PIN)
Mobile Camera Photo Capture	Native 'Snap Photo' button per checklist item	Mobile web file picker
Document Rejection Workflow	1-Click Reject with reason & instant client nudge	Review dashboard with 'Revision Needed' status
Native E-Signatures & PDF Forms	•No (Focuses on file uploads & checklists)	Yes (Built-in e-signatures & fillable forms)
Setup & Onboarding Time	Under 60 seconds (Sign in with Google, send link)	Multi-day enterprise onboarding or sales demo

Cost & Commitment Comparison

Transparent Pricing with No Forced Upfront Contracts

See the real financial difference between committing to FileInvite vs flexible month-to-month DocTick.

FileInvite Pricing

$9,900 / year (Commercial Lending) or legacy $49 / mo

Enterprise contracts billed annually; legacy per-seat

Commitment: Annual commercial agreements or multi-user upgrades

Limits: Legacy FileInvite plans cap monthly invites (10 on Lite, 25 on Pro). Google Drive sync is blocked on the Lite tier.

Save Hundreds Annually

DocTick Pricing

$0 Starter Free or $14.99 / month Pro

Month-to-month, cancel anytime

Solo Savings: $408 – $9,720 / year

3-Person Firm Savings: $816 – $9,360 / year

Critical Analysis

Why Professionals Are Moving to DocTick

The Enterprise Lending Pivot: Why Small Firms Feel Left Behind

FileInvite was once a popular document gathering tool for independent accountants and mortgage brokers. However, FileInvite recently shifted its strategic focus toward commercial banking and enterprise loan origination systems. Its public plans now start at $9,900/year for commercial loan volume. While this pivot benefits enterprise banks, it leaves solo accountants, tax preparers, and boutique firms stranded. Paying thousands of dollars a year for loan-routing features you don't need makes no financial sense. DocTick was built specifically to serve the everyday professional firm with a modern, affordable, and lightweight document portal.

The 'Sync to Cloud' Gate: Why Pay Extra for Your Own Google Drive?

In FileInvite's self-serve tiers, Google Drive, OneDrive, and Dropbox synchronization are paywalled. If you are on the entry-level Lite plan ($29/mo), files remain trapped inside FileInvite's AWS cloud. To get files synced into your Google Drive, you are forced to upgrade to Pro ($49/mo). In DocTick, Google Drive isn't a premium upsell or an add-on; it is the fundamental core architecture. Even on DocTick's 100% Free Starter tier, files stream directly into your Google Drive using the secure Resumable Upload protocol.

Monthly Invite Caps vs Unlimited Client Requests

FileInvite limits the number of 'Invites' you can send each month (10 on Lite, 25 on Pro). During peak tax season or end-of-quarter audits, a firm can easily hit this ceiling in the first two weeks of the month, halting operations unless they pay for an upgrade. DocTick Pro eliminates artificial monthly ceilings. You can send as many requests and collect as many files as your business requires, backed by the storage capacity of your existing Google Workspace account.

Common Questions

Frequently Asked Questions

Everything you need to know about switching from FileInvite to DocTick.

DocTick has zero file storage overhead because files stream directly from the client's browser into your Google Drive. By avoiding the massive AWS S3 storage bills and enterprise sales teams that FileInvite maintains, DocTick passes those savings directly to you at $14.99/month.

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