How much does FileInvite cost?

FileInvite's Standard plan starts at $9,900 per year, billed annually, for up to 100 typical commercial loans a year. Enterprise is priced by quote. Setup costs are separate and vary (per their pricing page, Oct 2026). DocTick is free for up to 3 active requests or $14.99/month for Pro.

What features does FileInvite include?

Templates and checklists, automated reminders, one-click approve/reject, e-signatures and forms, in-portal messaging, AI email intake, automatic file renaming, and a client portal that doesn't require an account. Teams, custom branding, and the API are on Enterprise.

Is DocTick a FileInvite alternative?

For document collection, yes. DocTick gives clients a no-login checklist and saves files into your Google Drive. It is not a replacement if you rely on FileInvite's e-signatures, forms, messaging, or lending integrations.

Does DocTick offer e-signatures like FileInvite?

No. DocTick only collects documents. If you need signatures, use a separate e-signature tool alongside it.

For Accountants & Professional Firms

✨ DocTick vs FileInvite

FileInvite Pricing, Features & Integrations vs DocTick

FileInvite integrates with Google Drive, OneDrive, SharePoint, Box, Dropbox, Salesforce, HubSpot, and Zapier, and now focuses on commercial lending with plans from $9,900/year. Here is what it connects to, what it costs, and how DocTick compares for smaller firms.

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 handling CRE, SBA, construction, or line-of-credit loan packages.
2You need e-signatures, PDF form-fill, and in-portal messaging alongside document collection.
3You need CRM integrations (Salesforce, HubSpot), an API for your loan origination or core banking system, or bank statement data retrieval.
4You sync to OneDrive, SharePoint, Box, or Dropbox rather than Google Drive.

Choose DocTick if:

Recommended

You are an accountant, bookkeeper, or small professional firm, and $9,900/year is more than document collection is worth to you.
You want files saved straight into your own Google Drive, organized in folders.
You want to start on a free plan or $14.99/month without an implementation project.
You don't need e-signatures, forms, or messaging, just a checklist clients can upload against.

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
Starting price	Free, or $14.99 / month Pro	$9,900 / year (Standard)
Billing & commitment	Month-to-month	Annual; setup costs vary
Client sign-in	Magic link; no account or password	Secure link; no account or software needed
Checklists & templates	Reusable checklist templates	Templates and checklists by product, collateral, and party
Approve / reject uploads	Per item, with a note asking for resubmission	One-click approve/reject
Automated reminders	Yes (Pro)	Yes, on all plans
Cloud storage sync	•Google Drive	Google Drive, OneDrive, SharePoint, Box, Dropbox
CRM, API & lending integrations	•No	Salesforce, HubSpot, Zapier, API for LOS/core banking
E-signatures & PDF form-fill	•No	Yes
In-portal messaging	•No	Yes

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

From $9,900 / year (Standard)

Billed annually; Enterprise is quote-based

Commitment: Annual plan; setup fees vary, 2–4 week implementation

Limits: Per FileInvite's pricing page (Oct 2026): Standard starts at $9,900/year for up to 100 typical commercial loans a year. Enterprise is quoted for higher volume or loan servicing. Setup costs are not published.

Save Hundreds Annually

DocTick Pricing

$0 Free or $14.99 / month Pro

Month-to-month; cancel anytime

Solo Savings: $9,720 / year

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

Critical Analysis

Why Professionals Are Moving to DocTick

What Does FileInvite Integrate With?

Per FileInvite's integrations page (Oct 2026): - Cloud storage: Google Drive, OneDrive, OneDrive for Business, Box, and Dropbox on all plans, plus SharePoint - CRM: Salesforce and HubSpot, through connected workflow integrations - Automation: Zapier - Bank statement data: Illion BankStatements, CashDeck, and CreditSense - Document fraud detection: Fortiro Protect - Sign-in: Microsoft and Google - An enterprise API for loan origination, core banking, or internal systems SharePoint, connected workflow integrations, and the API are listed under the Enterprise plan. DocTick integrates with Google Drive only: client uploads are saved into folders in your own Drive.

FileInvite Pricing (2026)

FileInvite's pricing page lists two plans. Standard starts at $9,900 per year, billed annually, and is sized for up to 100 typical commercial loans a year. Enterprise is quote-based, for more than 100 loans a year or loan servicing with multiple parties, and adds teams and assignees, a custom branded portal and domain, SharePoint, connected workflow integrations, the FileInvite API, and Active Directory single sign-on. Setup costs depend on implementation and are not published; FileInvite says implementation takes 2–4 weeks.

FileInvite Features

FileInvite describes itself as built for commercial and complex lending. Its product page lists templates and personalized checklists, automated email reminders, one-click approve/reject, e-signatures and form completion, in-portal messaging, AI-powered email intake that matches forwarded documents to the right request, and automatic file renaming. Borrowers open a secure link and upload without creating an account. Security features include SOC 2 Type II, multi-factor authentication, virus detection, and audit trails.

How DocTick Compares

DocTick covers the core of document collection: a magic link with no client account, an itemized checklist, uploads from phone or computer, per-item approve or reject with a resubmission note, reusable templates, and files saved into your own Google Drive. Pro adds unlimited requests, automated reminder emails, and your firm's logo for $14.99/month. It does not have e-signatures, forms, messaging, CRM or lending integrations, or an API. If you're a lender that needs those, FileInvite is the better fit. If you're an accounting or professional firm that just needs documents in, DocTick costs a small fraction of FileInvite's starting price.

Common Questions

Frequently Asked Questions

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

Per fileinvite.com: Google Drive, OneDrive, Box, and Dropbox sync on all plans, plus SharePoint; Salesforce and HubSpot; Zapier; Illion BankStatements, CashDeck, and CreditSense for bank data; Fortiro Protect for fraud detection; Microsoft and Google sign-in; and an enterprise API. DocTick integrates with Google Drive only.