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About

With Auditi, a platform that simplifies your workflow and brings communication, collaboration, and secure file exchange together. Auditors, accountants, and other professionals must request lots of information from their clients before they can begin their engagement. But typically, the process is very messy. A mix of tools and spreadsheets are used. Communication becomes painfully slow as employees take leave. Many hours are spent chasing clients for files instead of on productive tasks. Vital information is missing, which only becomes apparent later on. Sensitive files get shared by insecure means. And no one really knows what’s going on, not least the client who has a terrible experience before the real work even begins. Auditi replaces this confusing and chaotic process with a simplified workflow that saves you time and money. Your firm centralizes communication, collaboration, and file exchange on one platform.

About

Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies interested in a solution to request information from clients

Audience

Organizations that need a document collection platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$49 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Auditi
United States
www.auditi.com

Company Information

File Request Pro
Founded: 2019
United States
filerequestpro.com

Alternatives

Cygna Auditor

Cygna Auditor

Cygna Labs

Alternatives

Categories

Categories

Integrations

Dropbox
Google Drive
Microsoft OneDrive
Microsoft SharePoint
Squarespace
Weebly
Wix
WordPress
Zapier

Integrations

Dropbox
Google Drive
Microsoft OneDrive
Microsoft SharePoint
Squarespace
Weebly
Wix
WordPress
Zapier
Claim Auditi and update features and information
Claim Auditi and update features and information
Claim File Request Pro and update features and information
Claim File Request Pro and update features and information