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About

Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools. // Be more productive Every feature in Collect is built to help you become more productive. // Offer a good impression Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal. // Keep your workflow secure Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU.

About

FileCenter is your fastest path to organized documents. It's easy to install, learn, and use. FileCenter DMS combines easy scanning and file organization with powerful PDF creation and editing. It also integrates with most Cloud services and the Windows programs you already use. FileCenter AUTOMATE converts documents into searchable PDFs with its powerful OCR and then automatically names and routes them. FileCenter RECEIPTS is the best way to manage your receipts, track your expenses, and create reports to ensure accurate reimbursements. FileCenter is perfect for offices of all sizes. It runs on your Windows PC and uses the Windows file system, NOT complex databases. Feature-for-feature, FileCenter delivers at a price the competition can't touch. Start your free trial today! Call 801-722-7098.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies of all sizes

Audience

Small to medium size businesses in all verticals.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$39 /month
Starter: $39 /month
Pro: $79 /month
Business: $199 /month
Free Version Not Supported
Free Trial Supported

Pricing

$99.95 (one-time/user)
Std - $99.95 (one-time/user)
Pro - $199.95 (one-time/user)
Pro Plus - $299.95 (one-time/user)
Free Version Not Supported
Free Trial Supported

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 4.8 / 5
ease 4.8 / 5
features 4.6 / 5
design 4.9 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • Easy to use by everyone and great integration. very simple and easy to combine and rearrange documents and pages. Helps to edit PDF really easily.
  • Very convenient to use and store files and data. Fast integration. PDF editor and OCR is very helpful.
  • Super easy to use to re-arrange pages, combine document and edit them. Glad I found this for the PDF editor! Also love how everything is laid out makes file management super easy while doing my tax returns this year!
  • I love how easy FileCenter is to use! I actually enjoy using it. Saves so much time and not only have I organized my document but also my family photos.
  • I really love the ease of use of the software for starters. Each of my users, as well as myself, now use it on a daily basis. We store files from financial records to HR records, to just about anything under the sun. The product is also a non-proprietary software. We had been using another solution, and it was an encrypted database solution. We loved it, but then the database got corrupted and there was no warning. Our backups didn't have a version that wasn't corrupted and we lost years of data. FileCenter has been great, and we now manage the encryption and the security ourselves. They also have a great tool that reads files that are consistently the same, like invoices and legal docs, then routes them automatically after processing the information. We used to take 3-5 hours a day to scan in all of our documents, process them, name them and then store them where they needed to go. Now our scanning person in charge of those document types takes about 5-10 minutes a day to just scan the files and the system does the rest. We have estimated that we save around $18,000-$20,000 a year on just that one document type every single year. We are now getting ready to get started on the next file to auto-route and can't wait to see the same kind of results.

Cons

  • Some documents are not supported by the application.
  • Only con is that the Interface is little difficult to use.
  • Some of my documents didn't OCR but they were tough ones.
  • I have nothing to say bad about File Center. I wish I had found out about it sooner.
  • The PDF Editor that is built into the software is kind of cumbersome to learn, but over a little bit of time and with some help from their trainers, we have been able to start getting the hang of it.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Collect
Founded: 2019
France
www.usecollect.com

Company Information

FileCenter
Founded: 2004
United States
www.filecenterdms.com/

Alternatives

Alternatives

Categories

AML Supported
Applicant Tracking Supported
Audit Supported
File Sharing Supported
Loan Origination Supported
Mortgage and Loans Supported
Onboarding Supported

Categories

Accounting Supported
OCR Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Supported
Document Retention Not Supported
Electronic Signature Not Supported
Email Management Supported
File Recovery Supported
File Type Conversion Not Supported
Forms Management Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Supported
Contract Management Not Supported
Document Assembly Not Supported
Document Indexing Not Supported
Document Tagging Not Supported
Full Text Search Not Supported
Version Control Supported

AML Features

Behavioral Analytics Not Supported
Case Management Supported
Compliance Reporting Supported
Identity Verification Supported
Investigation Management Not Supported
PEP Screening Not Supported
Risk Assessment Not Supported
SARs Not Supported
Transaction Monitoring Supported
Watch List Not Supported

Admissions and Enrollment Features

Application Management Supported
Assessment Management Supported
Candidate Management Not Supported
Colleges / Universities Supported
Evaluation Management Not Supported
Fee Management Not Supported
Financial Aid Management Not Supported
Forms Management Supported
K-12 Not Supported
Recruiting Management Supported
Scoring Not Supported
Self Service Portal Supported

Applicant Tracking Features

Assessments Not Supported
Background Screening Supported
Candidate Management Not Supported
Collaboration Tools Supported
Internal HR Not Supported
Interview Management Not Supported
Interview Scheduling Not Supported
Job Board Posting Not Supported
Job Requisition Not Supported
Onboarding Supported
Recruiting Firms Not Supported
Reference Checking Supported
Resume Parsing Not Supported
Resume Search Not Supported
Self Service Portal Supported
Workflow Management Supported

Audit Features

Alerts / Notifications Not Supported
Audit Planning Not Supported
Compliance Management Supported
Dashboard Supported
Exceptions Management Supported
Forms Management Not Supported
Issue Management Supported
Mobile Access Not Supported
Multi-Year Planning Not Supported
Risk Assessment Supported
Workflow Management Not Supported

File Sharing Features

Audit Trail Supported
Chat / Messaging Supported
Collaboration Supported
Document Management Supported
Drag & Drop Supported
Electronic Signature Not Supported
Encryption Supported
File Synchronization Not Supported
Search Not Supported
User Management Supported
Version Control Not Supported
Workflow Management Supported

Loan Origination Features

Amortization Schedule Not Supported
Audit Trail Supported
Closing Documents Supported
Compliance Management Supported
Customer Database Supported
Digital Signature Not Supported
Document Management Supported
Fee Management Not Supported
Loan Processing Not Supported
Online Application Supported

Mortgage and Loans Features

Amortization Schedule Not Supported
Client Database Supported
Closing Documents Supported
Commercial Mortgages Not Supported
Contact Management Supported
Credit Reporting Not Supported
Customer Statements Supported
Document Management Supported
Electronic Applications Supported
Government Loans Not Supported
Loan Origination Not Supported
Loan Servicing Supported
Pipeline Management Not Supported
Pre-Qualification Supported
Refinance Management Supported
Residential Mortgages Supported

Onboarding Features

Course Management Not Supported
Document Management Supported
E-Verify / I-9 Forms Supported
Electronic Forms Supported
Electronic Signature Not Supported
Employee Handbook Not Supported
Employee Portal Supported
File Management Supported
Job Description Management Not Supported
Orientation Management Not Supported
Self Service Portal Supported
Task Management Not Supported
Tax Forms Not Supported
Training Management Not Supported

Workflow Management Features

Access Controls/Permissions Not Supported
Approval Process Control Supported
Business Process Automation Not Supported
Calendar Management Not Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Not Supported
No-Code Supported
Task Management Not Supported
Third Party Integrations Supported
Workflow Configuration Supported

Document Management Features

Access Controls Not Supported
Archiving & Retention Supported
Collaboration Tools Not Supported
Compliance Tracking Not Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Not Supported
Email Management Supported
File Recovery Not Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Legal Document Management Features

Access Controls Not Supported
Archiving & Retention Supported
Collaboration Not Supported
Contract Management Supported
Document Assembly Not Supported
Document Indexing Supported
Document Tagging Not Supported
Full Text Search Supported
Version Control Supported

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
CPA Firms Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Not Supported
Tax Management Not Supported

OCR Features

Batch Processing Supported
Convert to PDF Supported
ID Scanning Not Supported
Image Pre-processing Supported
Indexing Not Supported
Metadata Extraction Supported
Multi-Language Supported
Multiple Output Formats Supported
Text Editor Not Supported
Zone Selection Tool Supported

Integrations

Dropbox Not Supported
Google Drive Not Supported
Microsoft 365 Not Supported
Microsoft Azure Not Supported
Microsoft OneDrive Not Supported
Microsoft SharePoint Not Supported
Slack Supported
Stackreaction Supported
Zapier Supported

Integrations

Dropbox Supported
Google Drive Supported
Microsoft 365 Supported
Microsoft Azure Supported
Microsoft OneDrive Supported
Microsoft SharePoint Supported
Slack Not Supported
Stackreaction Not Supported
Zapier Not Supported
Claim Collect and update features and information
Claim Collect and update features and information
Claim FileCenter and update features and information
Claim FileCenter and update features and information