Alternatives to File Request Pro
Compare File Request Pro alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to File Request Pro in 2026. Compare features, ratings, user reviews, pricing, and more from File Request Pro competitors and alternatives in order to make an informed decision for your business.
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1
FileInvite
FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.Starting Price: $829/mo -
2
Onehub
Onehub
Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms allow your business to send proprietary information to clients while keeping collaborators anonymous.Starting Price: $37.50/month -
3
Moxo
Moxo
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships. -
4
Formplus
Formplus
Formplus is a robust drag-and-drop online form builder perfect for creating mobile-friendly web forms. Whatever your industry or use case, Formplus is equipped with over 1000+ form templates to help you collect customer feedback, create workflows, or receive payments. Formplus currently serves customers across various industries such as Education, Logistics, Event planning, Non-Profits, E-commerce and so much more. The app is packed with powerful features such as; document merge, digital signatures, file uploads, repeating data sections, save & resume, on-form payments, and conditional logic. With numerous sharing options such as Website and WordPress embed, Formplus forms can be easily shared across social media channels, via QR codes, and via customized Email Invitation with prefilled data. The tool also integrates with third-party storage apps like Google Drive, Dropbox, Microsoft OneDrive, and third-party integrations like Zapier. Sign up for free today.Starting Price: $25.00/month -
5
Ahsuite
Ahsuite
One place for sharing tasks, files, passwords, presentations, and Data Studio reports. Ahsuite lets you keep all your client communication organized so nothing gets missed or lost. Your clients will appreciate the structure and professionalism, and you will be able to spend less time running your agency and more time designing, writing, and running your clients’ campaigns. No need to keep sending links over email. Easily embed Data Studio dashboards, Google Slides, and videos right in your client portals. Ahsuite tasks have everything you need to manage complex projects, checklists, templates, labels, dependencies, attachments, calendar views, and more. Decide which files require client approval, such as agreements and proofs. Custom labels and searches make organizing your files easy. Ahsuite's encrypted password manager makes it easy to share passwords with only the people who need them. Help your team keep track of who did what and when with timestamped log entries.Starting Price: $30 per month -
6
Oroson
Oroson
The fast, visual way to impress your clients. Kill endless client email threads. Share ideas, files and feedback in one frustration-free client portal. Are you wasting time and energy switching from email to online docs, to notepads and apps - and back again? Ideas, inspiration and discussions happen all over the place. But your brilliance means nothing if your clients can't see it. Vital conversations, files and ideas get scattered across inbox-choking email chains and messy shared folders. Juggling poorly suited tools can double your workload, sap enthusiasm and kill project momentum. Who wants that? Bring deliverables and feedback together in one clear view. Unlike email and other tools, Oroson displays feedback and files side-by-side. Save hours chasing for valuable feedback. Spend more time delivering your best work instead. If you find staying on track a hassle, so do your clients. Oroson doesn't force them to add new steps or learn a bunch of tricky tools.Starting Price: £49.99 per month -
7
Client Portal
Client Portal
Set yourself apart from your competitors by giving your customers a professional, organized client portal. Client Portal integrates with WordPress to help you manage your client projects... without the bulky project management software. Projects can get messy. No matter what kinds of projects you work on, if you work with clients you know the headache of keeping track of projects and deliverables. Most files you send will likely be emailed across. These can quickly become buried in both yours' and your clients' inbox. Maybe you need to dig out the proposal you sent 6 months ago to check the scope, or perhaps your client needs that Google doc with the draft copy that was completed weeks ago. Client Portal is a super simple, lightweight WordPress plugin that you can use on your website today to allow your clients to keep track of the project and give them access to all files at any time. No more "Can you send me our logo? I've lost it again!" requests.Starting Price: $199 per year -
8
Zapa Client Portals
Breichbilt
Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now! Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access.Starting Price: $52 per month, unlimited users -
9
XfilesPro
Ceptes
Choose amongst different external file storage options to integrate with your internal Salesforce CRM: both cloud storage platforms (SharePoint, Amazon S3, Google Drive, OneDrive & Dropbox) & on-premises systems (SMB, SFTP & Network Drive). Struggling with your Salesforce file management complexities? XfilesPro's persuasive features will make your file management experience seamless and uncomplicated. Collaborate with external storage systems like SharePoint, AWS S3, Google Drive, OneDrive, Dropbox, SMB, SFTP & Network Drive. XfilesPro facilitates easy collaboration between internal Salesforce & external users and ensures files are managed centrally but available to everyone to view, edit & share. XfilesPro brings more capabilities to the table for community users with seamless Salesforce community portal integration. XfilesPro supports Mass Download, Mass Delete & Mass Sharing functionalities for both the List and Bi-Sync component users.Starting Price: $0.99 per user per month -
10
zBackup.app
zBackup.app
Set up zBackup.app once and it will automatically sync every Zoom recording to Google Drive, Dropbox, OneDrive, Youtube, and/or Vimeo. You use Zoom a lot. Keep multiple backups without spending hours downloading and uploading videos. zBackup.app can (optionally) delete any backed-up recordings. You're probably already paying for cloud storage. Why not use that to store your meeting recordings too? Your recording will be directly transferred to your cloud storage provider. We only request access to the part of your drive that we need to upload your files. Setting up zBackup.app to upload your Zoom recordings is simple and takes less than 2 minutes. Connect zBackup.app to your Zoom and cloud storage accounts. Pick where to upload your recordings and for which Zoom users. Use our default settings or customize your notification, filtering, and deletion settings.Starting Price: $7.99 per month -
11
DocuSoft
DocuSoft
Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser! -
12
Correlate
Correlate
Whether it’s Gmail, Outlook, Google Drive, OneDrive or Dropbox, Correlate is a productivity tool that helps you bring it all together in one easy-to-use location. With a focus on adding context to your cloud-based content, we help you get things done without distractions from nonessential elements. We envision a system that makes space and time) for people to connect the dots, collaborate and focus on what really matters — in life and in work. Easily and securely share the right files with the right people at the right time. Correlate helps make connections that can change the world. Some of our first partners are inspirational EU initiatives: Cities2030, which focuses on creating sustainable urban food systems, and FeMALE project, which is working to improve interventions for those with endometriosis.Starting Price: $9 per month -
13
Portal
Portal
The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.Starting Price: $69 per month -
14
Info-Organiser DMS
IOS Technologies
Since 1999, we’ve been at the forefront of Australian digital filing and document management, back when it was known as a paperless office solution or electronic filing. You’ll find that we go beyond selling software, to deliver you a boutique business partnership with an Australian based expert who takes the time to fully understand your business workflow and filing needs. Stop searching, you’ve found a better document management solution. Your staff can say goodbye to heavy files, paper cuts, storage dust, and complicated spreadsheets of archives. You can say good riddance to that inefficient maze of Google Docs or Explorer folders. Or you can stop being frustrated by Dropbox and OneDrive limitations. Your team will be productively using Info-Organiser within the first hour of installation. Suits your workflow, adjustable screen layout and colour scheme, save favourite searches.Starting Price: $50 per month -
15
Motion.io
Motion.io
Motion.io is an all-in-one client portal and project management platform designed to streamline client work for service-based businesses. It offers loginless, white-labeled portals where clients can upload files, complete forms, track project progress, and communicate with teams without the need for account creation. Motion.io's task builder allows businesses to assign tasks that automatically remind clients to complete necessary actions, such as signing documents or submitting information. Motion.io also features electronic document signing, enabling clients to sign contracts directly within their portals. Its project tracker provides clients with clear visibility into each stage of their projects, enhancing transparency and reducing the need for status update meetings. The unified inbox consolidates all client communications, including messages and support tickets, into a single dashboard for efficient management.Starting Price: $19 per month -
16
Fileo
Fileo
Fileo is an AI-powered document organization tool that eliminates the need for manual filing in cloud storage. Instead of wasting time renaming files and moving them into the right folders, Fileo recognizes document types (invoices, contracts, receipts, reports), applies consistent file names, and places them in the correct folder automatically. With smart document recognition, intelligent folder mapping, and continuous learning, Fileo adapts to your habits and keeps your Google Drive clean and structured. Dropbox and OneDrive support are coming soon. -
17
Contract Collector
Graveco
Automate your entire installment loan servicing process with Contract Collector v5 from Graveco Software, Inc. It’s the most advanced, feature-rich and easy to use contract collection/ loan servicing software available. Contract Collector is a comprehensive system that manages all types of installment loans, notes, contracts, mortgages, deeds of trust, as well as any number of clients and contracts, and all types of payments. Every process is streamlined – from entering new clients, companies and contracts, to printing client statements, deposit slips, and payment coupons. Contract Collector users include banks, auto dealerships, finance companies, mortgage companies, private investors, and anyone who tracks installment payments. For large organizations, it is a cost-effective way to automate loan collection processing. For organizations of any size, Contract Collector is the best solution for loan servicing. -
18
WebDrive
South River Technologies
Simple for the Novice, Powerful for the Pro. Access SharePoint and OneDrive within the applications you already use. Easily edit Adobe, text, and all versions of Office. Box, S3, Google Drive, Dropbox, OneDrive, and more can be accessed right from your Windows Explorer or Mac Finder. WebDrive is the FTP client you already know how to use. Map FTP and SFTP servers as a drive letter for productivity and convenience. WebDrive is the WebDAV client with options to mount at startup and lock server files. It works the way the native Windows WebDAV redirector should work. Reduce installation and setup time for large implementations. Customize and push the settings out to all your users with no need to configure each PC. Improve security by accessing your remote files without syncing and filling your device with copies of your files—a major security risk if your device is lost or stolen.Starting Price: $39.95/one-time/user -
19
ikno intranet
ikno
ikno intranet keeps all of your employees on the same page, improving communications, information sharing and engagement. ikno is easier, economical and more efficient. Simplify and improve your internal communications while building your corporate culture. A more engaged and informed workforce is more productive, safer, more profitable, and provides better customer service. You can’t afford not to have ikno. Companies that care about transparency and outstanding employee communication. We work with insurance agencies, banks, professional service firms, manufacturers, non-profits and associations. Improve employee interaction. Provide easier access to information. Save time searching. Increase transparency. Enhance morale and build culture. Mobile, flexible, reliable, capable. Eliminate file trees and share drives. Reduce email. We work with insurance agencies, banks, professional service firms, manufacturers, non-profits and associations.Starting Price: $5 per month -
20
Filogix
Finastra
We offer a web-based, reliable and secure end-to-end solution for the creation, submission and management of mortgage applications. Expert POS offers secure connectivity between more lenders and mortgage brokers than any other available solution. The steppingstone to a fully digital mortgage experience. A free solution you can access anywhere, anytime to do more, faster. Available any time, from any type of device, Filogix Expert Pro offers integrated e-signature capabilities, document storage, email marketing features, bank statement retrieval, and much more. This is the future of deal management systems in the industry, enabling you to do more, faster. Filogix’s secure document management solution enables lenders and mortgage brokers to securely share, store, and manage documents associated with the mortgage application process. -
21
MyDocSafe
DocSafe
MyDocSafe is your digital transformation partner that helps you automate client-facing processes such as pitching, onboarding and secure document sharing. MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue. Simplify and streamline your proposals with a customizable workflow and an entirely paperless quoting process. Close deals faster, and avoid administrative delays – with efficient, effective, multi-departmental workflows. Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.Starting Price: $8 per month -
22
Slik Safe
Slik Safe
Slik Safe is a Blazing Fast File Experience built to increase efficiency, speed and security. An end-to-end encrypted file storage solution that enables you to store, share and share your files in less than 5 seconds. Your files and folders, be it on cloud apps like Google Drive, OneDrive, Dropbox etc or local devices, get backed up by connecting to the Slik Safe app on your device. All your files are encrypted on your local device with military grade protection before uploading it on the cloud. The app is designed in a way where it keeps running in the background, constantly backing up connected files and folders in real time. With Slik’s AI, you can retrieve a particular information from a specific file wherein all the details get extracted in Natural Language. So if you want the sum of Column 2 in your datasheet. Just type it, you get the answer.Starting Price: $0 -
23
Loandisk
Loandisk
Cloud based lending software that is secure and easy to use. Manage all your customer loans and repayments in one place. Spend less time doing admin work and more time growing your business. View loan details including repayments, loan terms, loan schedule, collateral, files, and comments. You can also print loan statements and schedule for your borrowers. Set loan fees, grace period, and penalties. See a snapshot of the loan on one page. You can even Send SMS to the borrower. Create savings account for your borrowers and add transactions such as deposits and withdrawals. You can also print savings statement and give this to the borrower. The system will automatically add interest to the savings account depending on your savings product.Starting Price: $30 per user per month -
24
Valid8
Valid8
Now you only need a few hours to transform years of statements, checks, deposit slips and accounting system transactions into courtroom-ready evidence. Valid8 is the only cloud-based Verified Financial Intelligence (VFI) platform designed by forensic accountants who leverage advanced AI. Purpose-built to help teams trace the flow of funds quickly and accurately, Valid8 gets you to analyze in less time and with more confidence. Upload bank statements, check and deposit slip images, accounting system extracts, and transaction lists to Valid8 and get fully verified financial evidence within hours. See why Valid8’s (VFI) platform is exponentially faster than OCR solutions that require manual cleanup. Valid8’s VFI platform leverages AI and machine learning to automatically extract transactions from any statement or system. No more frustrations and delays: upload PDFs and get clean, reconciled data in hours. -
25
C2 Covalent
C2 Systems
Covalent is a cloud-based loan origination system that includes digital onboarding consumer, mortgage and commercial requests, automated underwriting and credit structure, compliance management, including HMDA data collection, adverse action letter management, fully integrated early disclosure and closing documents, including TRID, core import/export, e-sign and more. Our system is so intuitive that your associates will have near-instant usability. In the time it takes to open the bank in the morning, you can have your users trained on the system. Your analyst, your rules! When your lending policy changes, you’re able to modify the loan origination automation process without getting software developers involved. Lenders love C2 Covalent’s instant usability, predefined product types and modules. Spend less time on training and more time on the customer relationship. Flexible reporting, increased customer share of wallet, and significant time savings for your analysts. -
26
Shoviv OneDrive Backup
Shoviv Software
The Shoviv OneDrive Backup Software is a one-stop solution to back up OneDrive data in local storage/drive. This utility is developed to provide an effortless backup solution to all users, including novices. Users can back up every kind of data, including photos, documents, videos, or any file format, without restriction. It can download multiple user drives in a file system in one go. Moreover, this OneDrive Backup Tool offers various filter options and scheduling facilities. A free demo version of this software is also available to download, install, and have a trial. Demo Version: Migrate Less Than 20KB items for free!Starting Price: $29 -
27
ExpanDrive
ExpanDrive
The Smartest Way to Connect to the Cloud. Seamless access to cloud storage from any within any application. ExpanDrive adds cloud storage like Google Drive, Dropbox, Amazon S3, SFTP (SSH), Box, OneDrive and Sharepoint to Finder and Explorer. Don’t bother with an extra app just to move data around. ExpanDrive connects cloud storage to every application on your computer including Office 365, Photoshop, and VS Code. Choose files for offline access and work without an internet connection. Synchronization to the cloud takes place automatically when you’re back online. Other files are accessed on-demand from the cloud, taking no disk space. Major storage providers have left you behind and we’re here to help. ExpanDrive adds native cloud storage access into Linux for all major Linux distributions, including Ubuntu, Linux Mint, CentOS, Redhat, and more. ExpanDrive hooks into Spotlight Search on Mac and Windows file search. Quickly search your remote storage for whatever you’re looking for.Starting Price: $49.95 -
28
Shadow Realm
GenesysGo
Everyone begins their cloud journey working with storage. Maybe that's Dropbox, OneDrive, Google Drive, or iCloud drive. But that's definitely where everyone's journey starts. So what is the web3 equivalent to those? Shadow Drive. Using any Solana wallet, and a little bit of $SHDW, users can carve out permanent, dedicated storage to store their files (and it doesn't even hash the filename). Beyond that, any software developer that wants to build a dApp that requires some sort of file storage (because the app creates data, or because the users upload data), Shadow Drive comes with a full-fledged SDK (JS or Rust) for baking storage capability straight into your dApp. An RPC, on its own, stores and performs all of the same tasks as an actual Solana validator with the exception of actual voting on new blocks. It also handles the bulk of data lookups for the Solana blockchain. Because it handles all of the same traffic as a validator but the additional traffic of just looking up data. -
29
Able2Doc
Investintech.com Inc
Convert from PDF to Microsoft Word documents and edit them with Office for iPad or other editors. Able2Doc PDF to Word for iOS is a free, lightweight app for converting from PDF to Word on the go. Cutting-edge conversion technology combined with powerful servers provides accurate, reliable, and high-quality PDF conversion output. Enable push notifications for this app to work properly. Convert PDF to editable Microsoft Word (docx) documents. Import and convert files from your mobile device, email, or other online storage services such as Dropbox, GDrive, and OneDrive. Once your file is converted, open and edit it in other apps such as Office for iPad and QuickOffice or upload it to Dropbox, OneDrive, and other storage services. Easy to use, simply import the file into the app and conversion will instantly start. Processed files are permanently deleted from Investintech's servers within 24 hours.Starting Price: Free -
30
Astiga
elsten software ltd
Astiga is a streaming service for your own music collection. Connect Astiga to cloud storage, where you've uploaded your music, and Astiga can stream and sync your library to all your devices. Astiga supports all the big storage services such as Dropbox, Google Drive, OneDrive, AWS S3, WebDAV, (S)FTP and other compatible services. Astiga can be used via the Web, the free Android app or any software that connects to Subsonic music servers. The Astiga app can cast to Chromecast endpoints and there's Android Auto compatibility too. The Astiga app can download all of your music for offline listening. All the major audio file formats are supported and music is streamed in full native quality.Starting Price: $4.99 per month -
31
Inogic SharePoint Security Sync
Inogic Tech
Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Restrict user’s level of access in SharePoint to the same level that is assigned to them in Dynamics 365 CRM. Furthermore, replicate any changes made to Dynamics 365 CRM security privileges in SharePoint. Integrate with SharePoint, Dropbox or Azure Blob as the cloud storage location for your files and attachments. Drag and drop multiple files and folders to upload them all at once. Generate anonymous links to the documents to share outside of the organization. Directly email the files as attachments or links to documents from within CRM. Upload, Rename, Delete & Search files from cloud storage. Bulk Migrate Note/Email/Sales Literature attachments to the configured cloud storage. Security Template to control user privileges to the various actions discussed above. -
32
StorageCraft Cloud Backup
StorageCraft
Protect data created in your cloud-based applications with Cloud Backup for Office 365, Microsoft 365, and G Suite. Back up and recover Microsoft Exchange Online, OneDrive, SharePoint Online, and Teams data or G Suite Gmail, Google Calendar, Google Drive, and Google Sites data. Even though your organization’s SaaS data is in the cloud, that doesn’t mean it’s completely safe. When it comes to working in cloud-based applications, the option of granular recovery isn’t a given. But the opportunity for human error is. Humans accidentally delete important files, overwrite one another’s documents, and download viruses. And SaaS vendors may or may not have a cloud backup storage and recovery solution for you. If they do have cloud backup storage, there’s no guarantee that it'll be easy, that you’ll get the data in a useful format, or that the recovery will happen quickly or inexpensively. StorageCraft® Cloud Backup provides granular protection of your business data. -
33
Tricent
Tricent
Tricent is the #1 file-sharing governance SaaS platform that helps organizations make their file-sharing more secure and compliant without sacrificing collaboration. For Microsoft 365 OneDrive & Sharepoint, and Google Workspace MyDrives and Shared Drives. Tricent enables administrators to: 🚀 Effortless Onboarding in less than 30 Minutes. 🔍 Unparalleled Insights: From day one, gain a comprehensive overview of all files shared and permissions granted—across both personal drives and shared drives. ⭕️ Bulk Remediation Made Simple: Our admin-friendly cleanup tools allow you to tackle file sprawl efficiently. 😇 Empowering End-Users Responsibly: We use automation to involve your employees in the cleanup process. . 💪🏼 Customizable Governance Policies: Set different cycles for different user groups 🔮 Stay Ahead with Abnormality Detection: Our machine learning feature keeps you informed, detecting anomalies before they escalate *Only Google WorkspaceStarting Price: €18/year/user -
34
Doc.It by IRIS
Doc.It Inc.
Document Management, Workflow, PDF Editing and Web Portal solutions for accounting firms to improve productivity and efficiency. Accounting and tax firms using Doc.It Suite software stay organized by streamlining and automating digital processes that drive efficiency, workflows and profitability while minimizing risk associated with dealing with the exchange and storage of financial documents. Doc.It was founded in 2001, is headquartered in Toronto, Canada and currently has 600 accounting firms and 16,000 users. There are three product options depending on your firms needs. 1. Doc.It Suite includes all functions of the software- Scan and Organize, document management, workflow, web portal, PDF Editor and all integrations. 2.. Doc.It Connect is focused around the web portal functionalities with the work binders for document storage. 3. Doc.It Explore is the starting point for document storage. and includes the PDF editorStarting Price: $29.00/month/user -
35
Magentrix PRM
Magentrix
Increase productivity of your channel sales partners with a Magentrix partner portal for partner relationship management (PRM). Customize the look and feel with your own brand. Control access to standard and custom objects, files and document sharing and eLearning. FEATURES: Partner onboarding, Playbooks, Training & certification, Pop-up alerts, Deal Registration, Deal Management, Document Management, Content Management, Market Development Funds (MDF) and much more! INTEGRATIONS: Magentrix integrates seamlessly with your CRM (e.g. Salesforce, SAP, Dynamics, HubSpot and more) to maintain a single corporate data source with complete control over user permissions and security. Intelligently optimizes synchronization with Salesforce data resulting in less API calls for high performance and uninterrupted data accessibility. Extend your portal with the growing list of 3rd party applications (including Zapier) or use the RESTful API to integrate your own. -
36
Cloudsfer
Tzunami Inc
With Cloudsfer you can instantly copy file storage, transfer and backup your files anywhere. This migration solution is for both cloud to cloud migration as well as on-premise to cloud transfer and integrates over 20 Cloud Storage Providers at your fingertips, such as Dropbox, Google Drive, Box, OneDrive, SharePoint Online, Egnyte and many more! Enjoy our Free analysis tool before your cloud data migration. Clouds is easy to use, cost-effective, secured and has a 24/7 support team available to assist you when needed. Transfer multiple users, maintain permissions, security, and metadata in a few quick steps. Keep your permissions or create custom permissions when needed. With our cloud sync service, you can manage existing files & folders in your destination and run delta migration to cloud services. Enjoy fast, easy and secure cloud-to-cloud file transfer service.Starting Price: $6.00/one-time/user -
37
StatementSheet
StatementSheet
StatementSheet is a web-based tool that converts PDF bank statements into clean, structured Excel or CSV files in seconds. Designed for accountants, freelancers, and small businesses, it eliminates manual data entry and simplifies financial reporting. Users simply upload their PDF statements, and StatementSheet automatically extracts and formats the data into ready-to-use spreadsheets. It supports multiple bank layouts, applies consistent formatting, and ensures accuracy, with no software to install or configure. All files are processed securely, and outputs are compatible with popular accounting tools. Whether you're reconciling accounts, preparing tax reports, or managing cash flow, StatementSheet helps save time and reduce errors.Starting Price: $20 -
38
iBase DAM
iBase Media Services
Digital asset management - often called DAM - is the process of organising, storing and retrieving digital files such as image, video, document or sound files, along with their technical and descriptive metadata. iBase digital asset management provides everything you need. You can be up and running immediately with our Express system, including up to 1GB of data storage at no cost or obligation. Have a large or scattered collection of digital files that you want to centralise so that users can easily find what they're looking for. Want to optimise the monetisation of your asset collection, for example as a picture library or local authority looking to take advantage of a large collection of images of local interest. Need to control access to your collection so that you can safely share your files with clients or suppliers, or limit access to sensitive material.Starting Price: $320 per month -
39
Safelink
Safelink
Safelink provides secure virtual data room and collaboration services for organizations such as law firms, accountancy practices, real estate specialists, M&A specialists, and financial services businesses. The cloud-based solution includes encrypted data storage and transmission for the secure sharing of highly confidential documents. Safelink is a fully featured solution offering granular permissions, full content search, secure messaging, collaboration tools, and page-level document tracking. Document features allow users to drag and drop files and folders into the system, as well as set permissions for who can access, copy, download, print, or send to others. Coordination and collaboration features enable users to create tasks and checklists, leave comments on documents, and publish notices for other users to see.Starting Price: Free -
40
myView
UniTrust
UniTrust has developed the unique myView platform. By using myView you are able to save a lot of time in both your mortgage administration and the development of your mortgage advice. In short: less administration and more time for your customer. Within the myView platform, with myView MidOffice the entire administrative process from mortgage application to passing through at the notary can be handled. This includes a comprehensive overview of your file, digital file creation regarding the required documents, online status information and communication (whether or not via HDN) with all parties involved - customers, companies, financial advisers, service provider and civil-law notaries. Related products that belong to the mortgage process can also be fully administered and monitored in the mortgage file. Think of risk insurance, bank guarantees and valuations. In short: with myView Midoffice you have a clear mortgage file and all timelines within your file are automatically monitored -
41
Docparser
Docparser
Docparser identifies and extracts data from Word, PDF, and image-based documents using Zonal OCR technology, advanced pattern recognition, and the help of anchor keywords. There are 3 steps to set up your document parser. Either upload your document directly, connect to cloud storage (Dropbox, Box, Google Drive, OneDrive), email your files as attachments or use the REST API. Train Docparser to extract the data you need, with zero coding. Select preset rules specific to your PDF or image document, using options that fit your document type. Either download directly to Excel, CSV, JSON, or XML formats, or connect Docparser to thousands of cloud applications, such as Zapier, Workato, MS Power Automate and more. Choose from a selection of Docparser rules templates, or build your own custom document rules. Extract important invoice data, then integrate it with your accounting system or download it as a spreadsheet. Pull data such as reference numbers, dates, totals, or line items.Starting Price: $39 per month -
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TAC CREDIT
Tyler Analytics
You will spread financial statements directly into the pre-designed business templates or enter Tax Return data into IRS templates with ease and accuracy. Spend less time entering data and more time with the critical elements of the loan decision. In addition to traditional financial statement analysis, TAC CREDIT™ provides a range of reporting for all types of credits and includes a full suite of Narrative Reports; Comparative Global Cash Flow Analyses and Stress Testing of key cash flow drivers. No two credits are alike and a lending decision is critical to the growth of your community and the growth of your bank. TAC CREDIT™ helps with a comprehensive analysis of the financial data of each business and personal guarantor. Simplify and increase the efficiency of your annual review process. Updated financial data for each business is stored for both interim and fiscal periods and immediately updates all of the comprehensive reporting and trend analysis. -
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Real Estate Cabinet
Real Estate Cabinet
Explore why we're the simplest most cost of effective. Other real estate document systems include features that you simply don’t need. Simple real estate document storage with great real estate-specific features. Don’t pay for ridiculous features you don’t need. Now is the time to go digital and now is the time to select the most cost-effective real estate document filing solution possible. As low as $30 a month for a complete, real estate-specific document storage solution. You never pay on the number of agents or client files. Your monthly storage fee is the only fee. Broker upload, agent upload, email and share, and auditor access with ease. You can download your files at any time. Create a digital environment to maintain compliance and a workflow environment for you, your licensees, and your clients. Take a test drive with no required commitment. Dating back to 1989, the Key Companies have been providing real estate-related services to thousands of clients across the United States.Starting Price: $50 per month -
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pixevety
pixevety
pixevety is a leading privacy-by-design media management platform and mobile app that provides consent-driven sharing and connectivity for schools and parents. Manage your vast and growing media collections with our bulk upload tools. Spend more time enjoying and less time organising with our virtual archivist tools. Get the privacy protection you need when taking, storing and sharing children’s photos. Within your private trusted community to build amazing collections over time. Get school media off personal devices & stored locally for easy central access & management by staff. With cutting-edge technology and a built-in online photo consent module, pixevety protects schools and their communities. -
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FileBrowser Professional
Stratospherix
All the professional features you need from a document management app for your iPad/iPhone. Connect to computers, Windows, Mac, servers, cloud storage, and USB drives. Edit documents in place and create automatic file backup and sync tasks. Rename files and folders in bulk, and so much more. One clean, consistent UI allows you to manage your files and folders by creating, deleting, and renaming, and providing the ability to copy, move, download, and upload. FileBrowser Professional's connections are so seamless it feels like everything is on one server. On an iPad use split-screen mode to drag and drop from a local USB flash drive to your web server's FTP site. Copy and paste files from Dropbox to Google Drive, or from any storage to any other. FileBrowser Professional is the only app you need to organize and access your storage. Easily copy and move documents and folders from one computer to another or to your cloud storage with our FileBrowser Professional iPad/iPhone app.Starting Price: $14.99 one-time payment -
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WebCruiter
Talentech
We have made the job application process even easier for you! You can now apply for a job from your mobile phone in less than two minutes! All you have to register are your name, email address and mobile phone number. If you already have a CV in MS Word or PDF format that you wish to upload, the document is read automatically and transferred to a structured Webcruiter CV. This is called CV parsing. Attachments to the CV can be uploaded from the most commonly used cloud storage solutions, iCloud Drive, Dropbox, Google Drive and OneDrive. Over 1,400 employers in Scandinavia use recruitment systems from Webcruiter. If you have previously registered with one or more of these, you will be able to access your details from this page, or from the companies’ own websites. Log in to your CV, whether or not it is linked to a specific employer. -
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CLOVER CollectIT
Razorleaf Corporation
Product Data is an organization’s most valuable asset, and sharing this technical data is mission-critical for success in today’s fast-paced digital world. CLOVER CollectIT is a vendor-neutral, web-based file management software that allows you to extract, package, and securely distribute PLM files and data. With CollectIT, you can easily share product information with employees, vendors, and clients, including product part and BOM representations, related CAD files, and other technical documents. Bring transparency and accessibility for up-to-date file sharing to reduce errors in production, maintenance, and in the extended enterprise. Reduce bottlenecks and automate the process of compiling technical packages to help spend less time searching for data and more time on what you do best. Improve communication and support collaboration by providing non-PLM users with direct access to PLM content, saving time and money. -
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Robot Space
Fortra
You’ll spend less time worrying about your disk space when your daily disk space monitoring is completely automated—and you’ll spend less money over the long run by better managing your objects and files, so you don’t purchase unnecessary, expensive extra disk. Understanding current trends within your storage environment gives you greater visibility to predict your organization’s disk space needs and plan for the future accordingly, thanks to the historical metrics visible in your disk space analyzer. Regular monitoring for everything from active jobs to spooled files using flexible storage thresholds helps you stay on top of disk space at all times, not just when you’re reaching capacity. Drill into disk storage problems to discover what’s eating away at your disk space. See historical disk growth metrics, compare against previous collections, and use cleanup tools for addressing obsolete objects and file reorganization. -
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Clik.ai
Clik Technologies
Automated underwriting allows Commercial Real Estate Brokers and CRE investors and lenders to see projected cash flow data in a matter of minutes. It is crucial in evaluating the financial risk and potential returns of a property. With Artificial Intelligence (AI) and Machine Learning (ML), the document parsing and calculation activities real estate analysts have to slave over are eliminated through automated underwriting. OS/Rent Roll extraction, underwriting, and workflow automation software to run CRE investment and mortgage servicing run 10X faster and cheaper. Prepare industry standard loan models quickly by drastically cutting down hours of manual work of extracting financials from operating statements, rent rolls and trailing statements. Lets you upload multiple documents in any format. The uploaded documents are stored in your personal and secured data storage. Clik engine extracts key financials in seconds with more than 99% accuracy. -
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NetDocuments
NetDocuments
Simplify document reviews by making it easy for everyone on your team to preview, annotate, share, and mark up documents in real-time without ever sending an email or downloading a file to your desktop. Facilitate centralized feedback, comments, and discussions on documents without ever removing them from your secure NetDocuments environment. Communicate content edits clearly and quickly reference feedback with Margin Notes. Users can quickly add comments to a document directly from the preview window, enabling your team to collaborate without downloading or opening the document itself. Collaborate in real-time and communicate around the document, without editing directly within the document. By doing so, you avoid the need to wait for a colleague to check a document in so you can work, or create a duplicate version that may not include someone else’s edits.
