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
PandaDoc
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.Starting Price: Free -
3
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 -
4
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. -
5
Clustdoc
Clust Technologies
Clustdoc is a client onboarding and engagement platform that helps businesses deliver structured, professional onboarding experiences at scale. Instead of relying on back-and-forth emails, scattered documents, and manual follow-ups, Clustdoc brings every step of the onboarding journey into one organized digital workspace. Businesses can collect information, request documents, assign tasks, automate approvals, and guide clients through clear, milestone-based workflows , all in a single & secure environment. From the first interaction to full activation, clients always know what to do next. Internal teams gain real-time visibility into progress, eliminate unnecessary follow-ups, and ensure every onboarding is completed efficiently and consistently. Designed for service-based and relationship-driven organizations that care about revenue retention, compliance and customer experience.Starting Price: €190/month -
6
CollectCue
CollectCue
CollectCue is a lightweight client document request and missing-item tracking tool for small bookkeeping and tax teams. It helps firms create recurring document requests, share simple upload links with clients, track what is still missing, send friendly reminders, and review submitted files before month-end close, tax preparation, cleanup work, or onboarding. Clients do not need to create an account or learn a complicated portal. They receive a secure request-specific link where they can see the required documents, upload files, or mark an item as not applicable for the period. Bookkeeping teams can monitor pending requests, missing items, uploaded files, exemption requests, reminder status, and review decisions from one workspace. Staff can view or download files, accept submissions, or request a reupload when something needs to be corrected. CollectCue is designed for small firms that want a clearer document collection workflow without adding a heavy client portal.Starting Price: $19.90/month -
7
ShieldFive
ShieldFive
ShieldFive is end-to-end encrypted cloud storage. Every file and its name is encrypted in your browser before upload (post-quantum ML-KEM-1024 with XChaCha20-Poly1305 by default on the web), so ShieldFive stores only ciphertext and never holds your keys. Plans: 10 GB free with no card, monthly or yearly subscriptions, or the Lifetime Vault: 2 TB for EUR 199 paid once until 31 Oct 2026, then EUR 249, no renewals, with a 30-day refund. You can preview PDFs, images, spreadsheets and Word documents in the browser, share files with an expiry date and password, and revoke links at any time. Firms can also collect documents from clients through a request link with a PIN and checklist; clients need no account (EUR 29 per seat per month). Current limits: web app today, Android app in testing, no desktop sync client or iOS app yet. The encryption core is open source (Apache-2.0); no external security audit has been completed yet.Starting Price: EUR 29/month/seat -
8
Pipefile
Pipefile
Pipefile streamlines the collection of personal, financial, or otherwise sensitive documents for business professionals. Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving. Create a checklist or leave it open-ended. Save your templates to make it super simple to request standard forms. No usernames or passwords required. With reminders, documents always show up on time. Pipefile will automatically remind your clients so you don't have to. Just sit back and wait for everything to arrive. You'll receive an email once everything is ready. Just click the link and download the documents directly from Pipefile or sync with your existing cloud storage. Your security is our top priority. All files are stored with 256-bit AES encryption. Additionally, we offer custom PGP key management to give you complete ownership of your data.Starting Price: $14.99 per user per month -
9
Cirrus Secure
Cirrus Secure
Manage deal flow and document chaos effortlessly with our customizable and secure portal. Finally allow your staff to focus on deals and not documents. With a single, secure portal, teams can easily track loan status, automatically name and package documents, and access online support systems to navigate the lending cycle efficiently. Chase down deals not documents; Cirrus is designed to streamline collection of documents into one, simple interface. Checklists, collaboration tools and flexible workflow make for less friction and more transparency, every step of the way. Streamlined deal flow and documentation lets you and your team close more deals—faster. -
10
FastDox
FastDox
Receive crucial documentation from customers in minutes. They simply upload or take a photo of their sensitive information and send it across securely instantly. Unlimited amount of document uploads of any size. Upload and send documents from anywhere zero hassle. Auto-edge cropping and dynamic document alignment. Stand out from the competition and offer your customers a seamless onboarding experience. With the platform doing the hard work for you, you can focus on delivering outstanding service. Unchain your staff from the shackles of admin and allow them to spend time building up your customer base. Our clients have seen an increase in sales of up to 35%. Work smarter not harder - dramatically reduce labour and keep business costs down. FastDox cuts postage costs by 95% and helps to ensure repeat business.Starting Price: £40 per user -
11
SendMeSafe
SQAN Ltd
SendMeSafe is a secure client workspace for freelancers, agencies and professional teams. Give clients a branded portal for documents, upload status and communication. Collect information with forms and upload requests, manage clients centrally, and share files through controlled download links. Connect and the integrated Messenger support ongoing client relationships, file links and optional end-to-end encryption. Flaschenpost shares passwords or sensitive messages through one-time links deleted after reading. Team permissions, activity notifications and audit trails help keep work organized. Guests can send files, request documents or create a Flaschenpost from the homepage. Guest transfers allow up to 10 files and 2 GB, require email confirmation before upload and delete guest files after 24 hours. Account retention and features depend on the plan. Application hosting and file storage are in the EU. English and German; free account and paid plans.Starting Price: Free; paid from EUR 9/month -
12
Content Snare
Content Snare
Content Snare is the smart, stress-free way to collect documents from clients. It's a simple, secure portal where your clients can complete your document checklist. Automatic reminders keep clients accountable and let you work on more important things than chasing clients. When you need to collect documents from clients, it's like pulling teeth. Chasing them for weeks (or months) drains your productivity, makes your job harder, and is no one’s idea of a good time. One single missing document can bring the entire process to a screeching halt. You do your best but with all the emails flying around, it can be hard to tell what info you have, which version is correct and what’s missing. The resulting document collection chaos stalls projects and confuses clients. Make clients happy with more professional content creation or document collection experience that makes your team stand out.Starting Price: $29 per month -
13
ezidox
ezidox
ezidox™ is an award-winning document collection and management platform for businesses that need to collect, verify and securely store multiple documents from their clients or other third parties as part of a complex transaction. Mortgage applications, procurement, compliance, employee on-boarding and management, professional services, government departments, etc. ezidox™ makes document collection faster and simpler for both Collectors and Senders. ezidox™ tracks the complete process so that both parties know exactly what stage they are up to, and receive regular reminders until the process is complete. The entire transaction is then auditable if required. ezidox™ is customisable so that Collectors can specify the names of documents needed and group them any way that suits so that documents are grouped and indexed according to the establsihed workflow. ezidox™ is a vital growth ingredient for our clients.Starting Price: $7.61 per use -
14
Collect
Collect
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.Starting Price: $39 /month -
15
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 -
16
Floify
Floify
Designed for loan originators and mortgage professionals, Floify is the industry's leading point-of-sale solution that streamlines the loan process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders. Loan originators use Floify to take loan applications, collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Schedule a live demo to learn more. Floify's interview-style loan application provides a best-in-class application experience for borrowers, as well as a full suite of automations, customizations, and branding options. Borrowers and agents are increasingly preferring mobile methods of communication and engagement.Starting Price: $79 per user per month -
17
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 -
18
Clinked
Clinked
Clinked is a white-label client portal, virtual data room and collaboration platform built for professional services businesses that need an organised, secure, and branded way to work with clients. Instead of juggling email threads, shared drives, chat apps, and scattered approvals, Clinked brings communication, documents, tasks, approvals, and updates into one structured workspace. Key Features: ● White-label client portals with custom branding, domains, and mobile apps ● Secure document sharing and management ● Task and project management ● Real-time chat and collaboration ● Granular permissions and user access controls ● Audit trails and activity tracking ● Branded mobile app on iOS and Android ● Workflow integrations Security AES-256 bank-grade encryption ● ISO/IEC 27001:2024 certification ● Two-factor authentication ● GDPR-focused controls ● Detailed audit logs and permission settingsStarting Price: $599/month -
19
Canoe
Canoe Intelligence
First-of-its-kind AI technology powering the future of alternative investments. Canoe has reimagined the future of alternative investments with cloud-based, machine learning technology for document collection, data extraction and data science initiatives. We transform complex documents into actionable intelligence within seconds, and empower allocators with tools to unlock new efficiencies for their business. Systematically and consistently categorize, rename, and store documents in our cloud-based repository. Leverage AI and machine-learning based collective intelligence to identify, extract, and normalize data. Action hundreds of accounting, business and investment rules to ensure data accuracy. Seamlessly deliver data to any downstream system via API or compatible flat-file formats. Since 2013, our team of industry experts has been building and perfecting Canoe’s technology to transform the way alternative investors and allocators like you can access your data. -
20
Veri5 V-CIP
Veri5Digital
An AI-driven Customer Identification process that was incepted after RBI approved VCIP. You can now speed-up customer on-boarding by automating document collection and face match. Enterprises can now do KYC verification across India. Complete VCIP process in less than one minute by digitizing document collection and AI face authentication. Accurately extract details from ID cards using smart integration with supported government databases. Authenticate identity details by matching photo on ID document with live video with the agent. Ensure person is present through liveness check. Record declaration and terms & conditions (T&C) acceptance for non repudiation check. We offer in person verification over and above the AI algorithmic verification where final KYC approval is done by your agent. Integrate your existing customer applications, be it mobile or web, using APIs and SDKs. -
21
DocsCorp
DocsCorp
Document management professionals turn to DocsCorp when they are looking for easy-to-use software that empowers them to work safer and smarter. We are a global brand with more than 500,000 users in over 65 countries. Our product portfolio is a list of must-have technologies that include document creation, email recipient checking, metadata cleaning, document comparison, PDF creation, and image file conversion to PDF, which can be accessed on the desktop, server or cloud. Our products integrate out-of-the-box with leading enterprise content management systems to streamline processes and to drive business efficiency. We offer organizations a combination of on-premises and cloud integrations. We work with industries that are document-centric to help them manage their most critical asset - documents. This includes Government Departments, Legal Services, Financial Services, and Technology companies.Starting Price: $49.50/user -
22
Juris V-Box
Juris Technologies
Juris V-Box is an all-in-one solution that enables financial institutions to collect, track, and secure customer documents throughout a relationship between the customer and the financial institution. It is a cloud-based solution with benefits to financial institutions, insurance providers, credit leasing companies, and other organizations that include: - Reduces human interaction in the document collection process. - Encrypt and secure all collected documents - Centralize documents in a cloud-based repository - Quick solution implementation - Save operational cost - Reduce the time taken to submit and manage financial products applications -
23
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 -
24
Pype
Pype
Pype’s suite of construction software solutions elevates your efficiency from preconstruction through closeout. AutoSpecs gives you immediate access to action submittals, product data, and more during precon. Throughout project planning and takeoff, the versioning tool easily keeps track of changes between multiple versions and identifies added, removed, and modified requirements. Automatically scan drawings for submittals, schedules, and more with SmartPlans, utilizing advanced Pype AI to identify potentially missing submittals. At the end of your project, use Closeout to automate the document collection process before turning over a polished and branded package to your client. As part of Autodesk Construction Cloud, Pype rounds out a comprehensive tech stack by automating critical workflows, reducing risk, and helping break down data silos across your entire project portfolio. -
25
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 -
26
Smart Storage
Winfomi Technologies
Smart Storage for Salesforce helps businesses reduce Salesforce file storage costs by securely storing files in Google Drive, SharePoint, OneDrive, or Amazon S3 while accessing everything directly from Salesforce.Starting Price: $7 -
27
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 -
28
Integrify
Integrify
Integrify is a low-code, cloud-based workflow automation platform that helps businesses build automated processes, design dynamic forms, create self-service portals and dashboards, track performance, and review activity audit trails. Thanks to our open API, Integrify can integrate with most enterprise applications like ERP, CRM, HRIS, etc. That means our customers can freely move data between systems as part of any process. We also offer a dedicated account manager, full implementation services, and coaching to help make every automation project successful. -Unlimited Forms -Unlimited Processes -Unlimited File/Document Storage -Unlimited Transactions/Requests -Unlimited Audit Trails -Unlimited Reports/Dashboards -Branded Self-Service Portal -API Integration -Free Workflow App Starter Templates -Dedicated Account ManagerStarting Price: $30/mo/user -
29
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 -
30
AlphaTrust e-Sign
AlphaTrust
AlphaTrust e-Sign™ allows you to automate document and signature processes ranging from simple present-and-sign tasks to multi-document, multi-party transactions with varied rules for different participants. Electronic signature is a wonderful capability, but getting work done means more than just stamping signatures on documents. Truly automating your work means dealing with how documents are created, how users are authenticated, how data is captured and validated, how compliance rules are followed, how signatures are captured, and how documents and data flow after signing. For organizations that need to process documents for signature, approval, data collection, and/or secure delivery AlphaTrust e-Sign™ offers a better way. AlphaTrust e-Sign™ is designed to function as a central workflow automation platform for service provider and enterprise applications to support more advanced use cases and high volume transactions. -
31
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! -
32
ImportFeed
ImportFeed
Your customers send documents using their preferred method and get status in real-time. Incoming documents are automatically organized for fast processing. Document processing tools and direct customer feedback help you get things done faster. Customers send their documents and receive status once processed. Find the documents you need by customer, date, or status. Let your customers securely access their documents. View previous document versions and track changes. Customers send documents, take pictures, or forward emails, from any device. Your incoming documents form into one actionable list. Find documents by client, date, or status. One-click to scan and send pictures using a smartphone. Each one of your customers has a dedicated email address to forward emails. A secure customer portal where customers can quickly locate their documents.Starting Price: $89 per 3 users per month -
33
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 -
34
Lightico
Lightico
Formalize orders with legally-binding authorization to ensure air-tight deals with Digital Signatures, an in-call eSignature solution. Customers are able to finger-sign documents and orders via mobile phone with the assistance of Digital Signatures. Effortless, Digital Signatures enables business owners to capture electronically binding signatures. Digital Signatures also features recording and storing capabilities for digital signatures. Digitally complete entire customer journeys with ID Verification, Forms, Document Collection, eSignature, and more using automated workflows. -
35
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 -
36
Hubdoc
Hubdoc
With Hubdoc, you can import all your financial documents & export them into data you can use. With Hubdoc, capturing your financial documents is easy. You can take photos on your mobile, use email, scan or upload documents into Hubdoc. Your key documents are stored online, in one place. Hubdoc does the data entry by reading key information from bills and receipts and turning it into usable data. Supplier names, amounts, invoice numbers and due dates are extracted for you to create transactions in Xero and QuickBooks Online with the source document attached.Now your accountant can gain access to all your bookkeeping, directly from Hubdoc. Simply grant your accountant access to your account and an email invite will be sent. Now your accountant can stay in the loop.Starting Price: $12 per month -
37
Sidian DataGuard
Sidian
Sidian DataGuard is a data protection platform that prevents sensitive and privileged information from leaving regulated organizations while allowing everyday work to continue. It sits inside email, cloud storage, shared folders, and AI workflows, checking every document, attachment, message, and prompt before it moves. Rather than blocking an entire send, DataGuard applies the organization’s policy, removes only the information that should not leave, scopes content to the recipient, and records what was removed, why, and under which rule. Email & File Protection works across Outlook, Gmail, OneDrive, SharePoint, Google Drive, and Dropbox, automatically cleaning outbound content while preserving the normal workflow. Secure Sends handles large document sets from Clio, OneDrive, SharePoint, Drive, or local uploads, flags names, dates, account numbers, IDs, and other protected data, and supports bulk review, redaction, secure sharing, expiration dates, and per-recipient activity logs. -
38
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 -
39
X1 Search
X1
Stop Searching. Start Finding. Instantly search Microsoft 365, Google Workspace, Slack, cloud data sources, email archives, and local files—all from one fast, unified search interface. X1 Search enables you to find emails, chats, attachments, files, and more across Microsoft 365 (Outlook, Exchange, Teams, OneDrive, SharePoint), Google Workspace (Gmail, Gdrive), Box, Dropbox, desktop files, and more into a single, instant, fast-as-you-type search experience. Unlike native search tools limited to one application, X1 lets you search across all your data from one place, with hit highlighting and full-fidelity previews to quickly find exactly what you need. Now with AI In-Place™, X1 Search enables intelligent tagging, classification, and categorization directly where your data resides—keeping you in control without moving or copying your information. Spend less time searching and more time working with one platform built to find everything, wherever it lives.Starting Price: $79 per year -
40
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 -
41
Filently
Filently GmbH
Filently 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, Filently 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, Filently adapts to your habits and keeps your Google Drive clean and structured. Dropbox and OneDrive support are coming soon.Starting Price: $6/month -
42
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 -
43
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. -
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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 -
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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 -
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Consilio Complete
Consilio
As a global leader in legal consulting and services, Consilio is committed to helping propel our clients further with proven solutions & expertise. The culmination of multi-year, multi-million dollar investments, Consilio Complete is a proven end-to-end legal services & technology platform bringing together world-class expertise, innovations in technology & data, along with robust workflows. Eight capabilities are tightly integrated to drive efficient outcomes, reduce client risk & control cost for investigations, eDiscovery and workflows -all designed to deliver as one complete experience. Powerful modules working together to form a robust experience ― proven to perform by the world’s most rigorous law firms and global corporations. Proven expertise across practice types, challenges and industries delivering at scale for clients of all sizes. Fully supported by a full-stack of seasoned experts — from data operations engineers to analytics experts. -
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Inscribe
Inscribe
Tedious document reviews add friction to account opening and underwriting processes, but automation alone isn’t the answer. We believe automation without fraud detection is reckless, which is why Inscribe is the total Risk Intelligence package that helps you detect fraud, automate processes, and understand creditworthiness so you can approve more customers, faster. Rely on educated guesses to identify manipulated documents, leaving your business open to fraud and credit losses. Become overwhelmed with document reviews and struggle to support a growing business without increasing risk. Become overwhelmed with document reviews and struggle to support a growing business without increasing risk. It’s where our focus began and we’ve spent years perfecting our machine learning models — and they keep evolving. Because we got here first, you can trust that our models will remain the best and most reliable in the industry. -
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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. -
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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 -
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Filogix
Filogix Mortgage Technology
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.Starting Price: $0
