The short answer
There is no universal winner. There is a better fit.
FileReq is a strong fit for Australian professional-service firms that need a branded, no-login portal and efficient seasonal bulk collection. FileInvite may suit teams that need its specialised workflow, enterprise controls or existing integrations.
Choose FileReq if you need
Firms collecting repeat checklists from many clients, with a priority on simple client completion and Australian data storage.
Consider FileInvite if you need
Teams whose lending, financial-services or enterprise workflow depends on FileInvite-specific capabilities and integrations.
A good request should be self-explanatory
Clients should see a simple, firm-branded checklist rather than a generic upload link. FileReq lets a team request files, text answers, dates and confirmations in one private portal, with notes beside individual items.
The deciding test is practical: ask a person outside your firm to complete a real request on their phone. If they need to ask how to start, what a document means or how to return later, the workflow needs work regardless of the platform you choose.
Seasonal volume changes the calculation
For a one-off request, almost any secure upload solution can work. For tax season, annual reviews or a large onboarding campaign, the bottleneck is building, personalising and chasing hundreds of requests.
FileReq supports CSV-based bulk sends on Practice and Enterprise. Each recipient receives a separate private portal, while the team tracks progress from one dashboard.
Evaluate security with your actual obligations
FileReq stores data in Sydney and encrypts it in transit and at rest. That can simplify the conversation for Australian firms with client-data residency requirements.
Security requirements differ by firm and client. Review each vendor’s current security documentation, permissions, audit commitments and data-processing terms with the person responsible for your risk obligations.
Compare the essentials
FileReq and FileInvite, side by side
| What to compare | FileReq | FileInvite |
|---|---|---|
| Client access | Private link; no client account needed | Private link; no client account needed |
| Requests | Unlimited on every plan | Unlimited on every plan |
| Bulk sending | CSV-based personalised sends (Practice+) | CSV-based personalised sends (Practice+) |
| Automatic reminders | Email reminders that stop on submission | Automatic email reminders |
| Data residency | Stored in Sydney, Australia | Sydney, Australia |
| Pricing | AUD, from $65/month when billed annually | AUD, from $65/month annually |
Competitor products and pricing change. This page was reviewed 17 August 2026; confirm current details directly with FileInvite product information before making a purchase decision.
Questions, answered
Frequently asked questions
Is FileReq an alternative to FileInvite?
Yes. Both products can be evaluated for secure document requests. FileReq is particularly focused on no-login portals, automatic follow-up and high-volume collection for Australian professional-service teams.
Can FileReq collect more than files?
Yes. A request can include file uploads, text fields, date fields and yes/no confirmations so a client can supply the context that makes the documents usable.
What should I compare before deciding?
Compare client access, the exact bulk-send workflow, integrations, current security documentation, team permissions and total annual cost. Run one representative request through each product before migrating templates.