Looking for a FileInvite alternative?
Built for accounting & tax firms · Collection connected to the work · SOC 2 ready
FileInvite collects beautifully, then hands off
FileInvite does secure document collection well. Branded multi-party portals, customizable request templates, automated email/SMS reminders that chase missing files, e-signature, AI document matching, and dynamic file renaming, for the narrow job of getting documents in securely, it's strong, and SOC 2 Type II to boot.
The limit is structural: it's a front door, not a workshop. The documents come in, get organized and routed, and then they leave, as files, to be worked on somewhere else.
- It doesn't read the documents. There's no extraction of the numbers off a W-2, a 1099, a K-1, or a bank statement, FileInvite collects the PDF; a human still keys it into the tax engine or the books.
- It doesn't keep the books or prepare the return. No bookkeeping, no general ledger, no tax preparation, no tax planning. By design it complements those tools rather than being one.
- It's not accounting-specific. Its biggest user segments are financial services and banking, not tax firms, on Capterra, financial services (48%) and banking (14%) dwarf accounting (11%). In 2026 it leaned harder into commercial and complex lending (SBA, CRE, construction, asset-based), with a borrower-first portal and lending-volume pricing.
- Lending-grade pricing. Its own 2026 pricing page starts at $9,900/year (up to ~100 commercial loans), with Enterprise custom; third-party directories still list the older per-user tiers ($829 to $2,499/month). Either way, that buys collection, the accounting and tax work is a separate spend on separate tools.
So a FileInvite firm still runs a tax engine, a bookkeeping system, and a practice-management platform, and re-keys, by hand, the very documents FileInvite so neatly collected.
FileInvite vs LucaLedger, at a glance
| FileInvite | LucaLedger | |
|---|---|---|
| Secure document collection | ✓ strong | ✓ |
| Branded / multi-party portal | ✓ (borrower/guarantor/broker) | ✓ white-label client portal |
| Automated reminders | ✓ (email/SMS, scheduled) | ✓ |
| E-signature | ✓ | ✓ |
| Reads / extracts the documents | ✗ (collects files only) | ✓ W-2, 1099, K-1, statements |
| AI bookkeeping / general ledger | ✗ | ✓ |
| Tax preparation | ✗ | ✓ 1040, 1120, 1120-S, 1065 |
| Tax planning | ✗ | ✓ IRC-cited |
| Built for | cross-industry (lending-led in 2026) | accounting & tax firms |
| Security | SOC 2 Type II | SOC 2 ready |
| Pricing | from ~$9,900/yr (own site) / $829 to $2,499/mo (directories) | Schedule a demo |
The short version: on collection, reminders, the branded portal, and e-sign, FileInvite is strong, and on security it's SOC 2 Type II while LucaLedger is SOC 2 ready. The difference is what happens to the documents after they arrive. FileInvite gathers them and hands them off; LucaLedger gathers them and then extracts, books, and carries them into the return, collection wired to the work, in one platform built for tax firms rather than lenders.
When FileInvite is still the right call
If your need is secure, branded, lending-grade document collection, especially multi-party loan files with guarantors and brokers, and you already have your accounting and tax stack settled, FileInvite is a strong, security-hardened choice. Its borrower portal, reminder automation, and SOC 2 Type II posture are strong, and its 2026 lending features (multilingual portals, bulk/scheduled sends, automated SSN redaction) are well-built for that world. If you're a lender, or an accounting firm that just wants a strong collection bolt-on and is happy to re-key into your existing tools, FileInvite does that job well. LucaLedger is the better fit when you want the documents you collect to do something the moment they land.
What you get with LucaLedger
- Collection that's connected. A white-label client portal and guided organizer collect and auto-route documents, and uploads feed the work, not a separate folder or tool.
- The documents get read. AI document extraction pulls the numbers off W-2s, 1099s, K-1s, and bank statements, no re-keying into a tax engine.
- The whole engagement, in one platform, AI bookkeeping and a real general ledger, tax preparation (1040, 1120, 1120-S, 1065 across 46 states + DC), and tax strategy.
- Built for accounting & tax firms, not retrofitted from a horizontal or lending tool.
- Coming November 2026: e-filing inside the platform.
Frequently asked questions
Does FileInvite do bookkeeping or tax preparation?
No, FileInvite is a document-collection platform. It securely gathers documents and signatures and hands them off; it doesn't read them, keep books, or prepare a return. LucaLedger collects documents and extracts, books, and carries them into the return (1040, 1120, 1120-S, 1065).
Is FileInvite built for accounting firms?
Not specifically, it's cross-industry, and in 2026 it repositioned around commercial lending (its largest user segments are financial services and banking, not tax). It can be used for accounting-client onboarding, but the accounting work happens entirely in other tools. LucaLedger is purpose-built for accounting & tax firms.
Is LucaLedger more secure than FileInvite?
FileInvite is SOC 2 Type II with 256-bit encryption; LucaLedger is SOC 2 ready, with encryption in transit and at rest and row-level isolation.
Can I move off FileInvite easily?
Yes, FileInvite collects standard files, so documents export and import cleanly. The point of moving isn't trapped data; it's that in LucaLedger the documents you collect feed the books and the return instead of being re-keyed.