LucaLedger vs FileInvite
Built for accounting & tax firms · Collection connected to the work · SOC 2 ready
The quick verdict
- Best secure, multi-party / lending-grade document collection: FileInvite
- Best all-in-one (collect + extract + books + return + planning): LucaLedger
- Security/compliance: FileInvite is SOC 2 Type II; LucaLedger is SOC 2 ready
- Best for an accounting & tax firm specifically: LucaLedger (FileInvite is cross-industry, lending-led)
- Best if your accounting/tax stack is settled and you just need collection: FileInvite as a bolt-on
- Best to make collected documents do the work: LucaLedger
FileInvite is a very good front door, increasingly a lender's front door. LucaLedger is the front door plus the work the documents are for.
Side-by-side
| FileInvite | LucaLedger | |
|---|---|---|
| Category | Secure document collection (lending-led in 2026) | All-in-one accounting & tax platform |
| Secure document collection | ✓ strong | ✓ |
| Branded / multi-party portal | ✓ | ✓ white-label |
| Automated reminders | ✓ (email/SMS, scheduled) | ✓ |
| E-signature | ✓ | ✓ |
| AI document matching / renaming | ✓ | ✓ (auto-routing) |
| Reads / extracts the documents | ✗ | ✓ W-2, 1099, K-1, statements |
| AI bookkeeping / GL | ✗ | ✓ |
| Tax preparation | ✗ | ✓ 1040, 1120, 1120-S, 1065; 46 states + DC |
| Tax planning | ✗ | ✓ IRC-cited |
| Practice management | ✗ | ✓ |
| Built for | cross-industry / commercial lending | accounting & tax firms |
| Security | SOC 2 Type II | SOC 2 ready |
| E-filing | ✗ | Coming November 2026 |
| Pricing | from ~$9,900/yr (own site) / $829 to $2,499/mo (directories) | Schedule a demo |
FileInvite owns the collection-and-reminder rows and matches us on the portal, e-sign, and security; LucaLedger owns every row about reading the documents and doing the work, extraction, the books, the return, planning. The choice is whether collection should be a separate, lending-grade tool you hand off from, or the connected front of one platform built for tax firms. See the FileInvite alternative page.
When to choose FileInvite
- You need secure, branded, multi-party document collection, especially loan files (guarantors, brokers, co-borrowers).
- You're a lender, or an accounting firm with a settled tax/books/PM stack that just wants a strong collection bolt-on.
- SOC 2 Type II security and lending-specific features (borrower portals, bulk sends, SSN redaction) are your priority.
When to choose LucaLedger
- You want the documents you collect to be extracted and posted, not re-keyed by hand.
- You prepare returns (1040, 1120, 1120-S, 1065) and want collection wired straight into the books and the return.
- You want one platform built for accounting & tax firms, collect, books, return, planning, portal, not a horizontal/lending collection tool plus a stack.
Migrating, or adding scope
Frame it as additive scope, not a teardown: FileInvite is the collection front-end, so adopting LucaLedger isn't ripping out a system of record, it's collapsing the handoff. FileInvite stores standard files, so documents export cleanly; the migration isn't about trapped data, it's about connection. The same kind of guided, branded collection happens in LucaLedger, and then the W-2 gets read, the bank statement gets booked, and the numbers land in the return, in one place. (FileInvite is SOC 2 Type II and LucaLedger is SOC 2 ready; LucaLedger's e-filing arrives November 2026, until then firms export and file through their existing e-file software. LucaLedger leads on connecting collection to the work.)
Frequently asked questions
Is FileInvite a full accounting or tax platform?
No, it's a secure document-collection tool (now lending-led) that gathers documents and signatures and hands them off. It does no bookkeeping, GL, or tax preparation. LucaLedger collects documents and does the books, the return, and planning.
Does FileInvite read the documents it collects?
No, it collects, organizes, and routes files; the data is still re-keyed into your tax engine or books. LucaLedger extracts the numbers off W-2s, 1099s, K-1s, and statements automatically.
Is one more secure?
FileInvite is SOC 2 Type II with 256-bit encryption; LucaLedger is SOC 2 ready.
Is FileInvite made for accounting firms?
Not specifically, it's cross-industry and, as of 2026, focused on commercial lending. LucaLedger is purpose-built for accounting & tax firms.
How we compare: based on each vendor's public documentation and pricing, hands-on use, and LucaLedger's capabilities as of June 2026. We build LucaLedger and have worked to represent FileInvite fairly. Last updated June 2026.