FileInvite Alternatives for Accountants

Tax Genie is the best FileInvite alternative for Australian accounting practices that want checked client details with less chasing. It collects the documents and answers, follows up on mistakes and missing information, and gets the engagement letter signed online.

Tax Genie for Checked Client Details

Tax Genie saves your practice time by checking the information behind the documents your client sends. A returned file is one part of getting a new client ready. You also need the right entity details and answers that agree with each other.

The guided form asks only the questions that apply to the client. Tax Genie checks ABNs against the Australian Business Register and checks the format of ACNs and TFNs. Clients can correct a swapped digit while they are still completing the form.

After the client sends the form, rules check register matches, consistency between answers and missing documents. AI then reviews the answers for common client mistakes. Every TFN is removed before the AI review.

For example, a client might say the company is registered for GST but leave its reporting frequency blank. Tax Genie emails a plain list of fixable issues and reopens the affected sections on the same private link. The client corrects the answers, and your practice receives the corrected form.

Automatic email and SMS reminders chase anything still missing and stop when it arrives. Staff can see the progress of each item without writing a separate follow-up email for every correction.

From Document Requests to Accounting Onboarding

Replacing FileInvite means accounting for the collection work it already handles. FileInvite describes its current product as document collection for complex and commercial lending. Its website describes checklists, automatic reminders, document status tracking, digital signatures and connections to other software.

FileInvite’s help guide explains how staff review returned documents, accept them or request a revision with a note. The distinction for an accounting practice is between recording that a document arrived and checking the client answers needed for the first job.

With Tax Genie, the Australian checks and client corrections are part of that job. The same request collects the company’s details, the relevant documents and an engagement letter signed online. Each person sees their own items, so a director’s questions stay separate from another person’s information.

Tax Genie drafts your engagement letter from the client’s answers. Staff can adjust the letter for that client, then the client reads and signs it online. Tax Genie keeps the signed version with who signed and when.

This replacement concerns accounting client onboarding. A lender’s loan origination system, credit decisions and lending-specific connections are a separate requirement.

The onboarding software alternatives directory covers other replacement decisions if your practice is also changing a different part of its setup.

What the Client and Staff Complete

Consider a fictional company joining an Australian tax practice. The company needs year-end work, and a director completes the new-client request. It has supplied a bank statement but has left some company answers incomplete.

Under a document-request approach, staff can receive and review the statement while separately resolving the missing answers. FileInvite’s documented accept-and-revise steps help staff manage document review. A file’s arrival still needs to be distinguished from a decision that its contents support the accounting job.

In Tax Genie, staff prefill known details and send the company’s questions with its document requests. The client completes the applicable sections. Tax Genie checks the answers and asks the client to correct fixable issues before the corrected form reaches the practice.

Replacement Scope for the First Job

In this example, staff review the proposed engagement wording and complete any practice acceptance decisions. The client supplies the missing answers and signs the agreed engagement letter. Those responsibilities stay visible alongside the document status.

The practical gain is fewer separate exchanges between receiving the company’s documents and starting its first job with checked details.

Connections, Cost Units and Existing Files

Tax Genie sends approved client details into your tax software. It matches and updates Xero Partner Hub + Practice Management records after a field-by-field review and creates jobs there. Completed documents can be filed to FYI, SharePoint, SuiteFiles, Dropbox or Google Drive.

FileInvite’s pricing page lists OneDrive for Business, Google Drive and Box connections across its plans. It places SharePoint, connected workflows and API access in its Enterprise scope. A document-storage connection and a handover of checked client fields do different work, so record both when replacing an existing setup.

FileInvite’s published commercial-lending terms use annual billing and loan volume, with implementation costs depending on the work involved. Its general terms describe automatic renewal. Match the notice and renewal provisions in your own agreement to the planned changeover before ending access.

For Tax Genie, compare the time spent collecting, checking and typing client information as well as the software cost. Its price includes generous usage, including identity and AML/CTF checks. A walkthrough can show how that applies to your practice’s requests.

Records to Preserve Before Changeover

Save a complete practice record before closing access to the old requests:

• Download returned documents in their original formats, together with signed documents and their available signing records.
• Record each outstanding request, the person responsible and what the practice still needs.
• Retain messages, revision notes and available activity or access history with the client file.
• Open the saved documents and confirm that staff can find the correct client, entity and accepted version.

FileInvite documents ZIP downloads and an Invite History Report exported as a CSV. Its download guidance says partially completed or partially signed Live Forms cannot be downloaded. Finish or separately account for those items before relying on an archive.

Tax Genie imports existing clients from CSV. Treat that as a client-record import, with document preservation and outstanding-request tracking handled separately. A downloaded ZIP does not transfer the old request’s statuses or activity history into a new request.

Start the Next Client With Checked Information

Move the next new client into Tax Genie while preserving the records already collected. Use the fictional company to make the handover concrete, with a staff member responsible for the changeover.

1. Save the company’s existing documents and request history in its practice file. List any missing answers and incomplete signatures separately.
2. Create the company’s Tax Genie request with known details prefilled. Ask for the outstanding information and identify documents already held, so the client can understand what remains.
3. Tell the director which request now needs their attention. Stop duplicate reminders for the superseded request once its outstanding items have been accounted for.
4. Let Tax Genie check the returned answers and chase the client’s corrections. Review the client-specific engagement wording and obtain the online signature.
5. Review the proposed client-field changes, send the approved details to your tax software and confirm the completed documents are filed where staff expect them.

This transition gives the practice a defined next request and an accessible record of the earlier work. For later re-engagement, existing clients confirm details already held and sign the new engagement letter without starting the information collection again.

Choose Tax Genie to bring checked client details, document collection and online engagement signing into the same request. Your practice receives corrected answers ready for handover to your tax software. Talk to us about replacing your accounting client requests.