Send files to your cloud storage instead of cluttering up your inbox
Uploaded files and content can be automatically sent to your cloud storage, already organised into folders.
If you have tens, hundreds or even thousands of clients this will save you hours of low-value work. It will also make sharing client information with your team easier and less error prone.
File Request Pro natively connects with Microsoft OneDrive and SharePoint, GoogleDrive and Google Docs. Use Zapier to connect to thousands of other apps. You can also download files from your dashboard.
Reduce turnaround times with a product your clients understand and trust
Upload pages are approachable and easy to use. Your clients can simply drag and drop files and select 'send'.
You can also white-label your upload form so your clients feel confident sending sensitive information through a page that looks and feels like the rest of your web content.
To request additional information simply guide your clients through a range of questions one page at a time, using conditional logic to only show what is relevant to them.
Automate repeatable tasks and spend more time closing deals
Customise and automate a reminder email sequence and cut out all the manual back and forth that usually accompanies file collection. Keep customers on track and informed about what they need to send you, without living in your inbox.
Email sequences are smart, and respond to the action of your clients. Set deadlines using exact dates or specify how many days after a file request another email should be sent. Or don't set a deadline at all.
Bank-level encryption to reassure your clients and stay compliant
Your clients expect all their content – particularly sensitive material like tax and bank statements – to be securely handled.
Our at rest and in transit encryption ensures that messaging, data and file transfers are secured to the latest global standards. Read our security commitments.
Accounting and bookkeeping
Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies.
Lending and mortgage
Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips and any other information you need.
Create a simple upload portal where candidates can upload files and answer questions. Simplify the application and onboarding process and save yourself time and hassle.
Marketing and agencies
Collect any type of attachment, file, or content using upload pages that work on the web and mobiles. Speed up document collection and meet project deadlines.
Don't see your industry? See our product overview.
Create a branded upload page. No coding required
Super simple, 5 minute set up. Customise your page, upload your logo, and add your brand colors.
Share the page with your clients
Clients don't need an account or specific software. They can just drag and drop.
View your files in Google Drive, OneDrive, SharePoint or Dropbox
Files are automatically sent to your cloud storage, labelled with your customer name. Receive an email each time you get a new file.
We’ve been very happy with the service, and so have our clients. They love the ability to just drag and drop , and to upload multiple files at one time. We’ve got nothing but positive feedback. We definitely have had a great experience so far.
The Compliance Shop
File Request Pro allows us to send our clients a link to upload their documents and creates a folder with their name in our Google Drive. Very simple, clean, and efficient. Works better than when I was using Citrix ShareFile at a fraction of the cost.
Create your upload page now
15 Days Free Trial — No Credit Card Required