file request pro

The easy way to organise and collect any type of content and documents

Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure.

Use branded upload pages with drag and drop functionality to gather and organise content. Spend more time on important tasks and less time worrying about logistics and security.

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File Request Pro - Customer Logos

Save hours explaining to clients how, where and when to send content

Easily receive digital documents, photos, and videos from clients no matter what software or device they use. Your clients won't need to log in or have an existing account.


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.

file request pro
file request pro

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.

file request pro

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.

file request pro

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.

70,000+ files and documents received every month

How File Request Pro works

Create an upload page and send a secure link to clients. They upload files using drag and drop. The new content immediately appears in your cloud storage. No fuss. No stress.

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.

Consulting Agency

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.

Marty Drake
The Compliance Shop

Mortgage Banker

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.

Patrick Nolan
Mortgage Banker

Create your upload page now
15 Days Free Trial — No Credit Card Required