Collect client documents,
automatically organized.
Request all sorts of documents, follow up automatically, and approve each one as it arrives. Every file lands named and filed in your SharePoint, Google Drive, OneDrive or Dropbox. No client logins, no inbox full of attachments.
15-day free trial · No credit card required
Send your monthly documents
Upload your invoices and receipts. We’ll take it from here.
No account needed for your clients
Example destination for September’s uploads
One branded link, no login. Nothing lands in your inbox.
Naming and folder rules use your clients’ answers.
Send back a wrong file, and anyone still missing gets reminded for you.
Trusted by
Two ways to collect. Files end up in the same place.
If collecting client documents is part of your routine, this was built for you.
Send a document checklist, see who's done.
Use it for: following up with forty clients for year-end documents. Explore Workflows → UPLOAD PAGESOne link anyone can use to send you documents.
Use it for: an upload link on your website for new clients. Explore Upload Pages →Not sure? Start with an Upload Page. You can add a Workflow later.
Reminders stop automatically once the files arrive.
Request once.
We do the chasing.
Send each client a personal request with a deadline. Reminders go out until the files arrive, and you see who is done, who is late, and what needs a second look.
Set it up once.
Stay organized every month.
Choose how files should be named and where they should go. Share your Upload Page, and each client’s answers automatically put their files in the right folders.
Folders follow the fields that make sense for your business.
Easy for your clients. Better for your team.
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.
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.
What do you need to collect?
Accounting & bookkeeping
Collect bank statements, receipts and tax documents, each in its client's folder.
Explore accounting →Lending & mortgage
Gather borrower documents, bank statements and pay slips in one place.
Explore lending →Human resources
Collect candidate documents and onboarding details through a simple upload page.
Explore HR →Marketing & agencies
Bring client copy, images and project assets together, ready for your team.
Explore agencies →Collect sensitive client documents with confidence.
Files are encrypted in transit and at rest.
A Data Processing Agreement is available to support your GDPR obligations.
Your next client upload, already in the right folder.
Create your upload page15-day free trial · No credit card required
