FOR ACCOUNTANTS & BOOKKEEPERS
Collect client documents.
Keep every month organized.
Give clients one place to send statements, receipts and tax documents. Files arrive named and organized in the cloud drive your accounting team already uses.
15-day free trial · No credit card required
No client login or app download needed.
Send your monthly documents
Upload your statements and receipts for this month.
No client account needed.
Illustrative form · Sample data
Month-end work starts with finding the right files.
When receipts arrive in email threads and bank statements use the same file name, your team has to sort before it can start. Collect the client name and accounting period with each upload, then let your folder rules handle the filing.
Upload Pages · Workflows
Ready in the right client folder.
Connect Google Drive, OneDrive, SharePoint or Dropbox. Use the client name and month to create subfolders and name each file automatically.
- Collect the context alongside the documentsAsk for a business name, reporting period or reference number in the same form.
- Keep your collection link handyInclude an Upload Page in your email signature or embed it on your firm’s website.
- Guide clients through longer requestsGive each document its own upload area, or break an onboarding pack into clear steps.
Files ready for your team
Acme Studio - September - statement.pdf
Acme Studio - September - receipts.pdf
Choose naming and folder rules. Form answers organize each upload.
Monthly uploads or a year-end client list?
Use the same organized collection process for ongoing work and requests with deadlines.
UPLOAD PAGES
One link for monthly documents
Let clients return to your Upload Page whenever they have statements or receipts to send.
Explore Upload PagesWORKFLOWS
Track year-end requests
Send a personal link to each client, set deadlines and schedule reminders for outstanding requests.
Explore WorkflowsBoth support simple or guided forms and automatic file naming and folders.
FROM A FILE REQUEST PRO CUSTOMER
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.
Confidential documents, handled with care.
Files are encrypted in transit and at rest. A Data Processing Agreement is available to support your GDPR obligations.
Read our security commitmentsDocument collection for your accounting practice
Do clients need to create an account?
No. Clients open your upload link and send files from their browser. They don’t need an account with File Request Pro.
Can files go into separate client folders?
Yes. Connect your cloud drive and use form answers, such as client name and month, in your folder and file naming rules.
Can I request documents from several clients at once?
Use a Workflow to send each client a personal request link and track their response. Workflow request allowances vary by plan.
Can this support onboarding or a PBC list?
Yes. Add the questions and document upload areas you need, with separate steps for a longer collection.
Start the next month with organized client files.
Create one Upload Page for your practice. Add Workflows when you need to track specific clients.
Create your upload page15-day free trial · No credit card required
