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Client portal for accountants, that will clients will love.

Collect files from clients with a fully branded, secure portals for accountants.

Let your clients upload documents to you in a simple, secure and organized way without having to learn a new software.

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A simple, easy to use client portal software for accountants.

File Request Pro is a lightweight client portal software that lets everyone upload documents to you in a simple, secure and organized way. You can get started immediately, and there is no learning curve for contributors.

Client document portals are complex to understand and usually offer 1000s of features. We strip down everything to the most essential feature: Receive documents from your customers.

No account for your users, no auto reminders, no automatic invite emails, no need to train your users to use another software. All your customers need to do is visit your upload page, fill your form and drop the files in there. Uploaded files and information is push to your Google Drive, SharePoint or Dropbox account.

Collecting the document you need, as simple as it gets.

Create an upload portal in less than five minutes and share it with your customers. They don't need any credentials or special software to use it.

No documents in email

Move your document collection out of the inbox to a safe and secure platform and protect your reputation and your customers data.

All the uploaded files go straight to your client’s folder in your cloud storage. Save hours organizing and searching for files.

File request software for accountants
Branded file drop

Custom Branded and 100% White-Label upload portal

Upload your logo and custom color scheme, providing a consistent look and feel for customers and business partners. Customize all email notifications sent to your Clients & use your URL for your file requests.

Easily invite your customers and prospects to upload documents without requiring them to download a program or register for yet another service.

secure client portal for accountants

Secure & Simple File Requests

Client DO NOT need to log in, so the friction is minimal. It’s a simple process that requires just a few clicks & you are notified when the files are uploaded.

You can connect File Request Pro to Google Drive, SharePoint, OneDrive or Dropbox so all your uploads are automatically synched to your drive.

A lightweight accounting client portal software

Create a secure file upload portal in minutes. Receive, organize, and collect files securely. Your portal can be completely branded and your uploads synch with the services you already use.

Works with Google Drive, OneDrive, Dropbox & SharePoint

Supports all type of folders: Private, Shared and Shared Drives.

Customize Your Portal

Make your portal your own with your company logo and brand colors. Present a more polished, professional look to clients and customers.

Without Login or Users

As simple as, sharing a link to your portal. No need for users, passwords, etc. Your clients don't need to learn a new software or be a technical wizard.

Easy Uploading

Client portal for accountants allows you to upload multiple files at once, directly into your browser, via simple drag-and-drop.

Form Builder — Capture user data

Easily capture information along with the files using our “form builder” tool. Get the capture data using a TXT file, export to excel, or in your inbox.

Web hook Integration & Zapier

Integrate your accounting client portal software with your workflows. With web hooks and Zapier you can send your data to 1000s of other apps.

Simple, Secure Client Portal for Accountants

Give your customers the ultimate experience, impress your customers and get repeat business.

  • ✅  File Request Pro pulls sensitive documents out of your inbox, ensuring your clients' personal information is stored in a safe, secure place.
  • ✅  A sleek client portal makes a great first impression with clients. No need for them to login, learn a new software. A super simple experience.
  • ✅  Cost Effective. With straightforward pricing, no long-term contract lockups, and a free 14-day trial, File Request Pro is the easiest way to create a client portal for accountants.

Give your customers the ultimate experience. File Request Pro has been created for the sole purpose of helping professional businesses collect documents from their customers. Create your accounting client portal now.

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14 Days Trial — No Credit Card Required