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The Document Collection Software That Your Clients Will Actually Use

Ditch endless email trails, large attachments and not to mention the risk of a sensitive document accidentally ending up in the wrong hands.

Collect documents and files in a simple and secure way that your customer will actually understand without being tech experts.

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These companies have already simplified the way they collect documents from their customers

File Request Pro - Customer Logos

Collecting documents doesn't have to be a nightmare


Gathering content like documents and other critical information is typically a nightmare. The constant back-and-forth of following up via email is about as tedious as it gets.

Then, of course, documents will be lost in the never-ending email trail and some will never even arrive because of attachment size restrictions.

Wasting time trying to find, share and secure important documents as they fly around between you, your staff and clients is the last thing you need.

File Request Pro is a lightweight document collection software that lets your customers upload files in a simple, secure and organised way.

A document collection software that your customers will love

Create your portal in less than five minutes and share it. Your customers upload their files in your secure file drop page.

Keep files out of your inbox and automatically organised

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

Stop tracking down email attachments and keep your email inboxes clean. Personal documents in your inbox are a huge liability too.

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branded tool to collect documents and files

Offer a high-end experience to your clients

Presents a professional image to your clients and prospects. You can personalise the look and feel of your client portal and the communications sent to your clients. Add your logo, customise colour themes and choose your preferred language.

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

document collection software - Integrations

Works seamlessly with the tools you already use

File Request Pro is the perfect companion to the tools you use daily, and it helps you streamline your processes. You can connect File Request Pro to Google Drive, SharePoint, OneDrive or Dropbox.

You can also use our API to connect to Zapier and trigger multiple actions each time you collect a file.

Document collection for professional users

A document collection system to gathering files, documents and information from your customers, vendors, and partners.

  • ✅  100% White-label. When you share your file request page, your customers see your logo and branding.
  • ✅  Collect additional information while requesting files. With unlimited form fields you can build: client intake forms, contract review processes, and anything involving information and document collection.
  • ✅  Deploy your upload portal on any website or use File Request Pro’s built-in upload pages.

Testimonials

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.

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14 Days Trial - No Credit Card Required