UPLOAD PAGES

One upload link.
Files in the right folders.

Give clients a branded place to send files whenever they need to. Their uploads arrive automatically named and organized in the cloud storage your team already uses.

Create your upload page

15-day free trial · No credit card required

From client upload to organized files.

Interactive example · Sample files only

Your Upload Page · One reusable link
N NORTHLINE BOOKKEEPING

Send your monthly documents

Upload your invoices and receipts. We’ll take it from here.

Business nameAcme Studio
invoice.pdf & receipts.pdf2 sample files ready to send

No account needed for your clients.

Your connected cloud storage

A place for every upload

Clients / Acme Studio / 2026
September

Acme Studio - September - invoice.pdf

Acme Studio - September - receipts.pdf

Choose naming and folder rules once. Each client’s answers do the organizing.

Try a different month to see where those files go.

Works with Google Drive, OneDrive, SharePoint and Dropbox.

Build your page. See what clients see.

Arrange your questions and upload fields with a live preview alongside your changes.

Current Upload Page editor showing business name, email and file upload fields beside the live client preview.
Upload Page editor · Sample data View full-size screenshot

Set it up once. Keep using it.

Choose the details you need, connect your storage and share your link.

One link you can keep sharing

Put it in your email signature or embed the page on your website. Clients have a familiar place to send their next set of documents.

Branding and embedding

Collect the details alongside the files

Ask for a client name, project or month alongside uploads. Keep it short, or guide clients through a longer collection in clear steps.

Forms and questions

Skip the sorting afterward

Use those answers to name files and create subfolders automatically. Your team gets the documents where they expect to find them.

File naming and folders

WHEN TO USE AN UPLOAD PAGE

One link for ongoing
file collection.

Use an Upload Page when you want a collection link people can return to, or when you don’t know everyone who will need it in advance.

  • Monthly bookkeepingA familiar link for clients to send receipts and invoices.
  • New client documentsAn upload page on your accounting or lending website.
  • Project filesOne place for clients to send copy, images and other assets.

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.
Patrick NolanMortgage Banker

Easy for clients. Built for confidential files.

No client account required. Files are encrypted in transit and at rest.

Explore security and activity records

NEED TO FOLLOW UP WITH SPECIFIC CLIENTS?

That’s where Workflows come in.

Send personal request links, set deadlines and track who still needs to respond. Keep the same automatic file organization.

Explore Workflows

Your next client upload,
already in the right folder.

Create your upload page

15-day free trial · No credit card required

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