Collect client files.
Keep them organized.
Give clients one branded upload link. Files arrive automatically named and organized in your cloud storage. No more digging through email.
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 link. Your branding. No client login.
Naming and folder rules use your clients’ answers.
Files are ready in the folders you already use.
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Two ways to collect. The same organized result.
If collecting client files is part of your routine, this was built for you.
Share one link. Receive files anytime.
Use it for: an upload link on your website for new clients. Explore Upload Pages → WORKFLOWSRequest files from specific people.
Use it for: following up with forty clients for year-end documents. Explore Workflows →Not sure? Start with an Upload Page. You can add a Workflow later.
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.
Organize by the fields that make sense for your business.
Reminders stop automatically once the files arrive.
Know who still
owes you files.
Send each client a personal upload link. Set deadlines, schedule reminders and see who has sent their documents, all in one place.
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, organized into client folders.
Explore accounting →Lending & mortgage
Gather borrower documents, bank statements and pay slips in one place.
Explore lending →Human resources
Collect candidate files 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
