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Collect client documents without the email chase. Send one branded link with a per-item checklist, auto-reminders, and no client login required.
Instead of emailing back and forth asking for missing documents, you create a file request with a checklist of exactly what you need, share one branded link, and your client uploads directly — no account, no password, no app download required.
FileChuteCollect client documents without the email chase.
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We spent years working alongside accounting firms and watching the same painful cycle play out every tax season: send an email asking for documents, wait days for a reply, follow up, get half the files in the wrong format, then start over. The actual work was never the problem - it was the endless back-and-forth of getting the right files from the right people. We tried everything. Shared...
FileChuteCollect client documents without the email chase.