FileBuoy

Client File Request, Document Collection Tool, auto reminder

2 followers

Client File Request, Document Collection Tool, auto reminder

2 followers

FileBuoy helps accountants and bookkeepers request, collect, and track client documents with secure upload links, automatic reminders, and no messy email threads.

Free Options

Launch tags:Email•Productivity•SaaS

Launch Team

LightfieldAI-native CRM that builds itself and does work for you

Promoted

Maker

📌

I built FileBuoy because chasing clients for missing documents often turns into messy email threads, repeated follow-ups, and unclear status tracking. The goal is simple: send a secure upload link, let clients upload files without creating an account, track what is still missing, and use reminders to reduce manual follow-up. I’m starting with accountants and bookkeepers because document collection is such a common bottleneck during cleanup, catch-up, and tax-season work. Would love feedback from anyone who regularly has to request files from clients.

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3mo ago

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