FileReq is.
Send a link. Receive everything you need.
Every document request turns into a thread. Then a follow-up. Then another. Then a spreadsheet to track who's sent what. It's not your job — but somehow it takes up half your day.
Create a request with exactly what you need — file uploads, text fields, dates and more.
Your client receives a personalised email with a link to their portal. No login, no app, no confusion.
Your client completes their portal at their own pace. If anything is outstanding, automatic email reminders chase them for you.
Every file, every response, collected and ready to download — all in one place.
No onboarding calls. No complex setup. Everything your business needs, nothing it doesn’t.
File uploads, text responses, dates, yes/no confirmations — build the exact request your workflow requires. Add notes per item so your client knows exactly what’s needed. No ambiguity. No back-and-forth.
Upload a CSV, map your fields, and send personalised requests to your entire client list at once. Each client gets their own private portal — personalised to them, branded to you. Built for tax time, audit season, or any period where one-by-one simply doesn’t cut it.
Configure automatic email reminders on your schedule — 3 days, 7 days, final notice. FileReq sends them on your behalf, in your name, from your domain. You’ll never write “just following up” again.

Everything lands organised by client and request. Download a single file, a full submission, or everything at once as a ZIP. Need only the PDFs from a selection? Filter by file type and download exactly what you need — no digging through folders, no renaming, no wasted clicks.

Every portal, every email, every reminder goes out under your name with your logo and colours. On every plan. On Practice and Enterprise plans, remove FileReq branding entirely — your clients will never know what’s running behind the scenes. Send from your own domain too: requests@yourfirm.com.

Track progress, spot overdue items, and download everything — without digging through email.
All plans include unlimited requests — send as many as your work demands, without watching a counter. You’re billed by the number of unique clients you work with each month, not by how much you use the product.
Set up in under 10 minutes. Your first request out the door today.