The calm, simple way to collect documents, files and information from anyone.
Without a single follow up.
| Client | Request | Items | Status |
|---|---|---|---|
| Acme Corp | New Client Onboarding | 4/4 | Complete |
| James Mitchell | Mortgage Application | 2/5 | In Progress |
| Priya Sharma | Company Formation | 0/3 | Pending |
| Tom Bradley | Annual Audit Docs | 1/6 | Overdue |
Built for professionals in
FileRequest sends your requests, follows up automatically, and shows you exactly who’s sent what. You only get involved when everything’s in.
Create a request with exactly what you need — file uploads, text fields, dates and more. Use a template or start from scratch.
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 and SMS reminders chase them for you.
Every file, every response, collected and ready to download — all in one place.
No onboarding calls. No complex settings. Just send, collect, done.
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. The tool professionals reach for at tax time, audit season, or any high-volume collection period.
Configure automatic email and SMS reminders on your schedule — 3 days, 7 days, final notice. FileRequest sends them on your behalf, in your name, from your domain. You’ll never write “just following up” again.
When your clients submit, everything lands in one place — organised by client and request. Download a single file, a client’s entire submission, or everything at once as a ZIP. No more hunting through your inbox. No more downloading one by one.
Every portal, every email, every reminder — sent under your name with your logo and colours. On every plan. Your clients will never see the word “FileRequest.” On Practice and Firm plans, send from your own domain entirely: requests@yourfirm.com.
Tax return checklists. Mortgage application document packs. New client onboarding. Company formation requirements. FileRequest ships with industry-specific templates so your first request goes out in minutes, not hours.
At $79/month, FileRequest costs less than 20 minutes of your time. It gives back considerably more.
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 year, not by how much you use the product.
Additional users available at $15/user/month on all plans. Unique recipient count resets annually on your subscription anniversary. Storage overage charged at $0.05/GB/month.
Set up in under 10 minutes. Your first request out the door today.