Built for solo and small accounting firms
Get client documents on time with one secure link
Use one branded checklist, automated reminders, and live progress tracking to stop email chasing.
Before
Chasing documents across email threads
After
One link, clear checklist, done
Free plan: 10 requests/month · Launch in minutes · No credit card required
How it works
From request to received
Four steps. No training required. No onboarding calls.
Create
List the exact documents you need — and request e-signatures — from a template or from scratch.
+ Add item
Share
Send a branded upload link. No app or account needed.
Collect
Clients drag-and-drop files. No account needed.
Get notified
Receive an email or SMS the moment a file arrives.
Sarah Johnson
uploaded “W-2 form”
Just now
Integrations
Works with the tools you already use
Connect FileChute to your accounting software, e-signature providers, and cloud storage to keep your workflow seamless.
Import clients from QuickBooks or Xero. Collect signed documents via DocuSign, HelloSign, or PandaDoc. Secure billing through Stripe.
Features
Built for accounting firms that collect client documents
Document checklist
Recipients see exactly which files you need. Green for received, red for missing.
Custom branding
Your logo, your colors. Clients see your professional portal.
Auto-reminders
Branded reminder emails for missing documents. No manual follow-up.
SMS notifications
Instant text alerts when clients upload files. Never miss a document again.
E-signature integrations
Connect DocuSign, HelloSign, or PandaDoc. Collect signed documents alongside uploads.
Activity & audit trail
Full log of every upload, download, reminder, and action. Export to CSV for compliance.
Secure by default
Row-level security. Files upload directly to encrypted storage.
Tax-ready templates
1040, 1065, 1120-S, bookkeeping onboarding, and more. Start collecting in 60 seconds.
QuickBooks & Xero sync
Import your client list directly. File requests stay connected to your workflow.
Your dashboard
Every client, every document, one view
File requests
4 active requests this season
Sarah Johnson
Complete1040 Individual Tax Return · 4/4 received
Mike & Lisa Chen
In progress1040 Joint Return · 3/5 received
Greenfield LLC
Pending1120-S S-Corp Return · 0/6 received
Rivera Family Trust
In progress1041 Estate & Trust Return · 2/5 received
Real-time status tracking
See which clients have uploaded and who still needs a nudge
Template-driven workflows
12 pre-built accounting templates so every request is consistent
Multi-client at a glance
Track 85+ clients in one view during tax season
For accounting firms
How FileChute compares to practice management tools
Practice management suites bundle document collection as an afterthought. FileChute does one thing and does it better.
| TaxDomefrom $50/mo | SmartVault$30/user/mo | Canopyfrom $40/mo | FileChute$49/mo flat | |
|---|---|---|---|---|
| No client login required | ||||
| Setup in under 2 minutes | ||||
| Per-document checklist tracking | ||||
| Branded upload portal | ||||
| Auto-reminder emails | ||||
| SMS upload notifications | ||||
| E-signature integrations | ||||
| Activity & audit trail | ||||
| QuickBooks / Xero sync | ||||
| No per-seat pricing | ||||
| Free tier available |
Competitor pricing and features based on publicly available information as of February 2026.
Pricing
Start free, scale as you grow
No credit card required for Free. Cancel anytime. Secure billing runs through Stripe.
Files are encrypted in transit and at rest. See our Security, Privacy Policy, and Terms.
Why FileChute exists
Built from real experience chasing client documents
“I spent years watching accounting firms lose hours every week to the same problem: chasing clients for documents over email. The replies trickle in across threads, attachments get lost, and nobody knows what’s still missing. I built FileChute because I needed it myself — one link, one checklist, and the follow-ups happen automatically.”
Every feature in FileChute exists because it solves a real problem that accountants face during tax season, monthly closes, and client onboarding. No bloat, no feature creep — just the tools that actually save you time.
FAQ
Common questions before you start
What is FileChute?
FileChute is a branded file request portal. You create a checklist, share one upload link, and track what has been received in one place.
How much does FileChute cost?
The Free plan includes up to 10 file requests per month. Pro is $49/month per user for unlimited requests, custom branding, auto-reminders, and 50 GB storage.
Do clients need an account to upload?
No account is required. Recipients open the link and upload files directly from their browser on desktop or mobile, including uploading photos from their phone camera.
How is this different from Google Drive or Dropbox?
FileChute is built for requesting specific client documents with checklist status, reminders, and a branded upload experience, not generic file storage.
Can I send one request to multiple clients?
Yes. Add multiple client emails when creating a request and FileChute generates a separate upload link for each. The dashboard tracks every recipient individually.
How are uploaded files protected?
Files are encrypted in transit (TLS) and at rest (AES-256). Access is tenant-isolated with row-level security, so each firm’s data stays separated.
Can I brand the upload page with my firm’s logo?
Yes. On the Pro plan you can add your firm’s logo, brand colors, and remove FileChute branding entirely. Clients see your professional portal.
How does FileChute compare to TaxDome, SmartVault, or Canopy?
Those are full practice management suites with document collection bolted on. FileChute focuses entirely on the document collection workflow: no client login required, setup in under 2 minutes, and a simple $49/mo per-user plan. If you need CRM, billing, and workflow management in one tool, a suite may be better. If you want the fastest, simplest way to collect client documents, FileChute is purpose-built for that.
Does the upload page work on mobile?
Absolutely. Clients can upload files from any device — phone, tablet, or desktop. Camera-to-upload works for capturing forms, statements, and receipts on the go.
Your first file request in 60 seconds
Free forever. No credit card. No setup. Just create a checklist, share a link, and let FileChute handle the rest.
By creating an account, you agree to our Terms and Privacy Policy.