Quick Start Guide
Create your first file request and start collecting documents in under 60 seconds.
Get up and running with FileChute in three steps. No credit card required.
Step 1: Create your account
Visit filechute.com/register and sign up with your email or Google account. You'll be taken straight to your dashboard.
Step 2: Create a file request
Click New Request from your dashboard. Give it a title (e.g., “2025 Tax Documents — Smith Family”), then build your checklist of documents you need:
- W-2 forms
- 1099 statements
- Mortgage interest statement (1098)
- Prior year tax return
You can also add descriptions for each item, set a due date, and organize items into sections.
Step 3: Share the link
Copy the unique upload link and send it to your client via email, text, or any messaging app. Your client can upload files directly — no account required, no login needed.
You'll receive an email notification each time a file is uploaded, and your dashboard shows real-time progress.
What happens next
- Track progress — See which items are uploaded, pending, or skipped at a glance.
- Download files — Download individual files or everything at once as a ZIP.
- Review & approve — Mark requests as reviewed or request re-uploads for specific items.
Tips for your first request
- Keep checklist items specific — “W-2 from current employer” is better than “tax forms.”
- Add descriptions to clarify what you need.
- Set a due date to create gentle urgency.
- Use sections to group related documents.
Ready to go? Create your free account and send your first request in under 60 seconds.