14-day free trial - no credit card required
Stop chasing clients for documents
Accountants waste 25+ hours every tax season chasing W-2s and 1099s over email. FileChute gives you one branded link per client - they see exactly what to upload, you get notified when it arrives.
How it works
Three steps. Two minutes.
No training required. No onboarding calls. Just results.
Step 1
Create
List the exact documents you need – and request e-signatures – from a template or from scratch.
New request
See it in action
Watch documents roll in
No more email threads. No more follow-ups. Create a request, share the link, and watch your dashboard light up as clients upload files in real time.
Real-time notifications
Email alerts the moment a file arrives
Automatic reminders
Clients get gentle nudges so you don’t have to chase
For accountants
Built for the way accountants actually work
Pre-built templates, automatic follow-ups, and your firm's branding on every upload page.
Tax-ready checklists
Pre-built templates for 1040, 1065, 1120-S, and more. Add or remove items in seconds.
Auto-reminders that work
Clients get automatic follow-ups until every document is uploaded. You never send a reminder email again.
Your firm's branding
Clients see your logo, your colors, and your name. Not ours.
Features
Everything you need for client document intake
FileChute replaces shared folders, email threads, and portal logins with one simple link per client.
25+ hours
Saved per tax season on document follow-up
60 seconds
To create and send a tax packet request
$29/mo
Flat pricing - no per-seat fees
Compare
FileChute vs. practice management suites
TaxDome, SmartVault, and Canopy bundle document collection as an afterthought. FileChute does one thing and does it better.
2-minute setup
No onboarding calls. No IT tickets. Create your first request today.
Zero client friction
Clients click one link and drag-and-drop. No portal login, no app download.
$29/mo flat
One price. No per-seat fees, no modules to unlock, no surprises.
QuickBooks & Xero sync
Import your client list directly. No manual data entry.
Common questions from accountants
Can I use templates for different tax return types?
Yes. FileChute includes pre-built templates for 1040, 1065, 1120-S, bookkeeping onboarding, and more. You can also create custom templates from scratch.
Does it integrate with QuickBooks or Xero?
Yes. Import your client list directly from QuickBooks or Xero. File requests stay connected to your workflow with no manual data entry.
Do my clients need to create an account?
No. Clients open the link and upload files directly from any device. No portal login, no app download, no friction.
How does FileChute compare to TaxDome or SmartVault?
TaxDome and SmartVault are full practice management suites with document collection bolted on. FileChute focuses entirely on the document collection workflow at $29/mo flat - no per-seat fees, no onboarding calls.
Can I manage multiple clients at once?
Yes. Your dashboard shows every active request in one view - who has uploaded, who is missing documents, and who needs a reminder. Bulk-create requests for an entire client list.