14-day free trial - no credit card required

Collect client documents one link, zero chaos

Replace email attachments and shared folders with a purpose-built document collection tool. Create a branded checklist, share one link, and track uploads in real time. No client login required.

$29/month after trial · Cancel anytime

60-second setupNo client login requiredAuto-reminder emails$29/mo - Unlimited requests

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

W-2 or 1099 forms
Expense receipts
Prior year return
Engagement lettere-sign
+ Add item

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

Live Activity
Live
CreatedQ1 Tax Prep — Sarah Johnson31s ago
SentLink sent to sarah@email.com24s ago
OpenedSarah Johnson opened the link18s ago
UploadedW-2_Form.pdf — Sarah Johnson12s ago
RemindedAuto-reminder sent to Mike Chen8s ago
Uploaded1099-NEC.pdf — Sarah Johnson5s ago
OpenedMike Chen opened the link2s ago
UploadedBank_Statement.pdf — Mike ChenJust now

Benefits

Why professionals choose FileChute

Setup in under 2 minutes

No IT department needed. Create your first request and share it today.

Bank-grade security

AES-256 encryption at rest, TLS in transit, and row-level data isolation.

Automatic reminders

Stop manually following up. FileChute sends reminders until every item is uploaded.

No client login required

Clients open the link and drag-and-drop files. No account, no app, no friction.

Works on any device

Desktop, tablet, or phone. Clients can even snap photos of receipts and upload directly.

Multi-client dashboard

Track every request in one view. See who has uploaded and who still needs a nudge.

60 seconds

To create and send your first request

Zero

Client accounts, logins, or app downloads

$29/mo flat

Unlimited requests - no per-seat fees

Features

Everything you need for client document intake

FileChute replaces shared folders, email threads, and portal logins with one simple link per client.

Per-document checklist with status tracking
Branded upload portal with your logo
No client login or app required
Auto-reminder emails for missing docs
Real-time upload notifications
QuickBooks & Xero client import
E-signature via DocuSign
Activity log and audit trail
AES-256 encryption at rest
Bulk request creation

Frequently asked questions

Do my clients need to create an account?

No. Clients click the link you send them and upload files directly from their browser - desktop or mobile. No account, no app download, no login.

How long does it take to set up?

Under two minutes. Create a checklist, add your client's email, and send. You can use a pre-built template or build from scratch.

Is there a free plan?

Yes. The Free plan includes 10 file requests per month with full checklist functionality. Pro is $29/month with unlimited requests, custom branding, auto-reminders, and 50GB storage.

How are files protected?

Files are encrypted in transit (TLS) and at rest (AES-256). Each account is isolated with row-level security. We never share or access your data.

How is this different from Dropbox or Google Drive?

Dropbox and Google Drive are generic file storage. FileChute is purpose-built for requesting specific documents with checklists, per-item tracking, branded upload pages, and automatic reminders.

Ready to stop chasing documents?

Start your 14-day free trial. No credit card required. Cancel anytime.