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About
FileChute is a document request and upload portal designed to help accounting firms collect client files without back-and-forth email threads. Instead of requesting attachments across multiple messages, firms create a checklist of required items (such as W-2s, receipts, prior-year returns, or engagement letters), then share a single branded upload link with each recipient. Clients can upload from any device without creating an account, and the firm can track progress per document in real time. FileChute sends email notifications when files arrive and can automatically remind clients about missing items. The product also supports integrations to keep workflows connected, including accounting/CRM imports (QuickBooks, Xero, HubSpot, FreshBooks), e-signature providers (DocuSign, HelloSign, PandaDoc), and cloud storage options (Dropbox, Google Drive). Security details mentioned include TLS in transit, AES-256 at rest, and tenant data isolation.
Problem & solution
Problem
Client document collection via email is slow, messy, and hard to track.
Solution
Branded upload links with checklists, tracking, and auto-reminders.
Who it's for
Accounting firms collecting tax, bookkeeping, and onboarding documents.
Main features
- Branded upload link
- Document checklist tracking
- Auto-reminder emails
- Real-time notifications
- Audit/activity trail
Use cases
- Tax season document intake
- Bookkeeping client onboarding
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