FileRequest sends a branded portal to every client on your list. They upload what you need. You download everything — organised, complete, and ready to work with. No more email threads. No more spreadsheets.
FileRequest bulk sends personalised document requests to your entire client list at once. Each client gets their own private portal with their name, their documents, and their due date. You get a dashboard showing who’s submitted and who hasn’t.
Automatic email and SMS reminders chase your clients on your behalf — on whatever schedule you set. The reminders stop the moment a client submits. You never have to write “just following up” again.
When a client submits, their files automatically sync to a structured folder in Google Drive — Your firm / Client name / Request title. No downloading, no renaming, no filing. It’s done.
Clients enter sensitive information like their tax file number into masked fields that hide the digits as they type. Secure, professional, and reassuring for clients handling sensitive data.
Upload your client CSV, map name and email fields, and send personalised requests to every client in one action. Each gets their own portal. You get one dashboard.
Set a reminder schedule once — 7 days before due, 3 days before, on the day. FileRequest fires them automatically and stops when the client submits.
Submitted files land in a structured Google Drive folder automatically. Your client folders stay organised without any manual filing.
Submitted documents will sync directly to the client’s XPM folder. Native integration — no Zapier required.
Every portal displays your firm name, logo, and colours. Your clients see your brand, not FileRequest’s. On Practice and Firm plans, FileRequest is completely invisible.
Looking for a comparison with other tools? See how FileRequest compares to ContentSnare, UseCollect, and FileInvite.
Add exactly the documents you need: group certificates, bank statements, PAYG summaries, rental statements, private health cover. Save it as a template and reuse it every year.
Upload your client list, choose your template, set the due date. FileRequest sends a personalised portal to every client in one click.
Your clients receive reminders until they submit. You stay out of it.
Every submission lands in your dashboard. Download by client, by file, or everything at once as a ZIP. Files sync to Google Drive automatically.
FileRequest can collect any file type your clients can upload — payslips, group certificates, bank statements, PAYG summaries, private health insurance statements, rental income records, SMSF annual reports, and more. You can also collect text responses such as tax file numbers, dates of birth, and ABNs through typed fields with appropriate masking for sensitive information.
Yes. FileRequest has native bulk sending on the Practice plan and above. Upload your client list as a CSV, map the name and email fields, and send personalised document request portals to your entire client list in one action. Each client receives their own private portal with their name and documents pre-specified.
Xero Practice Manager integration is on the FileRequest roadmap and coming soon. Google Drive and OneDrive integration is available now — submitted files automatically sync to a structured client folder without any manual filing.
Yes. FileRequest’s Solo plan is designed for individual practitioners. It includes unlimited requests, automatic email reminders, branded portals, and bulk file download. The Practice plan adds Google Drive sync, logo removal, and SMS reminders for growing firms.
FileRequest includes masked number fields that hide digits as clients type — similar to a password field. This gives clients confidence when entering sensitive information. All data is stored in Australia (Sydney, AWS ap-southeast-2) with encryption at rest and in transit.
Set up in under 10 minutes. Your first request out the door today.