Built for tax season · accountants & bookkeepers
Stop chasing clients for documents.
One link, automatic polite reminders, everything in one folder. Clients upload with no login — on their phone.
No card required. Signup in under 2 minutes.
FilesDue is not designed for protected health information (PHI) or HIPAA-covered use. Do not upload medical records.
Client checklist
- ✓W-2 formsUploaded
- ✓1099 formsUploaded
- ✓Prior-year returnUploaded
- Photo IDWaiting
- Bank statementsWaiting
Automatic reminders on day 2, 5, 9, then weekly — listing only what’s missing. Pausable anytime.
Download one organized ZIP — folder per item, files renamed cleanly.
How it works
1. Create a request
Pick a template (1040, bookkeeping, legal intake…) or custom items. Add a due date and note.
2. Send one link
Client opens a mobile-friendly page — no account. Upload per item or mark N/A with a note.
3. Reminders + ZIP
We nudge politely until it’s done. You get notified, then download one tidy ZIP.
Simpler and cheaper than the big tools
Content Snare and File Request Pro are solid — and often $35–$100+/mo. FilesDue is $15–$29/mo with a faster signup and accountant-first templates.
Factual comparison