Try a sample request
This is what your client sees, next to what you see. Try uploading or marking an item N/A and watch your side update. No sign-up needed.
Sample only. Files you pick stay in your browser. Only the file name is shown. Nothing is uploaded or emailed.
Your client's view
One link, no account, works on a phone.
Sample Tax & Bookkeeping needs a few documents
Hi Jordan Sample. Upload each item below. No account needed.
Overdue · 3 days past due (example data)
W-2 forms
All employers for the tax year
1 file(s) added
● Uploaded1099 forms
1099-NEC, 1099-INT, 1099-DIV, 1099-B
1 file(s) added
● UploadedPrior-year tax return
● OverduePhoto ID
Driver's license or passport
● OverdueBank / brokerage statements
● Overdue1098 mortgage interest (optional)
Marked N/A: No mortgage
● Not needed
Your view
Status updates as the client works.
Illustrative preview · your view
Jordan Sample · 2025 tax documents
- Sent
- 14 days ago
- Due
- 3 days overdue (example)
- Received
- 3 of 6 items
- ● Uploaded
W-2 forms
w2_employer.pdf
- ● Uploaded
1099 forms
1099-int_bank.pdf
- ● Overdue
Prior-year tax return
- ● Overdue
Photo ID
- ● Overdue
Bank / brokerage statements
- ● Not needed
1098 mortgage interest (optional)
Client note: No mortgage
Reminders
Next reminder in 2 days (day 16), listing 3 missing items
Illustrative preview. Not for medical records or PHI.
What happens with a real request
- You pick a template, edit the checklist, and enter the client's name and email.
- FilesDue emails the client one link. They don't need an account.
- Reminders go out on a set plan. They stop when every required item is in, or when you pause them.
- You download each file, or everything as one ZIP.
Not for medical records. Don't ask for or upload lab results, health claims, or other health data. FilesDue is not built for protected health information (PHI) or HIPAA use.
14-day trial. Card required. Cancel from Billing before day 14 and you won't be charged.