Collect Documents from Clients Without Endless Follow-Ups
The simple way to request files, track submissions, and get exactly what you need on time.
Stop chasing email attachments
You send an email asking for documents. The client replies with two files, forgets three, and sends one via WhatsApp. You spend all week following up. There is a better way.
Why professionals use FileDrop
Stop chasing emails and broken links. Get a secure, professional portal for all your client documents.
- One secure upload link for all files
- No client accounts or login required
- Clients see exactly what documents are missing
- Automatic notifications when files are uploaded
How it works
Create a checklist
List the documents you need (e.g., ID Copy, Bank Statements, Forms).
Send one link
Your client gets a secure link to upload efficiently from any device.
Files arrive sorted
Documents are automatically named and tied to the client. No more sorting email attachments.
Built for professionals
Example: The Mortgage Application
Instead of 20 emails back and forth collecting payslips and bank statements, send one FileDrop link. The client sees a checklist. As they upload, items are ticked off. You see a progress bar. Zero confusion.
More than just cloud storage
Dropbox and Google Drive are for storing files. FileDrop is for requesting them. We track what's missing so you don't have to.
Start collecting documents today
FileDrop is currently available via early access. Create a free account and start collecting documents in minutes.