The website does not specify the exact costs for the Firm plan or higher tiers. This lack of transparency regarding pricing is concerning for budget-conscious professionals evaluating the service.
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5 Reviews
FileCollect offers a streamlined solution for professionals like accountants and lawyers who need to collect documents from clients. The system allows users to build checklists, send a single link, and receive files directly into their own Google Drive. Files are automatically named and organized, reducing the need for manual sorting. The platform sends automatic reminders to clients until the checklist is complete. Users can approve or reject files with a single click, sending a re-upload link if needed. Data security is addressed through TLS encryption and GDPR compliance. The app uses limited Google Drive access, ensuring it only manages its own folder. Files are not stored on FileCollect servers, allowing easy cancellation without data loss. The EU-hosted infrastructure adds another layer of security for sensitive client information.
The direct Google Drive integration is a strong feature for accountants and lawyers. It avoids storing files on their servers. However, the pricing details seem unclear from the available text. For a professional looking to streamline client document requests without complex storage fees, this appears to be a viable and efficient option.
FileCollect simplifies document collection for professionals. It uses Google Drive and sends reminders. The service seems adequate for small firms, though pricing details are not clearly stated on the website.
I really like how FileCollect handles client documents. It works perfectly for my small firm. The link system is super easy for clients to use on any device. Files go straight into my Google Drive, so I don't have to worry about them being stuck on another server. The automatic reminders are a lifesaver when chasing people for bank statements or IDs. I also appreciate that they don't store my data, which feels safer. The EU hosting is a nice touch. It is simple to start and doesn't require a credit card. Overall, it makes the whole process much less stressful.
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About FileCollect
FileCollect is a software tool designed for accountants, bookkeepers, brokers, and lawyers to collect documents from clients. It allows users to create a checklist of required and optional documents and send a single upload link to clients, who can submit files without creating an account. Uploaded files are automatically organized and stored in the user's own Google Drive, and the service sends automatic reminders to clients until all checklist items are completed. Files are not stored on FileCollect's own servers.
- Website
- filecollect.io
- [email protected]
- Founded
- 2026
- Categories
- Computer software
