Infile

A document collection platform that sends secure upload links, automates reminders, and tracks submissions to solve the problem of chasing clients for tax documents and other files. It sells to CPAs, bookkeepers, lawyers, and professional services firms of all sizes, from small practices to larger firms. The service is delivered as a SaaS with flat monthly pricing, no per-user fees, and no client login required.

Key features

• Custom document request templates
• AI template builder
• Secure client portal
• Automated reminders
• Bulk requests
• Analytics and insights
• Encrypted uploads
• Export as ZIP or PDF