Stop Chasing Clients for Documents
Turn messy client requests into a structured workflow. Send, track, and collect documents and signatures - all in one place
Built for accounting, audit, tax, and secretarial teams.
Still Chasing Client Documents Across WhatsApp and Email ?
The Problem
WhatsApp, Email and Google Drive Were Never Designed for Accounting Work
These tools create friction, not clarity.
1
Documents scattered across WhatsApp, email and drive
2
No clear view of what's still pending
3
Constant manual follow-up
4
Multiple versions of the same file
5
No central place for signatures
6
No audit trail
FileHere Workflow
A Controlled Client Document Workflow
Every engagement follows a structured, trackable process — from request to approval.
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Create a workspace for each client
2
Send structured document requests
3
Client uploads directly to the portal
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Review, approve and reject instantly
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Automatically remind clients
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Track everything in one place
Spend less time chasing clients
Full visibility over all requests
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Built Around the Way You Actually Work.
FileHere is not a generic file-sharing platform. Every feature is structured around the real workflows of audit, accounting, and corporate secretarial engagements.
Purpose-built for professional service firms
Aligned With How Firms Operate
“Every role, every document, every engagement — handled the way your firm expects it.”
Professional client portal
Role-based access control
Document version tracking
Active and archived file management
E-signatures and client confirmations
WhatsApp and email integration
Secure Cloud Infrastructure
Data Encryption & Protection
Role-Based Access Control
Audit Trail & Activity Logging
Backup & Data Resilience
Ready to Operate Engagements
the Professional Way?
Join accounting firms that have structured their client document workflows with FileHere.