Frequently Asked Questions
Questions you may have about Filehere.
10 questions
Filehere is designed around the engagement workflow used by accounting firms. Instead of simply storing files in folders, firms create structured document request lists. Clients upload documents against specific requests, while the system tracks progress, reminders, approvals, and confirmations within each engagement.
Not at all. Filehere is designed to be intuitive and easy to use, even for clients with minimal technical experience. Once they access the engagement portal, they can clearly see what documents are required and upload them directly against each request.
No installation is required. Clients simply access the engagement portal through a secure web link using email OTP verification. Firms can easily manage client access, and clients never need to remember or reset passwords.
For each engagement, your firm creates a structured request list with defined due dates and automated email or WhatsApp reminder intervals. Clients upload documents directly against each request item, allowing your team to clearly track what has been submitted and what remains outstanding.
Yes. Filehere supports both email and WhatsApp reminders through simple integrations. Setup is straightforward and can typically be completed within a few minutes.
Yes. All document uploads, approvals, revisions, confirmations, and signatures are automatically recorded in the engagement activity log, providing a complete audit trail for reference.
Filehere uses encrypted communication, secure cloud infrastructure, and role-based access controls to ensure that only authorized users can access engagement documents and data.
Pricing is based on the number of active engagements your firm manages. Archived engagements are not billed.
An engagement is counted as active while it remains active in your workspace. For example, if you are managing audit, tax, and accounting work for a client within one engagement workspace, it counts as one active engagement regardless of the number of financial years or documents involved.
When an engagement is archived, it no longer counts toward your active engagement total and will not be billed. All documents and engagement records remain accessible for reference.