Frequently Asked Questions
Questions you may have about FileHere.
13 questions
FileHere is a document collection and client request platform built for accounting, audit, tax, and secretarial teams. It helps firms send structured document requests, collect uploads, track progress, manage confirmations, and keep client records in one place.
Google Drive and Dropbox are mainly file storage tools. FileHere is built around client document collection workflows. Your firm can create structured request lists, track what is pending, send reminders, collect confirmations, review uploads, and keep an audit trail.
No. FileHere is designed to be simple for clients. Clients can access a secure portal, view what documents are required, upload files, and respond to requests without needing technical knowledge.
No. FileHere works through a web browser, so clients do not need to install any software. Clients can access the portal using secure email OTP verification, so they do not need to remember a password.
Your firm creates a structured request list for each client or financial year. Clients upload documents directly against each request item, while your team tracks what has been submitted, what is pending, and what needs review.
Yes. FileHere can send automated email reminders to clients based on your request settings. By default, reminders are sent from notifications@filehere.com. Your firm can also track reminder activity, including email read receipts where available.
Yes. With custom email integration, your firm can send notifications using your own business email. With WhatsApp integration, your firm can send client notifications using your own WhatsApp number.
Yes. FileHere supports e-signatures and client confirmations. Each signature is encrypted and includes supporting metadata such as the signatory name, date, time, IP address, and mobile device model.
Yes. FileHere records key actions such as document uploads, revisions, approvals, rejections, confirmations, reminders, signatures, and user activity. This helps your firm maintain a clear activity history.
FileHere uses secure cloud infrastructure, encrypted communication, access control, activity logging, and encrypted e-signature records to help protect confidential client documents and records.
Pricing is based on the plan your firm chooses, including the number of client profiles, team users, and client users included in that plan.
A client profile represents one client company, business, or entity managed inside FileHere. Each client profile can contain document requests, files, confirmations, records, and multiple financial years.
Yes. FileHere has a free tier, so you can start using it immediately. No credit card is needed.