A Structured Platform for Client Document Management
Filehere provides accounting firms with a controlled workflow for managing client documents, PBC requests, and engagement communication — replacing scattered email threads and unstructured file sharing with a single organized workspace.
01
Engagement Workspaces for Every Client
Organize work by engagement so documents and requests never get mixed across services.
Each client gets separate engagement workspaces (Audit / Accounting / Secretarial / Tax)
Independent folders, requests, versions and audit trails per engagement
Clear engagement boundaries across services
02
Unified Portal with Role-Based Access Control
Firm users and clients access the same platform with controlled permissions and visibility.
Restrict document visibility and download rights where required
Clients upload documents directly against specific request items
Client contact directory with key personnel roles details
Important client notes maintained in a centralized workspace for continuity
03
Structured PBC Requests & Due Dates
Create structured document request lists with clear deadlines so your team always knows what is outstanding.
Status tracking per request (Outstanding / Submitted / Approved / Rejected)
Due date monitoring with overdue visibility
Clear engagement dashboard for managers to track request progress
04
Templates & Automated Reminders
Standardize request lists and reduce manual follow-ups through automation.
Automatically generate request lists when a new engagement is created
Email reminders sent to clients via your firm's email (SMTP integration)
WhatsApp reminders sent to clients via your firm's number (Meta Business integration)
05
Document Confirmation & E-Signatures
Request confirmations and e-signs within the engagement workflow.
Confirmation requests linked directly to engagement records
Signature status tracking with full audit trail
Complete activity log of uploads, approvals, and document actions
06
Secure Long-Term Document Storage
Maintain engagement records across multiple years with reliable cloud storage infrastructure.
Long-term document retention for engagement history
Redundant storage across multiple availability zones
Designed for resilience, continuity, and compliance
Built on a secure foundation
Read more about our security features — encrypted storage, role-based access, and audit trails — to give you complete peace of mind.
Learn about security