FileChute is a file request platform built for professionals who collect documents from clients - accountants, mortgage brokers, lawyers, and insurance agents. Think of it as the Calendly of file requests: create a request, share a link, and clients upload their documents without needing to create an account.
Key Features:
- Checklist-based requests: specify each document individually. Clients see exactly what's needed and what they've already submitted. Items can be marked N/A or skipped.
- No client login required: clients upload directly via a secure link. No accounts, no friction.
- Custom branding: upload pages carry your firm's name and logo, not FileChute's.
- Automated reminders: set-and-forget follow-ups until all documents are received.
- Pre-built templates: accounting, mortgage, legal, and insurance templates to get started in under 2 minutes.
- Client portal: a persistent, branded space where clients can view all active requests.
- Team & organization support: multiple team members, shared templates, and org-level client directory.
- Integrations: QuickBooks Online sync, Xero sync, DocuSign e-signatures, webhooks, and a REST API (Pro).
- Security: TOTP 2FA, IP whitelisting, custom session controls, password-protected requests, HMAC-signed webhooks, BAA and DPA available.
Plans:
Free - 10 requests/month, 2GB storage
Pro - $49/month flat, unlimited requests, 50GB storage, custom branding, reminders, integrations, and API access. All team members included.