No More Filing
FileThis Pro is a fully automated document collection service that gathers your client’s online statements, invoices, receipts, bills, and tax documents from their online accounts and stores them in one central location for secure access. FileThis automates time consuming parts of your daily job!
More Happy Clients
FileThis Pro saves you and your clients hours every week by checking for new online documents from their online accounts. FileThis is like a personal assistant that fetches all your documents on a reliable schedule. Now you can help getting your clients organized in minutes and getting your work done.
Find what matters!
FileThis Pro stores bills, statements, and other files as searchable PDF files and names them clearly by institution, account number, and date. This makes it easy to track back over the early part of the year for deductible expenses or other transactions. Spend less time on managing paperwork. Let FileThis do it for you.
FileThis Pro – Winner of the 12th Tax & Accounting Technology Award 2015
“Successful business leaders and their accounting professionals are increasingly turning to cloud-based solutions to help achieve greater productivity and profitability, both more necessary than ever in today's competitive environment. The winners of the 12th annual Tax & Accounting Technology Innovation Awards, all cloud-based solutions, are examples of this new reality of on-demand information and business agility.” – Isaac M. O'Bannon, CPA Practice Advisor
“Most often, it’s not the giant changes in technology that have a major impact on practitioners. In fact, more often, it’s the smaller, thoughtful advances that are the game changers…and FileThis is a game changer. This unique technology, designed for accounting professionals, solves a major pain point because it automates the time-consuming, manual process of collecting financial documents from clients. This adds up to major time savings, and that is always a big deal to practitioners.” – Darren Root, CPA, CITP, CGMA, and CEO of RootWorks LLC.
Invite and connect
Invite your clients to FileThis. With FileThis they get a digital file cabinet that lets them connect all their financial and household accounts. We support over 450 institutions in the US!
You relax – we fetch
FileThis goes out and automatically fetches online statements. The first time a client connects an account, we collect up to three years worth of documents – and every new document that becomes available in the future.
Where do you want it?
By default FileThis delivers all documents to the secure FileThis Cloud. But you can also decide if your client's documents should rather go to Box, Dropbox, Google Drive, or soon SmartVault. You name it!
FileThis Pro supports your workflow. Whether you are using a client portal like SmartVault or cloud based solutions like Cloud9, Xero, or QuickBooks to manage your client documents doesn't matter to us. FileThis Pro simply provides an automated way to collect client documents instead of receiving them via email, snail mail, fax, or not at all because your client can't find them.
Your team uses the modern FileThis Pro Administration Console to manage their clients: Here they can invite clients to FileThis, see connected client accounts, access shared documents, and communicate directly with their clients. Don't have a big team? No worries, we have a plan for everyone: From sole proprietors to mid-sized and large firms.
We’ve adopted the same security standards used by FDIC-insured banks. This includes encrypting documents with the 256-bit AES standard, encrypting connections with 256-bit SSL, and locating our servers in physically patrolled data facilities in the U.S.
Named by TIME Magazine as one of the “50 Best Websites of 2014” and a Macworld “Best of Show 2012” winner, FileThis is an award winning service that safely fetches and organizes important documents, including bills, bank statements, medical records, insurance policies, and more, eliminating paper waste and the need for a filing cabinet.