FileThis Client Portal Helps Accountants, CPAs and Bookkeepers to Dramatically Reduce Time and Effort with Gathering and Receiving Client Documents

Cloud-Based Client Portal for Accountants, CPAs, and Bookkeepers Automatically Fetches and Delivers Relevant Client Documents – Including Bank Statements, Payroll Information, W2s, 1099s.


MILL VALLEY, Calif. – September 11, 2014 – Award-winning FileThis, the digital mailbox and fetching service, is excited to announce the availability of FileThis Document and Client Portal for Professional Services, aimed at streamlining the gathering, organizing and sharing of financial documents from clients for time-crunched accountants, CPAs, bookkeepers, and other busy tax and finance professionals.

The customizable service offers professional services a revolutionary new way to help their clients with organizing their tax and financial documents. Clients using FileThis enjoy a fully automated and branded service that fetches their bank statements, bills, and tax related documents, like W2s from hundreds of financial institutions including banks, brokerages, retirement funds, wealth management services and payroll providers and organizes them in an easy-to-use digital filing cabinet.

FileThis Document and Client Portal lets tax and finance pros access shared client documents through an easy-to-use administrative web console at the moment they are ready. Now, tax and finance managers can obtain multiple client statements and bills at once, pre-schedule their work and load levels, and know when monthly or end-of-year documents will arrive.

“For decades, the accounting world has been plagued by the paper chase, which often ate up valuable hours of their day. Now, FileThis Professional Services brings much needed automation to the industry to help increase productivity, cut down on stacks of papers, and keep offices and clients organized,” said Brian Berson, co-founder and CEO of FileThis. “Because of FileThis Pro Service’s fetching and auto-delivery of source documents, professionals and clients can be sure that necessary documents are available and reviewed on time.”


“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,” said Darren Root, CPA, CITP, CGMA, and CEO of RootWorks LLC.

The FileThis Client Portal for Accountants, Bookkeepers, and Tax Pros is available now and offers multiple plans to allow small, medium and large businesses to take advantage of its automated document fetching and filing solution. More information about FileThis Document Portal for Professional Services can be found at

About FileThis:
Named by TIME Magazine as one of the “50 Best Websites of 2014” and a Macworld “Best of Show 2012” winner, FileThis is the easy-to-use portal 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. FileThis utilizes bank-level security practices, including encryption, auditing, logging, and back-ups, and is backed by the Verisign security seal and the McAfee Secure badge. For more information visit