FileThis Cloud: The easiest way to access and process your clients documents
FileThis Pro automatically delivers documents to the secure FileThis Cloud. An easy to use document cloud with bank-level security for your and your client. Access FileThis Cloud and your client's documents with your FileThis Pro account.
All documents are automatically available. No upload, no manual filing. They are neatly organized by clients, institution, account and date. Select, download, or drag and drop them individually or as a batch for further processing.
SmartVault Users: You are minutes away from automated document collection
FileThis Pro has been built to work with document and client portals like SmartVault. FileThis Pro delivers your client documents directly to your client vaults in SmartVault. You are up and running in less than 5 minutes. No more chasing clients!
Signup for a free FileThis Pro trial account above. Log in to the FileThis Pro Admin Console and set your storage destination to SmartVault. Now you can invite your clients using the FileThis Pro Admin console and watch their statements coming in.
Using Box, Dropbox or Google Drive? No problem, FileThis Pro delivers directly
If you are using Cloud Storage service like Box, Dropbox, or Google Drive to access and store customer documents, let FileThis Pro do the job.
FileThis Pro delivers your client's documents to their cloud storage account. Connect with your client's shared FileThis folders. Access neatly organized documents anytime.