Stop chasing clients for tax documents

Collect and organize documents, automatically follow up on requests - all without sacrificing your workday to endless email.

4.5/5 stars on G2

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From template to submitted docs in minutes

Infile makes it simple to collect exactly what you need from clients - without the back-and-forth.

Create a template

Build a reusable document checklist with custom fields, file uploads, and conditional logic - or let AI generate one in seconds.

Set reminders & send

Configure automatic follow-ups so nothing falls through the cracks. Each client gets a unique, secure upload link.

Review & export

Get notified when files arrive, review every submission in one place, and export a ZIP or PDF summary in one click.

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200+

Firms collecting documents without email chaos.

$29

Flat monthly pricing - no per-user fees, unlimited clients.

14 days

Free trial with no credit card required.

Chasing clients for missing documents is the hidden tax on every tax season, onboarding, and monthly close. W-2s in email threads, bank statements in the wrong format, and follow-ups that never get answered.

Most firms still run document collection over email - attaching checklists, copying reminders, and hoping nothing slips through before the deadline.

Infile sends branded document requests, automates reminders, and gives clients a secure upload link - no account required.

Whether you are running tax season for 100 clients or collecting monthly bookkeeping docs, collection should be structured, tracked, and off your plate.

Start with a 14-day free trial. Flat pricing from $29/mo - unlimited clients, no per-seat fees.

Everything you need, nothing you don't

From first request to final export - templates, AI-assisted forms, a secure client portal, automated follow-ups, and analytics in one place.

Custom templates

Build reusable document request templates with drag-and-drop fields, conditional logic, and custom validation. Create once for tax season, onboarding, or monthly bookkeeping - use forever.

Secure client portal

Branded, mobile-friendly upload portal with drag-and-drop files and real-time progress. Clients submit from any device - no login or account required.

AI template builder

Generate document checklists from a prompt with smart field suggestions and industry presets.

Automated reminders

Set follow-up schedules once and let Infile nudge clients until every document is in.

Smart organization

Every upload lands in the right request with clear status - no digging through inboxes.

Bulk requests

Send the same checklist to one client or dozens at once during tax season.

Analytics & insights

Track completion rates, response times, and which clients still owe documents.

Encrypted uploads

Secure file collection with encrypted storage - built for sensitive client documents.

Build checklists faster with AI

Describe what you need and Infile generates a document request template with smart fields, conditional logic, and file uploads - ready to send in seconds.

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  • Encrypted uploads
  • GDPR-ready
  • No client login
  • 14-day free trial

"We cut tax-season follow-up emails in half. Clients actually upload everything through the link."

Rachel Donovan

Rachel Donovan

CPA & Partner, Harbor Tax Partners

Built for professional services teams

Solo practitioners and growing firms alike - collaborate on templates, track every request, and keep client documents organized as you scale.

Grow without the chaos

Whether you are a solo CPA or a 15-person firm, Infile keeps document collection consistent. Admins manage the team, members send requests, and everyone sees the same status.

  • Invite team members with admin or member roles
  • Shared templates and request history across the firm
  • Custom branding on client-facing upload pages
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Team collaboration

Add colleagues, assign roles, and manage who can send requests and review submissions.

Shared templates

Build once and reuse across the firm - tax organizers, onboarding checklists, monthly doc lists.

Custom branding

Add your logo and colors to client upload pages for a professional, on-brand experience.

Choose the plan that fits your firm

Start with a 14-day free trial. No credit card required. Cancel anytime.

Solo

$29/ month

For solo practitioners

Start free trial
  • Unlimited clients & templates
  • 30 active requests
  • 15 GB storage
  • Client portal
  • Email reminders
  • Template builder
  • Analytics
  • Custom branding
  • Infile AI

Growing

Best Value

$69/ month

For growing firms

Start free trial
  • 100 active requests
  • 5 team members
  • 50 GB storage
  • Everything in Solo
  • Priority email support

Safe and secure

Firm

$129/ month

Best value for growing firms

Start free trial
  • 200 active requests
  • 15 team members
  • 150 GB storage
  • Everything in Growing
  • Priority email support

LedgerPath Bookkeeping

Monthly document collection was a nightmare - clients sending bank statements in random formats over email. Infile gave us a branded portal and automated nudges. Game changer for our small team.

Avatar of Owen Blake
Owen BlakeOwner, LedgerPath

3 hours saved per client each month

90% of clients upload without asking for help

Read more customer stories

Your questions, answered

Everything you need to know about collecting documents with Infile.

Can't find what you're looking for? Contact us

Collect docs effortlessly. Your clients will love it.

Join 200+ firms who cut document chaos down to zero - no email threads, no missed files.

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