We help professionals stop chasing documents
Infile was built for the work that happens before the real work - collecting W-2s, bank statements, engagement letters, and everything else clients send (or forget to send) over email. We give firms a structured way to request, track, and receive files without sacrificing their day to follow-ups.
Purpose-built for CPAs, bookkeepers, law firms, and professional services teams.
No client accounts required - clients upload through a secure, branded link.
End the document chase
Every tax season and onboarding cycle, firms lose hours to follow-up emails. Infile sends structured document requests with automated reminders so you spend less time chasing and more time on billable work.
Client-friendly by design
Clients get a branded, mobile-friendly upload portal - no account required. They see exactly what is needed, upload files in one place, and you get notified the moment documents arrive.
What we stand for
Professional services deserve tools built for their actual workflows. We focus on document collection done right - simple for clients, structured for your team, and secure by default.
A small team solving a big operational problem
We are building Infile for the firms that live inside inboxes during busy season - the ones that need collection to be structured, trackable, and off their plate.
Built for practitioners
Designed around tax season, monthly closes, onboarding packets, and the recurring document work firms actually run.
Security first
Client documents are sensitive. We build with encryption, access controls, and auditability so firms can trust where files live.
Focused product
Infile does one job well: collect and organize client documents. No bloated suite - just requests, reminders, tracking, and exports.
Interested in partnering with us?
We are building the document collection layer for professional services - a large, recurring problem inside every CPA firm, bookkeeping practice, and advisory team. If you are interested in investment or strategic partnership, we would love to hear from you.
For investment inquiries, reach out through our contact page and we will get back to you promptly.
Open Roles
There are no open positions right now.
We are not actively hiring at the moment, but we are always interested in hearing from great people. If you would like to introduce yourself for future opportunities, get in touch.
Contact usCollect docs effortlessly. Your clients will love it.
Join 200+ firms who cut document chaos down to zero - no email threads, no missed files.