Product integrations
Infile complements the tools your firm already uses - with setup steps, workflow examples, and export patterns for each platform.
QuickBooks Integration & Workflow | Infile
Infile works alongside QuickBooks Online and Desktop. Collect client documents with checklists and reminders, then export organized files into your QBO workflow.
Read moreGoogle Workspace Export Workflow | Infile
Export Infile client submissions to Google Drive and Gmail workflows. Organized document packages for firms on Google Workspace.
Read moreMicrosoft 365 & SharePoint Workflow | Infile
Export Infile submissions to SharePoint and OneDrive. Structured client document collection for firms on Microsoft 365.
Read moreSlack Notifications for Document Collection | Infile
Get Infile submission alerts in Slack. Notify your team when clients upload documents or complete checklists.
Read moreZapier Automation with Infile
Connect Infile to 5,000+ apps with Zapier. Automate client onboarding, CRM updates, and team alerts when documents arrive.
Read moreCollect docs effortlessly. Your clients will love it.
Join 200+ firms who cut document chaos down to zero - no email threads, no missed files.