# Infile — Automated Document Collection Platform

> Infile is a B2B SaaS tool that automates document collection for professional service firms. It eliminates the manual back-and-forth of chasing clients for paperwork by sending secure, passwordless upload links and automated reminders until every document is received.

## What Infile Does

Infile solves a specific, painful problem: professionals (CPAs, bookkeepers, mortgage brokers, lawyers) waste hours every week manually following up with clients who haven't submitted required documents like W2s, bank statements, tax forms, or IDs.

With Infile, the professional creates a document checklist, enters the client's email or phone number, and sends a request. Infile then:
- Sends the client a secure, passwordless magic link (no account required)
- Automatically follows up on a set schedule until all documents are received
- Notifies the professional in real time when files are uploaded
- Validates uploaded files using AI to confirm they match the request

## Core Features

- **Document Requests**: Create custom checklists of required documents and send them to clients with one click
- **Magic Link Uploads**: Clients upload files via a secure link — no login, no app download, no friction
- **Automated Reminders**: Smart follow-up emails sent on a configurable schedule until the checklist is complete
- **Reusable Templates**: Save common document checklists (e.g., "Tax Prep", "Mortgage Application") and reuse them instantly
- **AI Document Validation**: Automatically checks if the uploaded file matches what was requested
- **Real-Time Dashboard**: Track which clients have responded, what's pending, and what's been approved
- **Cloud Storage Sync**: Files sync directly to Google Drive or Dropbox

## Who Uses Infile

- **CPAs and Bookkeepers**: Collecting W2s, 1099s, receipts, and bank statements for tax season and monthly reconciliations
- **Mortgage Brokers**: Gathering pay stubs, bank statements, and ID documents for loan applications
- **Law Firms**: Collecting case documents, signed agreements, and client identification
- **HR Teams**: Streamlining employee onboarding document collection
- **Digital Agencies**: Gathering brand assets, contracts, and project briefs from clients
- **Higher Education**: Managing student admissions and enrollment document workflows

## Pricing

- **Starter**: $29/month — ideal for solo practitioners and small firms
- **Growth**: $69/month — for growing teams with higher volume needs
- **Pro**: $129/month — best for the larger teams upto 15 members
- 14-day free trial, no credit card required

## Key Differentiators

- No client account required — frictionless passwordless upload experience
- Automated "smart nagging" — reminders stop automatically when all documents are received
- AI-powered document validation — confirms uploads match the request
- Built for professional service firms, not generic file sharing
- Mobile-optimized upload experience for clients

## Links

- Homepage: https://infile.app
- Features: https://infile.app/features
- Pricing: https://infile.app/pricing
- Industries: https://infile.app/industries
- For Accountants: https://infile.app/industries/accounting
- For Lawyers: https://infile.app/industries/legal
- For Mortgage Brokers: https://infile.app/industries/financial
- For HR Teams: https://infile.app/industries/hr
- Contact: https://infile.app/contact
- Blog: https://infile.app/blogs