Collect client documents without the email chase.
Infile gives CPAs and bookkeepers checklist templates, passwordless upload links, and automated reminders - so your team stops following up and starts preparing returns.
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Reusable checklist templates
Build tax organizers and monthly doc lists once. Duplicate per client with conditional fields, file uploads, and AI-assisted template creation.
Automated client reminders
Follow up on missing documents automatically. Scheduled reminders until a client finishes uploading all the informations and documents.
Integrations
Works alongside your stack
From checklist to complete package
A simple workflow CPAs and bookkeepers run every tax season and every monthly close - without rebuilding the process in email.
Build your checklist
Create a tax organizer or monthly doc template with uploads, conditional fields, and required items per client type.
Send links & reminders
Bulk-send passwordless upload links and let automated reminders run until every client package is complete.
Review & export
Track completion from one dashboard, review submissions, and export organized files to your prep software or DMS.
Halstead & Co. CPA
Infile cut our tax-season follow-ups in half. Clients actually upload through the link instead of burying documents in email threads.
Rachel Donovan
Managing Partner, Halstead & Co. CPA
Built for tax season and monthly close
Branded client requests
Firm completion dashboard
Trusted by accounting firms
CPAs and bookkeepers use Infile to replace email chasing with structured checklists, secure uploads, and reminders that run until every client package is in.
Infile cut our tax-season follow-ups in half. Clients actually upload through the link instead of burying documents in email threads.
We onboard new bookkeeping clients faster now. One checklist link, automated reminders, and everything lands organized in one place.
The client upload experience is so simple our firm looks more professional without adding any admin work for our team.
Purpose-built for document collection. We stopped forcing practice management software to do a job it was never designed for.
Collect docs effortlessly. Your clients will love it.
Join 200+ firms who cut document chaos down to zero - no email threads, no missed files.