Document collection for busy professionals

Collect client documents without the chase.

Send one secure link and get the files you need — tax returns, IDs, contracts, bank statements. Your clients upload in minutes, and you're notified the moment they do. No more email back-and-forth.

5 requests free  ·  No credit card required  ·  Cancel anytime

Secure upload page

Document request

Your client's private upload link

Tax return / latest year Upload
Photo ID Upload
Signed contract Upload
Bank statement — received

Check marks tell you what's in — and what's still missing.

Made for firms that work with client records

Accounting & tax Legal Mortgage & lending Financial advice Bookkeeping Freelancers

The part of the job that eats your day

You didn't sign up to chase paperwork. But getting one document from a client can take a week of nudges.

Endless email chains

Chasing the same PDF through four emails, a phone call, then a "just following up." Every time, the client sends the wrong version.

Files scattered in inboxes

Client documents arrive piecemeal — in random threads, odd sizes, half of them from a shared family email. Hunting for them later is the real cost.

No way to track progress

You can't tell which clients have uploaded and which are still "on their way." Deadlines come and go without anyone noticing.

How SharpFiles works

Three steps, about a minute each. Your clients don't need an account, an app, or a password.

01

Create a request

Name the documents you need and add your client's email. We'll list everything out for them.

02

Share a secure link

Your client gets a friendly email with a private upload page. They open it, drag in files, and they're done.

03

Get the files back

We email you the moment anything arrives. Everything stays in one place, ready to download — and you can nudge late clients with one click.

Handled carefully, end to end

Sensitive client records deserve more than a shared inbox. Here's how we look after them — honestly.

Private, one-off links

Each request has its own unique access link. Clients can only reach the files you asked them to send — nothing else on your account.

Encrypted in transit and at rest

All traffic runs over HTTPS, and uploaded files are stored encrypted on secure, S3-compatible cloud storage.

Clean-up built in

Cancel a request and the files are removed from storage right away, not left sitting on a server indefinitely.

Questions about how your data is handled? We're at support — real people, happy to answer.

Simple pricing that scales with your work

Start free, upgrade when you're ready. Every plan includes unlimited users on your account.

Lite

$5 / month

  • Up to 30 requests per month
  • Up to 10 files per request
  • Files up to 100 MB

Most popular

Plus

$12 / month

  • Up to 100 requests per month
  • Up to 10 files per request
  • Files up to 100 MB

Premium

$24 / month

  • Up to 100 requests per month
  • Up to 10 files per request
  • Files up to 250 MB

Already using SharpFiles? Sign in to manage your plan.

Stop chasing documents.

Start a free trial and see how much faster your workflow gets. Five requests, no credit card required.

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