ACCOUNTING FIRMS
Collect client documents, get engagement letters signed, and keep everything audit-ready—without email chaos.
COMMON PROBLEMS
W-2s, 1099s, receipts, and statements scattered across email. Clients forget items, you chase. No single view of what's in or what's missing.
PDFs sent by email, signed in different tools, saved in random folders. Hard to prove when and by whom. Audit trail gaps.
Intake forms, organizer links, and document requests sent piecemeal. Clients confused. Staff spends hours on status checks.
Partner sign-off buried in email. Who reviewed? When? No structured workflow for internal review before client delivery.
HOW fileEC HELPS
Request lists, secure uploads, review, approvals, and e-signatures—in one place.
Send clear tax-document checklists. Clients see exactly what's needed and when. Reduce back-and-forth.
Clients submit files through a branded portal. No email attachments. Encrypted storage.
Internal review before client delivery. Sequential approvals. Clear audit trail.
Engagement letters and consent forms signed in-flow. Legally binding. Timestamps and IP captured.
Every upload, approval, and signature logged. Who did what, when. Audit-ready.
Client files organized by matter and year. Searchable. One place for tax docs and signed letters.
TYPICAL USE CASES
Checklists for W-2s, 1099s, receipts, and statements. Clients upload directly. Track progress at a glance.
Send engagement letters for e-signature. Store signed copies with full audit trail.
Intake forms, organizer links, document requests. One workflow from first contact to signed engagement.
Internal review of client submissions. Partner sign-off. Sequential approvals.
All signed engagement letters and client documents in one place. Searchable. Audit-ready.
WHY TEAMS CHOOSE fileEC
Replace scattered tools and manual follow-up with one connected workflow.
Files buried in inboxes. Versions mixed up. No tracking. Who sent what—nobody knows.
With fileEC: Structured requests, central uploads, clear history.
Folders everywhere. No status. No due dates. Staff chase manually.
With fileEC: Client portal, checklists, automated reminders.
Get started
Collect tax documents, engagement letters, and approvals in one secure workflow.