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The Secure Document &
Information Repository
FileShelf empowers businesses to have one place for secure document storage, client/employee onboarding, and collaboration making it the perfect headquarters where your business can grow.
TOP REASONS TO USE FILESHELF
Ways FileShelf Can Fast-Track
Your Business Systems
Organize
Keep all your documents organized, in a secure database area where you can easily search, view, download, and find uploaded documents.
Share
Share documents or specific folders with internal and external users. Be 100% sure only those who you give access can search, view, download, and upload content giving you protection and the ability to work on a secured database with a team or clients.
Secure
Your documents are valuable, with FileShelf they will be protected in a password protected with multi-factor authentication (MFA) area where only those you give access to can view and access the documents.
Onboard
Have clients or new employees fill out forms to collect information. We automatically follow up to save you hours of follow-up time per project. Clients see requests in a specific tab making it fool-proof.
Secure Document Requests
Securely have documents uploaded to your database without them having to go through email that can easily be lost in email chains, intercepted, and fall into the wrong hands.
TOP BENEFITS
Why FileShelf?
Big Savings, Increase in Productivity, and Protecting Your Business
Save hours per week on follow-up, searching, storing, onboarding, tracking, and more.
Protect against expensive breaches and leaks of sensitive information.
Increase productivity for your team leading to more revenue, fewer costs, and bigger profits.
Simplify the management of documents and security leading to better systems and less risk for your business.
TOP INDUSTRIES WE ARE MOST LIKELY TO SERVE
Discover how FileShelf
can work for you
Mortgage & Finance
A simple place where you can request documents, communicate with clients, have intake forms and save all this information in a secure place. Stop having to search through multiple email trails, endlessly following up for missing documents, or using unsecured forms of communication. File Shelf makes it simple for you and the client to know if any documentation needs to be uploaded. If any documentation is missing FileShelf follows up for you saving you tons of time in following up. Documents uploaded to FileShelf are saved in a secure password-protected and multi-factor authentication (MFA) area where phishing scams don't happen, unlike email.
Accounts
The fastest way to easily request all documents and information from accounting clients. Stop using up your time requesting documents or going back and forth on emails. We automatically follow up and make it simple for clients to see which documents they need to upload. FileShelf also protects your clients' information with high-level security made to be secure.
Digital & Agency
Make onboarding a breeze of fresh air for your agency. Simply have FileShelf request documents, information, login details, and any other areas. FileShelf will do the work for your team saving costs and time.
Law Firms
Easily have clients upload law documents directly to FileShelf where they will be secure, easily findable, and attached to the client folders which only approved teams that have access. No more exchanging files via email where it's insecure, easily lost, and buried under hundreds of emails.
Other Businesses
No matter your industry, we can help you secure documents, client or employee onboarding, collect information, follow up automatically, help improve your systems and reduce costs.
For Personal Use
FileShelf is your document, images and information secure database. Easily organize your documents in a secure area. Share documents securely to only the people you specify. Never misplace a document, image or information again! Set limits when people can see it with date expirations. Manage access to different information amongst multiple companies.
FEATURES
What you Get
With Our plans
Simple Drag & Drop
Interface
Easily drag and drop folders, files, images or any other documents as easy as possible.
Autosave
Automatically have your work saved so that all your work always is protected.
Customizable
Follow-up Reminders
Your documents are valuable, with FileShelf they will be protected in a password protected with multi-factor authentication (MFA) area where only those you give access to can view and access the documents.
Unlimited
Clients Recipients
Add unlimited clients to account for automatic reminders and safe document storage.
Unlimited questions & upload areas
Create forms and document upload areas customized to your needs.
Simple
client portal
Clients can log in and see a simple portal where they can upload or answer any questions easily..
Secure document storage
Secure documents in one place and provide access to only those you approve
Transparent
Pricing
All our plans are transparent and you can cancel at any time.
WHY ACT NOW
Transform your
Onboarding and
Document Security
Starting Today
No matter your industry, we can help you secure documeDon't let your business operate one day longer without the right protection for your documents. Transform your business by putting your onboarding or document collection on the fast lane. You will save your team and yourself a ton of time, mental energy and headaches.nts, client or employee onboarding, collect information, follow up automatically, help improve your systems and reduce costs.
