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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.
Make Onboarding Effortless
FillingShelf takes care of all the onboarding process so that you can make more, faster!
How Does It Work
How Does FillingShelf Take Care of All Your Onboarding?
3 Steps To Onboard Clients
Send a FilingShelf link to new clients
The link will direct them to a page where they can create a secure account.
Clients Can Upload documents
Clients Can Upload documents & follow onboarding steps Inside of FilingShelf clients can get instructions, checklists, automatic reminders to complete the steps and more.
Enroll More Clients & Make More!
FillingShelf allows you to focus on other areas that will allow you to serve more people. We take care of onboarding.
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 to internal and external users. Be 100% sure only those who you give access to can search, view, download and upload contents giving you protection and ability to work on a secured database with 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
Request documents or have clients fill out forms to collect information. We automatically follow up to save you hours of follow up time per project.
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.
Automated Content Requests
Streamlines the process of requesting specific documents or information from clients, with the ability to schedule requests and set deadlines.
TOP BENEFITS
Why FileShelf?
Increase in Productivity and Secures Your Business PLUS Your clients get to use FilingShelf for free! A free gift you can give your clients.
Save tens of hours per week per employee 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, less costs and bigger wins.
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 see which documents they need to upload. FileShelf also protects your clients information with high-level security made to be secure.
Digital & Agency
Make on boarding 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 client folder where only approved teams that have access. No more exchanging files via email where it is insecure, easily lost and complicated to find.
Other Businesses
No matter your industry, we can help you secure documents, client onboarding, collect information, follow up automatically, help you 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 documents. Don'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.
