Infile
Automated document collection and secure client portals.
Infile launched on June 24, 2026 with 8 votes, #1,599 of 22,647 launches that month and more than 90% of that year's launches.
What it does
Stop chasing clients for documents through endless email threads. Infile is the easiest way to collect files, forms, and information from clients with secure portals, automated reminders, and custom templates. Perfect for CPAs, HR, Legal, and Educators.
Infile automatically chases clients for missing documents so you don't have to. Send a secure upload link, set reminders, and get notified when files arrive. Built for CPAs, bookkeepers, mortgage brokers, and law firms.
Collect and organize documents, automatically follow up on requests - all without sacrificing your workday to endless email. Collect and organize documents, automatically follow up on requests - all without sacrificing your workday to endless email. Infile makes it simple to collect exactly what you need from clients - without the back-and-forth. Build a reusable document checklist with custom fields, file uploads, and conditional logic - or let AI generate one in seconds. Configure automatic follow-ups so nothing falls through the cracks. Each client gets a unique, secure upload link. Get notified when files arrive, review every submission in one place, and export a ZIP or PDF summary in…from infile.app
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