Document collection that works
for professional firms
Built for accounting, legal, finance, and professional service firms who need to collect client documents securely and efficiently—without the hassle of email back-and-forth.
Traditional onboarding slows you down
Email chains get messy. Documents get lost. Clients forget what you asked for. Your team wastes hours chasing the same files again and again.
Meanwhile, sensitive client data sits exposed in inboxes, increasing compliance risk and slowing down your ability to close business.
Email attachments lost in threads
Weeks spent waiting for documents
No visibility into collection progress
How Filespace accelerates your firm
Purpose-built for professional service firms to onboard clients faster, work more securely, and deliver an exceptional experience.
Onboard in days, not weeks
Send branded document requests to clients. They upload everything in one secure portal. Your team gets instant notifications when files arrive.
Bank-grade security built-in
Keep sensitive client data protected with enterprise encryption, audit logs, and compliance-ready infrastructure—no IT team required.
Close business faster
Remove friction from your sales process. Get prospects onboarded and revenue flowing in hours instead of weeks.
Clients love the experience
Give clients a modern portal where they can see exactly what's needed, upload files from any device, and track their own progress.
Simple for your team, effortless for clients
Create a request
Choose a template or build a custom document list. Add your branding and personalized message.
Send to clients
Clients receive a secure link to their personal upload portal. No account required for them.
Get documents instantly
Files arrive encrypted in your dashboard. Your team gets notified and can start work immediately.
Trusted by professional firms worldwide
Active Firms
Documents Collected
Uptime Guarantee
Type II Certified
Frequently asked questions
Everything you need to know about Filespace. Can't find the answer you're looking for? Feel free to contact our team.