For CPA firms, brokers, advisors, agents, and attorneys
No logins. No passwords. No fourth reminder email.
FileSentinel turns a text or email into a secure upload portal. Your client clicks one link and uploads against your checklist. No account. No password. Nothing for your clients to learn.
Every action logged for compliance.
The Document Chase
The files are out there. They are just buried in email threads, text messages, and a memory that belongs to one tired admin.
The $150/hr partner doing $15/hr follow-up.
That is the real bill for the document chase. Not the software line item. The hours your best people spend asking "did they send it yet?"
W-2s and bank statements sit as attachments in email and text threads. Nobody can say where the latest version lives.
No checklist. No progress bar. The only status report is a person digging through an inbox to find out.
You wrote it. You softened it. You still felt like a nag. And the client still sent the file to someone's personal email.
And the quiet risk underneath it: W-2s and Social Security numbers sitting in email threads are not a defensible control under the FTC Safeguards Rule or IRS Pub 4557. If a regulator asks how you collect sensitive documents, "clients email them" is not an answer you want to give.
The Fix
Your clients forgot the password, then gave up, then emailed you anyway. That wasn't your fault - and it wasn't theirs. Industry adoption of login portals runs 5-15%. The other 85% go right back to email.
The portal was the problem. So we removed it. The magic link IS the portal.
Your client clicks one branded link and lands on their checklist. They upload. They are done. Nothing to install, nothing to remember, nothing to learn.
Every link is cryptographically unique and time-limited. One client, one request, your expiration rules.
Every open, upload, share, and annotation is logged. Your inbox can't produce that. FileSentinel can.
Your team sends a link by text or email and reviews what comes back. That is the whole workflow. Nothing new to install or babysit.
What Changes
One click sends a branded magic link with a checklist. Automatic reminders handle the follow-up. You stop asking.
Review, annotate, and share clean copies with lenders or co-counsel on revocable links. No more "which version?"
Every open, upload, share, and annotation is logged with time and actor. If anyone ever asks, you can show them.
The Follow-Up, Handled
When you send a request, FileSentinel takes over the follow-up. The reminders start warm and personal. They only turn urgent when the deadline is real - because the link itself expires. You never write the awkward third email again.
Hi Robert - whenever you have a minute, your document checklist is one click away. No login needed.
Hi Robert - 3 of your 5 documents are in. The last two take about two minutes. Your link is ready when you are.
Hi Robert - your secure link expires tomorrow. It takes one click to finish. After that, we'll need to send a fresh link.
Who It's For
If your work runs on client documents, this was built for your office.
Sixty active returns and no way to say which ones are document-complete.
With FileSentinel: every return has a checklist, and the dashboard answers "who still owes what" without asking a human.
A closing tomorrow and one bank statement missing at 7 PM tonight.
With FileSentinel: deadline-aware links and automatic reminders do the evening chasing, so you don't.
Statements and IDs arriving over text, email, and one client's fax machine.
With FileSentinel: one branded link per request, everything lands in one reviewed, logged place.
Discovery documents shared by forwarding email chains to co-counsel.
With FileSentinel: share clean or annotated copies on revocable links - and keep the audit trail.
How It Works
You send one link. Everything after that happens by itself.
Pick a checklist template, pick a client, hit send. That is your whole job.
Your brand, their checklist, a progress bar. No account. No password. Nothing to learn.
Reviewed, organized, and logged. You are notified the moment the checklist goes green.
Security
No login does not mean no security. It means the security moved to where it belongs: the link, the vault, and the log.
Documents are encrypted in transit and at rest. Nothing sits as a loose attachment in anyone's inbox.
Each magic link is cryptographically unique and time-limited. One client, one request, expiring on your schedule.
Kill any link or shared file the moment you choose. Access ends immediately - and the log records it.
Every open, upload, download, share, and annotation is recorded with time and actor. Nothing is off the record.
Built for the way your profession keeps records. Documents stay retrievable for the full retention window.
The same global infrastructure that protects some of the largest sites on the internet carries your documents.
On compliance: FileSentinel supports your FTC Safeguards Rule and IRS Pub 4557 compliance program - and produces the evidence. When someone asks how you collect sensitive documents, you'll have a real answer, with a log behind it.
The Honest Comparison
| What matters | FileSentinel | Portals with logins | Just email |
|---|---|---|---|
| Client login required | Never | Always | No |
| Typical client adoption | Clicks a link | 5-15% (industry) | High, but chaos |
| Per-seat fees | None - flat | $30-50/seat | None |
| Anything for clients to learn | Nothing | Account + password | Nothing |
| Checklist + progress bar | Yes | Sometimes | No |
| Automatic reminders | Yes, escalating | Basic | You are the reminder |
| Audit trail | Every action | Partial | None |
| Revocable share links | Yes | Rare | No |
| Setup time | Under 15 minutes | Days to weeks | None |
5 seats on a $30-50/seat portal = $150-250/mo for a tool clients abandon.
FileSentinel: $197 flat. Unlimited clients. Unlimited staff.
Pricing
Your software bill should not go up because you hired someone.
Unlimited clients. Unlimited staff. About one billable hour a month.
If it saves you one hour of chasing, it pays for itself. It saves dozens.
No credit card to start. Try it on five clients this week.
Fair Questions
You're right - and that experience was real. Every portal you tried had a login. This one doesn't. That is the entire difference, and it is the reason the others failed. Your client clicks a link and uploads. There is no account to abandon.
Nothing. They click a link, see a checklist with your branding, and upload. No password, no app, no training. If they can open a text message, they can use it.
Under 15 minutes - basic setup is about 5. The checklist templates are pre-built. Try it on five clients this week and watch what comes back.
Documents are encrypted in transit and at rest, every link is unique and time-limited, and every action is logged. FileSentinel supports your FTC Safeguards Rule and IRS Pub 4557 compliance program and produces the evidence. Your inbox can't do that in an audit. FileSentinel can.
No. You are not replacing your CRM, retraining your clients, or migrating your data. You are sending your next document request as a link instead of an email. That's the whole change.
Mid-season is when the chase hurts most. You are not switching anything - keep your inbox, keep your process. Setup is under 15 minutes. Send the next five requests as links and see the difference this week.
GHL's Client Portal can notify your client when you share a file with them - sending, outbound. FileSentinel handles the other direction: collecting documents from clients. Checklists, one no-login magic link, reminders that escalate on their own, and a log of every action. The two work side by side.
No login. No friction. No follow-ups. Send your next request as a link and watch what comes back.