Trusted by 2,000+ businesses

Document Collection
Made Simple

Stop chasing clients for documents. Create custom forms, send secure requests, and collect files effortlessly.

No credit card required

14-day free trial

Setup in 5 minutes

app.filemop.com/dashboard

Active Requests

52 total

Pending Responses

awaiting response

Contacts

248

in your organization

Templates

active templates

Active RequestsTrack progress

View All

2024 Tax Documents

Tax Return Template

Due Feb 28

18/24 · 75%

Q1 Compliance Audit

Compliance Template

Due Mar 15

5/12 · 42%

Employee Onboarding - Batch 3

Onboarding Template

Complete

3/3 · 100%

Upcoming This Week

2024 Tax Documents

18/24 done

Client Intake - March

0/5 done

Tomorrow

W-2 Collection

12/15 done

Everything you need to collect documents

Powerful tools designed to save you time and impress your clients.

Custom Form Builder

Create professional request forms with drag-and-drop simplicity. Add file uploads, text fields, signatures, and more.

Branded Requests

Send document requests with your logo and colors. Clients see a professional experience they can trust.

Automated Reminders

Set it and forget it. Automatic follow-ups ensure documents arrive on time without manual chasing.

Bank-Level Security

256-bit encryption, SOC 2 compliance, and secure file storage. Your clients' data is always protected.

Real-Time Tracking

See who opened, viewed, and submitted in real-time. Never wonder about request status again.

Instant Notifications

Get notified the moment a client submits. Email, browser, or Slack - choose how you stay informed.

Custom Form Builder

Create professional request forms with drag-and-drop simplicity. Add file uploads, text fields, signatures, and more.

Branded Requests

Send document requests with your logo and colors. Clients see a professional experience they can trust.

Automated Reminders

Set it and forget it. Automatic follow-ups ensure documents arrive on time without manual chasing.

Bank-Level Security

256-bit encryption, SOC 2 compliance, and secure file storage. Your clients' data is always protected.

Real-Time Tracking

See who opened, viewed, and submitted in real-time. Never wonder about request status again.

Instant Notifications

Get notified the moment a client submits. Email, browser, or Slack - choose how you stay informed.

Team Collaboration

Invite your team with role-based permissions. Everyone stays aligned on client requests.

Organized Storage

All documents automatically organized by client and request. Find any file in seconds.

Access Controls

Set expiration dates, download limits, and view-only permissions for sensitive documents.

Mobile Friendly

Clients can upload from any device. Desktop, tablet, or phone - it just works.

Template Library

Start fast with pre-built templates for tax documents, onboarding, compliance, and more.

White Label Ready

Use your custom domain and remove all FileMop branding. Perfect for agencies and enterprises.

Team Collaboration

Invite your team with role-based permissions. Everyone stays aligned on client requests.

Organized Storage

All documents automatically organized by client and request. Find any file in seconds.

Access Controls

Set expiration dates, download limits, and view-only permissions for sensitive documents.

Mobile Friendly

Clients can upload from any device. Desktop, tablet, or phone - it just works.

Template Library

Start fast with pre-built templates for tax documents, onboarding, compliance, and more.

White Label Ready

Use your custom domain and remove all FileMop branding. Perfect for agencies and enterprises.

Simple 4-step process

How FileMop works

From request to receipt, FileMop streamlines your entire document collection process.

Step 01

Create a Template

Build custom forms with our drag-and-drop builder. Add file uploads, text fields, e-signatures, and more. Save templates to reuse anytime.

Template Builder

Fields

𝐓Text Input

📎File Upload

☑Checkbox

✍Signature

Full Name *

Email Address

Upload Tax Documents

Drag & drop files here

Step 02

Send Requests

Send professional, branded requests to clients via email. Set deadlines and customize the message. Clients receive a secure link to upload.

New Request

Draft

Template

2024 Tax Document Collection

Recipients

sarah@co.comjames@co.commaria@co.com+12 more

Due Date

March 15, 2026

Reminders

Every 3 days

Send to 15 Recipients

Step 03

Collect Documents

Clients upload files through a simple, mobile-friendly interface. Automatic reminders ensure nothing falls through the cracks.

Client Upload PortalIn Progress

Acme Corp

Please upload your 2024 tax documents below.

W-2_2024.pdf

2.4 MB

Uploaded

1099_freelance.pdf

1.1 MB

Uploaded

bank_statement.pdf

3.2 MB

Uploading...

Overall progress67%

Step 04

Review & Approve

Get instant notifications when files arrive. Review submissions, request revisions, or approve - all from your dashboard.

Submission ReviewSubmitted

John Smith

Submitted Feb 10, 2026

W-2_2024.pdf

1099_form.pdf

bank_stmt.pdf

ID_scan.pdf

Full NameJohn Smith

Emailjohn@email.com

Approve

Revision

Use Cases

Built for every industry

From tax season to employee onboarding, FileMop adapts to your workflow.

Accounting Firms

Collect tax documents, financial statements, and receipts from clients. Perfect for tax season prep and ongoing bookkeeping.

Tax returnsW-2s & 1099sBank statementsExpense receipts

W-2_2024.pdf

1099_freelance.pdf

bank_stmt_Q4.pdf

67%

Law Firms

Gather case documents, contracts, and evidence securely. Maintain compliance with legal document handling requirements.

Case filesContractsDiscovery documentsClient intake forms

retainer_agreement.pdf

case_filing_001.pdf

discovery_docs.zip

100%

Real Estate

Streamline property transactions by collecting all required documents from buyers, sellers, and agents in one place.

Purchase agreementsTitle documentsInspection reportsFinancial pre-approval

purchase_agreement.pdf

title_deed.pdf

inspection_report.pdf

33%

HR & Recruiting

Simplify employee onboarding and compliance. Collect ID verification, tax forms, and policy acknowledgments.

I-9 verificationDirect deposit formsBenefits enrollmentBackground check consent

I-9_verification.pdf

W-4_form.pdf

direct_deposit.pdf

67%

Healthcare

Collect patient intake forms, insurance information, and medical records while maintaining HIPAA compliance.

Patient intakeInsurance cardsMedical historyConsent forms

patient_intake.pdf

insurance_card.jpg

hipaa_consent.pdf

100%

Education

Gather student applications, transcripts, and enrollment documents from students and parents efficiently.

ApplicationsTranscriptsRecommendation lettersFinancial aid documents

application.pdf

transcript_official.pdf

rec_letter.pdf

33%

Simple, transparent pricing

Choose your perfect plan

Per-seat pricing that scales with your team. No hidden fees, no surprises. Cancel anytime.

MonthlyAnnualSave 20%

Starter

Perfect for freelancers and small teams getting started.

$23/mo

Includes 1 seat

+$15/mo per additional seat

Billed annually

Up to 100 requests/month
10 templates
5GB storage
Email support
Basic analytics
Custom branding
API access
Priority support

Professional

For growing businesses that need more power and flexibility.

$39/mo

Includes 1 seat

+$23/mo per additional seat

Billed annually

Unlimited requests
Unlimited templates
50GB storage
Priority email support
Advanced analytics
Custom branding
API access
Slack integration

Enterprise

For large organizations with advanced security needs.

Custom

Tailored to your needs

Everything in Professional
Unlimited team members
Unlimited storage
Dedicated account manager
Phone support
Custom integrations
SSO/SAML
Audit logs
SLA guarantee

Need a custom plan? Contact our sales team for enterprise pricing.

Start your 14-day free trial

Ready to simplify
document collection?

Join thousands of businesses that trust FileMop to collect documents efficiently. Start your free trial today.

No credit card required

14-day free trial

Cancel anytime

Document CollectionMade Simple

Everything you need to collect documents

Custom Form Builder

Branded Requests

Automated Reminders

Bank-Level Security

Real-Time Tracking

Instant Notifications

Custom Form Builder

Branded Requests

Automated Reminders

Bank-Level Security

Real-Time Tracking

Instant Notifications

Team Collaboration

Organized Storage

Access Controls

Mobile Friendly

Template Library

White Label Ready

Team Collaboration

Organized Storage

Access Controls

Mobile Friendly

Template Library

White Label Ready

How FileMop works

Create a Template

Send Requests

Collect Documents

Review & Approve

Use Cases

Accounting Firms

Law Firms

Real Estate

HR & Recruiting

Healthcare

Education

Choose your perfect plan

Starter

Professional

Enterprise

Ready to simplifydocument collection?

Document Collection
Made Simple

Ready to simplify
document collection?