Collect documents from anyone —
without the follow-ups.
Send a secure link with a checklist and a deadline. Recipients upload files directly — no account, no app, no training. FolioDoc sends escalating reminders, tracks every submission, and logs a full audit trail.
Q1 2025 Tax Documents
Due Mar 15, 2025
Checklist
Recipients
Sarah Chen
James Wilson
Maria Garcia
Recent activity
Create request
Define checklist, add recipients, set deadline
Recipients upload
Secure magic link — no account needed
Review & export
Track progress, download ZIP, full audit trail
Product
A controlled workflow, not a file drop
Three roles, three phases. You stay in control from request to export.
You define the request
- Create a checklist of files and information you need
- Add recipients by email — they don't need an account
- Set a deadline and choose an escalation schedule
Full control over what gets collected, from whom, by when.
Recipients upload via secure link
- Each recipient gets a unique, SHA-256 hashed magic link
- They upload files and answer questions in a clean portal
- No password, no account, no app to install
Zero friction. Recipients spend under 5 minutes.
You review, download, done
- Track progress in real-time — see who submitted, who hasn't
- Download files individually or as a ZIP archive
- Export submission data as CSV for your records
Complete audit trail. Every action logged.
What recipients see
Request from Apex Accounting
Q1 2025 Tax Documents
Due Mar 15, 2025
Every action tracked
Sarah Chen Uploaded W-2 / 1099 forms
Sarah Chen Opened magic link
FolioDoc Sent reminder to James Wilson
Maria Garcia Uploaded lease agreement
FolioDoc Request created by you
Capabilities
What FolioDoc handles for you
So you can focus on your work, not chasing paperwork.
Escalating reminders
Automated reminders get progressively more urgent as the deadline approaches. You never send a follow-up email again.
5-layer file validation
Every upload is checked for size, content type, extension, magic bytes, and per-recipient quotas. Executables and scripts are rejected.
Real-time progress dashboard
See who has submitted, who opened their link, and what's still missing — all in one place.
Bulk export
Download all files as a ZIP archive or export submission data as CSV. Organized by recipient.
Configurable retention
Set data retention from 14 to 365 days. Data auto-purges after the retention period. Or delete anything, anytime.
GDPR-ready from day one
Data Processing Agreement included. Full account deletion. Audit trails on every deletion. Built as a data processor under GDPR.
Built for professionals who collect sensitive documents
Tax & Accounting
Collect W-2s, receipts, and financials from clients before tax season deadlines.
HR & Onboarding
Gather signed offer letters, ID copies, and compliance forms from new hires.
Legal & Compliance
Request contracts, certifications, and disclosures from multiple parties.
Property Management
Collect lease agreements, insurance certificates, and move-in documentation.
FolioDoc is not for everyone
Not a file storage or collaboration platform — use Google Drive or Dropbox for that
Not built for internal team file sharing — FolioDoc collects documents from external parties
Not a replacement for e-signature tools — use DocuSign or PandaDoc for signing workflows
Security
How FolioDoc protects sensitive documents
Built for professionals who handle tax returns, legal contracts, and HR records.
What FolioDoc does not do
No tracking in the app or portal
Analytics run only on public marketing pages, only with your explicit consent. The dashboard and recipient portal are tracking-free.
No staff access to your files
FolioDoc staff cannot view uploaded documents.
No data sharing with third parties
Your data is never sold, shared, or used for training.
Common questions before signing up
Try it with a real request
The free plan works for real use — not just a demo. Create a request, send it to a client, and see what they experience. No credit card. Delete everything anytime.