Infile

Stop chasing clients for documents—collect them automatically

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Added Jul 2026

infile.app

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What is Infile?

Infile streamlines document collection for accounting and tax firms by eliminating email-based workflows. It provides automated templates, secure client portals, and intelligent follow-up reminders to track missing documents in real-time. Built for tax professionals, bookkeepers, and accountants who need to collect documents from multiple clients efficiently without manual email chasing.

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Key Features of Infile

Custom reusable document templates with drag-and-drop fields
AI-assisted template generation from prompts
Secure branded client portal (no login required)
Automated follow-up reminders
Conditional logic and custom field validation
Real-time collection progress tracking
ZIP and PDF export functionality
Unlimited clients per account
Mobile-friendly file uploads
Integrations with existing accounting stack

Who Should Use Infile?

Collect W-2s and 1099s during tax season

Onboard new clients with structured document requests

Gather monthly bookkeeping documents

Track missing tax documents across multiple clients

Streamline bank statement and supporting document collection

Infile: Pros & Cons

✓Pros

No per-user or per-seat fees—flat monthly pricing
Clients can upload without creating an account
Automated reminders reduce manual follow-up
AI-powered template generation saves time
Mobile-friendly portal increases client submission rates
14-day free trial with no credit card required
Real-time progress tracking and notifications
Works alongside existing accounting tools

Frequently Asked Questions about Infile

What documents can I collect with Infile?

Infile supports any document type including tax forms (W-2s, 1099s), bank statements, and custom files. You create custom templates with the fields and file uploads you need.

Do clients need to create an account to upload documents?

No, clients receive a unique secure upload link and can submit documents directly without creating an account or logging in.

How much does Infile cost?

Infile costs $29 per month flat rate with unlimited clients and no per-user fees. A 14-day free trial is available with no credit card required.

Can I automate follow-ups for missing documents?

Yes, you can configure automatic reminders to be sent at specific times, and Infile will track collection progress so you know which clients have submitted.