Quarter-End Tax Documents
Ready to share
- Photo ID
- Bank statements
- Expense receipts
Create a request, send a link, and receive files in one organised page.
This is what your client sees
Quarter-End Tax Documents
Oak Ledger • Client upload link
Photo ID
Required
Bank statements
Last 3 months
Expense receipts
ZIP or PDF bundle
Unlike shared folders, you control exactly what clients send. Built for accountants, recruiters, agencies, consultants, and freelancers.
The problem
Files are scattered across email and chat.
Clients forget or send incomplete documents.
You waste time chasing and following up.
What this replaces
Send one request. Track what is in and what is missing.
How it works
Ask for what you need. Send the link. Track what comes in.
Step 01
Start a request with a title and basic details.
Step 02
List the files or documents you want.
Step 03
Share the link with your client.
Step 04
Track uploads and see what is missing.
Why FileTRX
List exactly which files you need from each client.
Clients upload files through one simple link, with no signup.
See what has been uploaded and what is missing.
See who still owes files so you know when to follow up.
Send one link and keep every requested file in one place.
Controlled links, clear progress, privacy pages clients can review.
Who is this for
Used by professionals who collect files from clients every day.
Collect documents without chasing clients.
Get everything before starting work.
Make onboarding faster and clearer.
Request structured files without email chains.
Trust & control
One request. Clear progress. Simple controls clients can trust.
Each link is tied to one request.
See what is done and what is missing.
Clients upload without signing up.
Clients can review your privacy and legal pages.
Create your first request before the next follow-up email. No setup. No complexity. Just send a link.