Clear requests. Simple sharing.

Stop chasing clients for files. Send one link and get everything.

Collect the files you need and send completed work back, using simple links your clients can open without an account.

Request files Send files
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No signup required for clients Request and send on Free Sign in to manage your exchanges

This is what your client sees

Quarter-End Tax Documents

Oak Ledger • Client upload link

2 missing

  • Photo ID

    Required

    Uploaded

  • Bank statements

    Last 3 months

    Pending

  • Expense receipts

    ZIP or PDF bundle

    Pending
Progress 1 of 3 complete

Unlike shared folders, you control exactly what clients send. Built for accountants, recruiters, agencies, consultants, and freelancers.

Files in. Work back.

Request what you need. Send what is ready.

Collect client documents for a project, then share the finished files. Two clear actions in one workspace.

Request files

Need documents from a client? Create a checklist, share your upload link and see what is still missing.

For onboarding documents, statements, briefs and project assets.

Create a request How requesting works

Send files

Already have files to share? Upload them, then email a download link or copy the link to share yourself.

For completed reports, designs and other client deliverables.

Send files How sending works

Sign in to create or manage either type of exchange. Your clients do not need an account. Anyone holding a valid delivery link can download its files.

Compare sending and requesting allowances

The problem

Files end up across email, chat, and shared folders

Scattered files

Files are scattered across email and chat.

Incomplete submissions

Clients forget or send incomplete documents.

Wasted time

You waste time chasing and following up.

What this replaces

Get all client files in one place

Send one request. Track what is in and what is missing.

Email attachments Shared folders Chat messages Repeated follow-up One FileTRX link

How it works

Set up your first request

Ask for what you need. Send the link. Track what comes in.

Learn how to request files from clients

  1. Step 01

    Create your request

    Start a request with a title and basic details.

  2. Step 02

    Add what you need

    List the files or documents you want.

  3. Step 03

    Send the link

    Share the link with your client.

  4. Step 04

    Receive files

    Track uploads and see what is missing.

Why FileTRX

Everything you need, nothing you don't

Structured requests

List exactly which files you need from each client.

Client-friendly uploads

Clients upload files through one simple link, with no signup.

Full visibility

See what has been uploaded and what is missing.

Pro

Automated follow-up

See who still owes files so you know when to follow up.

Simple by design

Send one link and keep every requested file in one place.

Built for trust

Controlled links, clear progress, privacy pages clients can review.

Who is this for

Built for teams that collect files from clients

For professionals who need client documents and share completed work.

Accountants

Collect documents without chasing clients.

Freelancers

Get everything before starting work.

Agencies

Make onboarding faster and clearer.

Consultants & recruiters

Request structured files without email chains.

Trust & control

Control what clients send and track what is missing

One request. Clear progress. Simple controls clients can trust.

Controlled request links

Each link is tied to one request.

Clear progress tracking

See what is done and what is missing.

No client account required

Clients upload without signing up.

Privacy and trust pages

Clients can review your privacy and legal pages.

Ready to simplify your next file exchange?

Request the documents you need, or send files that are ready to share.

Create your first request Send files
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