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Powerful Features

Everything you need to collect documents

Powerful features designed to make document collection effortless for you and your clients.

50+
File Types
99.9%
Uptime
24/7
Support
256-bit
Encryption
Request Builder
File Upload Field
PDF, JPG, PNG accepted
Text Field
Client name, address, etc.
Date Field
Due dates, birth dates, etc.
Live Preview
Client View:
Upload Tax Documents
Full Name
Tax Year

Build requests in minutes

Our intuitive drag-and-drop builder makes it easy to create professional document requests. No technical skills required.

Lightning Fast
Create requests in under 2 minutes
Smart Validation
Automatic file type checking
Custom Branding
Match your company style
50+ Templates
Industry-specific starters
Core Features

Powerful tools for every need

From simple file uploads to complex workflows, we've got everything covered.

Document Builder
Request Builder
Core Feature

Drag-and-drop interface to create custom document requests. Add file upload fields, text inputs, dates, and more.

Key Capabilities:

Multiple file types supported
Custom field validation
Conditional logic
File size limits
Templates
Templates
Core Feature

Pre-built templates for common use cases. Save time with industry-specific document collection forms.

Key Capabilities:

Tax document collection
KYC/AML compliance
Loan applications
Custom templates
Notifications
Auto Reminders
Core Feature

Automated email reminders ensure nothing falls through the cracks. Customize timing and messaging.

Key Capabilities:

Customizable schedules
Personalized messages
Escalation workflows
SMS notifications
Database
File & Data Fields
Core Feature

Collect both files and structured data in one place. Text fields, dropdowns, checkboxes, and more.

Key Capabilities:

Rich field types
Data validation
Required fields
Export to CSV/PDF
Dashboard
Dashboard
Core Feature

Real-time overview of all your document requests. Track progress, view submissions, and manage workflows.

Key Capabilities:

Real-time updates
Progress tracking
Bulk actions
Advanced filtering
Integrations
Integrations
Core Feature

Connect with your existing tools. Sync data to your CRM, accounting software, or cloud storage.

Key Capabilities:

Zapier integration
API access
Webhook support
Cloud storage sync
Additional Features

Even more to love

Discover additional features that make Fylebox the complete document collection solution.

Globe

Multi-language Support

Support for 25+ languages with automatic translation

Smartphone

Mobile Optimized

Perfect experience on all devices and screen sizes

Cloud

Cloud Storage

Secure cloud storage with automatic backups

Workflow

Workflow Automation

Automate repetitive tasks and approval processes

Search

Advanced Search

Find documents and data with powerful search filters

Chat

Real-time Chat

Built-in messaging for client communication

Industry Solutions

Built for your industry

Specialized features and templates designed for specific industries and use cases.

Accounting Firms
Specialized

Tax document collection, client onboarding, and compliance

Key Features:

Tax season automation
Client portals
Compliance tracking
Legal Practices
Specialized

Case file management, client intake, and document review

Key Features:

Case management
Client intake forms
Document review
Financial Services
Specialized

KYC/AML compliance, loan applications, and client verification

Key Features:

KYC automation
Risk assessment
Compliance reporting
Educational Institutions
Specialized

Student applications, enrollment documents, and academic records

Key Features:

Application processing
Document verification
Student portals
White-label Options
Pro Feature

Customize the look and feel to match your brand. Your clients will see your logo, colors, and domain—creating a seamless experience that reinforces your brand at every touchpoint.

Branding Options:

  • Custom logo & colors
  • Your domain name
  • Custom fonts & styling
  • Remove Fylebox branding

Advanced Features:

  • Custom email templates
  • Branded notifications
  • Custom success pages
  • White-label mobile app
YB

Your Brand Portal

yourcompany.com/documents

Upload Documents
Security & Compliance

Built with security in mind

Enterprise-grade security features to protect your sensitive documents and ensure compliance.

Encryption

256-bit Encryption

Bank-grade encryption for all data

SOC 2
Access Control

Access Control

Role-based permissions and 2FA

ISO 27001
Auto Expiry

Auto Expiry

Automatic file deletion after set time

GDPR
GDPR Compliant

GDPR Compliant

Full compliance with data regulations

HIPAA
Ready to Get Started?

Ready to try these features?

Start your free trial today and see how Fylebox can transform your document collection process.

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14-day free trial
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