Built for your industry
Fylebox serves teams across industries with specialized templates and workflows designed for your specific needs.
Streamline tax season and client onboarding with automated document collection. Perfect for CPAs, bookkeepers, and tax professionals.
Key Features:
- Tax document templates
- Bank statement collection
- Receipt organization
- Client questionnaires
"We reduced our tax prep time by 40% and clients love how easy it is to submit their documents."
Sarah Chen, CPA
Collect case documents, client intake forms, and legal paperwork securely. Built for attorneys, paralegals, and legal support staff.
Key Features:
- Client intake forms
- Case document collection
- Secure file sharing
- Compliance tracking
"Our clients appreciate the professional portal and we save hours on document follow-up."
Michael Rodriguez, Partner
Accelerate loan processing with KYC/AML compliant document collection. Designed for mortgage brokers, lenders, and financial advisors.
Key Features:
- KYC/AML templates
- Income verification
- Asset documentation
- Compliance reporting
"Loan processing is 60% faster and we're fully compliant with all regulations."
Jennifer Park, Loan Officer
Collect brand assets, project requirements, and client approvals efficiently. Perfect for creative agencies, consultants, and freelancers.
Key Features:
- Brand asset collection
- Project briefs
- Client approvals
- Creative reviews
"Project kickoffs are smoother and we get all the assets we need upfront."
David Kim, Creative Director
Simplify student admissions, enrollment, and document verification. Built for universities, colleges, and educational institutions.
Key Features:
- Application documents
- Transcript collection
- Financial aid forms
- Student verification
"Admissions processing is more efficient and students find it much easier to submit documents."
Dr. Lisa Thompson, Registrar
Features that work across all industries
While each industry has unique needs, these core features make Fylebox powerful for any document collection workflow.
Industry Templates
Pre-built templates for common use cases in your industry, ready to customize and deploy.
Compliance Ready
Built-in security and compliance features to meet industry regulations and standards.
White-Label Portal
Customize the portal with your branding to maintain a professional client experience.
Ready to transform your document collection?
Join teams in your industry who are already saving time and improving client experience with Fylebox.