FileThis previews Document Portal for Accountants, CPAs, Bookkeepers, Tax Professionals and Financial Advisors.

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At the 2014 California Accounting & Business Show, FileThis, previewed a new cloud-based service that will forever change the way accounting firms, tax and financial professionals connect with their clients. FileThis for Professional Services dramatically reduces time and effort clients have to spend to stay on top of their financial, transactional and tax-related documents. As the new service automatically gathers and organizes documents for consumers and small businesses, it finally ends the time-consuming and expensive chase after clients for missing documents once and for all. FileThis gives Accountants, CPAs, Bookkeepers, Tax Professionals and Financial Planners a cloud-based and branded portal with bank-level end-to-end security that let’s them access any shared client document when they need it.

The award-winning FileThis services works like a personal assistant that automatically collects and organizes a consumer’s or small businesses bills, statements, and online documents in an easy to use cloud-based filing cabinet. What distinguishes FileThis from other cloud based document sharing services and document management portals is FileThis’ ability to connect to hundreds of financial institutions such as banks, brokerages, retirement funds, wealth management services and payroll providers and automatically downloads bills, statements and online documents including annual tax documents when they become available.

FileThis for Professional Services offers two components:

  • An easy-to-use, branded, and secure web application for clients to fetch, upload, access, view and share their documents. FileThis automatically classifies new documents and makes them fully text searchable. Clients get email notifications for each new statement, bill or other online document.
  • A web console for the Professional Service to invite and manage their clients. The app allows Tax and Finance Professionals to communicate with their clients, and directly and securely access documents that have been shared.

FileThis for Professional Services will be available in Summer 2014. Accountants, CPAs, Bookkeepers, Tax Professionals and Financial Advisors who are interesting in previewing FileThis for Professional Services before it becomes officially available can register here. The preview is invite-only and participation in the preview is not guaranteed.