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Customers

FileStride document collection software helped many customers to automate document collection and workflow for documents gathering, reminders, team collaboration, file access control and alerts.
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FileStride serves customers in industries including:
  • Banking
  • Financial institutions
  • M&A valuation firms
  • Business brokers
  • Commercial real estate lenders
  • Mortgage lenders and brokers
  • Accountants
  • Financial advisors
  • Lawyers
  • Insurance brokers
  • Construction industry
  • Education
  • HR onboarding
  • Vendor/Supplier onboarding
  • And more 

Trusted by industry leaders

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FileStride document collection software streamlines your document request and collection workflow for documents gathering, reminders, team collaboration, file access control and alerts.
 
  • Streamline document collection, request workflow and onboarding customers
  • Stop Chasing Client Documents. 
  • No more managing checklists, searching for files in emails, or waiting on updates from other parties.
  • Just create your document requests and let FileStride do the work for you. perfect for bookkeeping file retrieval and client onboarding
  • Allows you and your customers to exchange information with zero friction so that you can reduce credit exceptions and recover valuable time. 

Testimonials

Seth J.

"FileStride has saved us tremendous time and effort by getting exactly the information we need."

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