FileStride - Data collection, request workflow, and storage
FileStride document collection software streamlines your document request and collection workflow for documents gathering, reminders, team collaboration, file access control and alerts. We’ve made it easy to request, track, and store documents all with a single tool. Your request list is not just a checklist - it’s a live tracking document that is always up to date because your clients attach their files directly to it.​​
Signup for a free account in FileStride. You'll have unlimited free access to the application for 14 days. No credit card is required for signup.
Stop Chasing Client Documents
Streamline document collection, request workflow and onboarding customers
FileStride allows you and your customers to exchange information with zero friction so that you can reduce chasing customer documents and recover valuable time.
Simplify Data Collection
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Streamline document collection, request workflow and onboarding customers
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Stop chasing client documents.
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No more managing checklists, searching for files in emails, or waiting on updates from other parties.
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Just create your document requests and let FileStride do the work for you. perfect for bookkeeping file retrieval and client onboarding
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Allows you and your customers to exchange information with zero friction so that you can reduce credit exceptions and recover valuable time.
Automate Document Collection
Why FileStride?
We're the digital document collection solution you've been waiting for.
We make it easy to automate your document collection. No more managing checklists, searching for files in emails, or waiting on updates from other parties. Just create your requests and let FileStride do the work for you.
How it works
FileStride combines checklists with cloud storage to help you communicate and monitor your document requests and gathering.
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All it takes to get started:
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​Request items by creating projects for one-off items or templated lists.
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Review incoming files from your client and mark items as satisfied or complete.
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Repeat with automatically recurring requests and reminders.
Who it's for
FileStride is a solution for individuals, teams, and banks that need a better way to request information. We've facilitated thousands of customer relationships and transactions with teams in banking, accounting, consulting, and advisory services, just to name a few.
The Workspace view in FileStride gives you a holistic overview of what you have, what you need, and where your customer stands.
Get a quick pulse check on where your projects stand with the Dashboard view in FileStride.
The Workspace view in FileStride gives you a holistic overview of what you have, what you need, and where your customer stands.
FEATURES
Get back to the work you actually want to do.
Know what you have,
know what you need
Create recurring requests with status indicators, reports and automatic nudges that keep everybody in the know.
Many ways in,
password optional
Customers have the option to send files through email or a login-less portal. Either way, we get the files where they need to go.
Built to empower bankers, document management teams
Track and monitor documents for financial reporting, covenants, and certificates, and identify pockets of risk and non-compliance.
Structured for you and
your team
Add your colleagues with a single click, and manage access permissions so the whole team can get the job done.
We've facilitated over 1,000,000 file interactions...and counting.
