Fileful

Everything you need to close the month.

One clear request for your client. One view of what is still missing for you.

Try it here. No account needed.

A month-end checklist. Ready to use.

Make it yours, then copy or print it. Save it when you want private uploads and recurring requests.

$29/month for the workspace14 days free. No card required.

Month-end request builderFictional example · change any value
Items requested5
Received0
Reviewed0

Items to collect

A focused request tool for small practices. It does not replace your practice-management system. Files are limited to 5 MB each.

FilefulExample · editable

September requests

Cedar Books · 2026-09 · due Nov 3, 2026

Items requested5
Received0
Reviewed0
  • Bank statement
  • Sales summary
  • Expense receipts
  • Payroll summary
  • QuestionsOptional

A focused request tool for small practices. It does not replace your practice-management system. Files are limited to 5 MB each.

One request. A clear way to finish it.

Clients see exactly what is missing and submit through a private link. You review each item in the same place.

  1. 01

    Ask once, clearly

    Choose the items and due date for this month.

  2. 02

    Send a private link

    Clients upload or answer without creating an account.

  3. 03

    Review and repeat

    Approve each item and prepare next month’s pack.

One clear price.

Try the full workspace for 14 days.
Subscribe only when it earns its place.

Your trial ends without a charge. You can read and export your saved work after the trial.

$29/ month
  • Up to 500 active requests
  • Private, account-free client uploads
  • Item-level review and monthly repeats
  • Optional client reminders
Start freeCancel renewal from your account. Applicable taxes may apply.