Powerful features for modern teams

Everything you need for effortless document collection

Built for professionals who value their time. Collect, organize, and manage client documents with ease.

Drag & Drop Form Builder

Create professional document request forms in minutes with our intuitive builder. Add file uploads, text fields, checkboxes, e-signatures, and more.

  • No coding required
  • Save templates for reuse
  • Conditional logic
  • Custom validation rules
Form Builder

Fields

Text
Email
File Upload
Date
Number
Select
Full Name *
Enter full name...
Email Address *
name@example.com
Upload Tax Documents
Drop files or click to upload

Smart Request Delivery

Send branded document requests via email with personalized messages. Track opens, clicks, and submissions in real-time.

  • Bulk send to multiple recipients
  • Personalized email templates
  • Schedule future sends
  • Track delivery status
Email Preview
To:sarah@clientco.com
Subject:Action Required: 2024 Tax Documents
Acme Accounting

Hi Sarah, we need the following documents for your 2024 tax filing. Please submit them at your earliest convenience.

Submit Documents →
Delivered
Opened
Clicked

Automated Reminders

Set it and forget it. Configure automatic follow-up emails to ensure documents arrive on time without manual chasing.

  • Customizable reminder schedules
  • Smart reminder timing
  • Stop reminders on completion
  • Escalation notifications
Reminder Schedule
sarah@clientco.comIn Progress
Day 1·Initial Request Sent
Jan 15, 9:00 AM Sent
Day 3·First Reminder
Jan 17, 9:00 AM Sent
Day 7·Final Reminder
Jan 21, 9:00 AM Scheduled

Enterprise Security

256-bit SSL encryption, SOC 2 compliance, and secure file storage. Your clients' sensitive data is always protected.

  • 256-bit encryption
  • SOC 2 Type II certified
  • GDPR compliant
  • Data residency options
Security Status

All Systems Secure

Last audit: 2 hours ago

SOC 2
Type II
GDPR
Compliant
SSL
256-bit
Encryption at rest
Encryption in transit
Access logging enabled

Real-Time Analytics

Get instant visibility into your document collection process. Track completion rates, response times, and team performance.

  • Live dashboard updates
  • Completion rate tracking
  • Response time metrics
  • Export reports
Analytics

87%

Completion

+12%

142

Submitted

+24

1.2d

Avg. Time

-0.5d
Submissions This WeekLast 5 days
Mon
Tue
Wed
Thu
Fri

Team Collaboration

Invite your team with role-based permissions. Assign requests, share templates, and collaborate on client documents.

  • Role-based access control
  • Team activity logs
  • Request assignment
  • Shared template library
Team
Members
SK

Sarah Kim

Owner
JC

James Chen

Admin
LP

Lisa Park

Member
Recent Activity

Sarah approved submission from Client A

James sent 3 requests to Tax Group

Lisa uploaded template W-9 Form

And much more

Packed with powerful features

FileMop is designed to make document collection effortless from start to finish.

Organized Storage

Auto-organized by client and request

Mobile Friendly

Upload from any device

Template Library

Pre-built industry templates

Instant Notifications

Email, browser, or Slack alerts

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document collection?

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