Secure client files
Keep documents and communications together in web-based client files, with encrypted AWS cloud storage.
Free for one userNo fixed expiry
Get documents e-signed.Without the hassle.
FilesIT brings client records, Actions, Calendar, email management and integrations together—with ClientHub for document e-signing, forms and secure client exchange.
Start with one user free. ClientHub and secure storage are included, and no Microsoft 365 connection is required.
Need more storage or additional users? Upgrade when you’re ready.
SecureAlex MorganPersonal tax return · 2025/26
ActiveDocuments received3 files added securely
Tax return ready to signAwaiting Alex Morgan
WaitingInformation formCompleted online
Secure AWS cloud storage Signing certificate included One organised client record
E-signing pack2 of 3 complete
Engagement letter.pdfPrepared today at 10:42
AM
Alex MorganSigned · 10:51
SignedTM
Taylor MorganSigned · 11:08
SignedJP
Your countersignatureReady for you
WaitingCertificate & audit trailAutomatically filed when complete
Document e-signing
A complete e-signing workflow
Send documents for electronic signature and let ClientHub handle the process. Multiple signatories, countersignatures and Live Witness support help you manage more complex e-signing requirements.
Completed e-signed documents are filed automatically.
Every e-signing includes a certificate and audit trail.
Keep the whole process attached to the right client.
Two-way client portal
Give every client a secure portal
Exchange documents and messages in both directions. Collect information through online forms. Give clients a convenient place to find the documents you share with them.
No passwords. No setup for clients.Less searching through inboxes.
Less downloading and manual filing.
AM
Alex MorganSecure conversation
OnlineTax return 2025–26.pdfReady to review · 1.8 MB
Write a secure message…
Built-in PDF tools
Create the forms your practice needs
Build your own fillable PDF forms with the onboard wizard, or prepare documents such as 64-8 and TR-8 forms with signing fields in the correct places.
64-8
Authorising your agentClient details and authority
Full nameAlex Morgan
Date09 / 09 / 2026
Signature
One connected workspace
More than signing and a portal
Your free account also brings together the tools to organise your client work. These features are available whether or not you connect Microsoft 365.
AI integration
Use integrated AI tools to help with client work. AI is included subject to the monthly usage allowance shown in your account; it is not unlimited.
Any increased allowance or separately chargeable AI service is agreed before activation.Work Management
Organise jobs, tasks and follow-ups alongside the client information you need to complete them.
Additional Data screens
Create the extra sections and fields your practice needs for organisations, individuals, companies and work records.
Build, preview and publish your own layouts without changing the core client record.Optional Microsoft 365 connection
Use Microsoft 365?
Let your emails file themselves.
Connect a supported Microsoft 365 Business account to add automatic filing of incoming and sent emails into your client files.
Your emails and attachments sit alongside e-signed documents, forms and portal communications—giving you a more complete client record.
Microsoft 365 is optional. Document e-signing, the portal, secure files, Additional Data, AI tools and Work Management work without it.
Signed engagement letter
RE: 2025–26 tax return
Automatically filed
Documents for your tax returnFrom Alex Morgan · Today, 10:31
Alex Morgan
Personal tax return · 2025/26
Personal tax return · 2025/26
Automatic email management
Capture incoming and sent Outlook emails, file them to the right client record and keep attachments with the conversation.
Outlook calendar sync
Synchronise FilesIT events with Outlook Calendar so appointments and client work stay aligned.
Microsoft Teams invitations
Create Teams meeting invitations with attendee details and join links from your FilesIT calendar events.
Account eligibility: Microsoft 365 Business accounts are supported. If you use a personal Microsoft account, ask FilesIT to confirm compatibility before setup.
Accounting and company data
Bring your client contacts with you
Connect the systems you already use and bring client information into FilesIT, reducing re-keying and helping you get started faster.
For UK practices Search Companies House, import official details and refresh the company information held with the client record.
Xero
Synchronise contacts with FilesIT and keep client details aligned.
QuickBooks
Import customer contacts and reduce duplicate data entry.
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Sage
Bring Sage contacts into your organised FilesIT client records.
CSV imports
Import contacts and work in bulk using downloadable CSV templates, without re-keying each record individually.
UK company data
Search and import UK companies, then refresh official profile data, previous filing history, directors, active officers and people with significant control.
View registered-office details, key filing dates, charges and insolvency warnings from the client record.Start free. Upgrade as you grow.
Everything you need to start with your next client
No stripped-back trial and no fixed expiry. Start with the full Solo User account and add storage or colleagues when the time is right.
1
One free Solo User account is available per business or legal entity. Additional staff users require a paid subscription.
Training, setup assistance and consultancy are available by agreement. Any charges are agreed before work begins.
Solo UserFree for life
£0No monthly fee
Document e-signing and a two-way client portal
One staff user
Secure, upgradeable storage
Web-based client files
AI integration and Work Management
Configurable Additional Data screens
Optional Microsoft 365 email filing
Email support for technical issues
Ready when you are
Give clients an easier way to work with you.
Start with your next document. Discover how much simpler the rest can be.
The free lifetime licence has no fixed expiry while FilesIT remains available, subject to our terms. Accounts that reach their storage limit and have no logins for six continuous months may be deleted following advance notice. Optional upgrades and additional services may be chargeable.
View full terms and conditions