FileStride

FileStride document collection software streamlines your document request and collection workflow for documents gathering, reminders, team collaboration, file access control and alerts.

FileStride automates document gathering and reporting. Industries served include banking, accounting, valuation, and M&A advisory.

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
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.

FileStride:
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.

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.
Request items for templated lists.
Review incoming files from your client
Repeat with requests
https://www.filestride.com.