Eliminate time-consuming document submissions


Your platform can now automatically fetch and aggregate
Tax Returns, W2s, 1099s, bank statements, credit card bills and other financial documents.

Document workflows are broken

Clients must organize and upload billing, financial, and tax statements – tedious work that often leads to frustration and costly delays.

It’s time to make things easier

Less work for clients. More productivity for everyone.


The FileThis Document Aggregation Service is Here!

Seamless document aggregation for your platform

customers

Customer Accounts



FileThis

customers

Your Platform

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How It Works

Accelerate document-driven workflows

Imagine if you could automatically provide lenders with client banking statements, W2s and other required documents.

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Increase loan volume while reducing expensive administrative activities and costly time delays.

Mortgage and Loan Applications

Imagine if you could automatically connect accountants with client tax documents.

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Manage the time compression needed during tax season and increase the number of tax returns prepared.

Tax Preparation

Imagine if bookkeepers had supporting statements instantly available for review.

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No more waiting for clients. Reconciliation and auditing just got easier.

Client Accounting

Imagine if you could provide clients with a 360° view of internal and external accounts.

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Facilitate comprehensive financial planning and account transfers while reducing administrative work for everyone.

Wealth Management

A FUTURE WITHOUT HASSLE


Sync up with the FinTech paperless future

I NEED A DEMO

customers

Simplicity

No more hunting for documents

No more manual uploads

advocates

Efficiency

Minimize administrative follow up

Eliminate costly delays

professionals

Growth

More time for client activities

More business scalability

Add Document Aggregation to your financial application platform

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“imagination is more important than knowledge”

-Albert Einstein

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How can this work for you?

Find out how!

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