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
Accelerate document-driven workflows
Imagine if you could automatically provide lenders with client banking statements, W2s and other required documents.
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.
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.
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.
Facilitate comprehensive financial planning and account transfers while reducing administrative work for everyone.
Wealth Management
Simplicity
No more hunting for documents
No more manual uploads
Efficiency
Minimize administrative follow up
Eliminate costly delays
Growth
More time for client activities
More business scalability
Add Document Aggregation to your financial application platform
Trusted By
–The Best
