FAQ
Who is FilesDue for?
Accountants, bookkeepers, lawyers, architects, and similar professionals who collect documents from clients.
Can I use it for medical records?
No. FilesDue is not designed for PHI or HIPAA-covered use. Do not upload medical records.
Do clients need an account?
No. They open one link and upload on mobile or desktop.
How do reminders work?
Day 2, 5, and 9 after the request is created, then weekly until complete or due. Clients and pros can pause reminders.
What happens to files after the job is done?
By default, files are purged 90 days after completion. You can set 30, 60, 90, or 180 days.
Is there a free trial?
Yes — 14 days, no credit card.