Automation
Effortless Workflows
Reminders for missing tax documents send themselves, client replies file themselves, and engagement letters fill in from the Client File. Your staff spends tax season on the returns, not the follow-up.
The secure, branded client portal for accounting and tax firms.
Give your clients one secure, branded place to upload tax documents, sign engagement letters and answer your questions, instead of sending sensitive files by email. Every upload lands in the correct Client File, so your team always knows what is still missing.
Schedule a 15 Minute CallFileButler is not accounting or tax software. It works alongside the tools your firm already uses and handles everything around them: collecting documents, getting signatures, reminding clients and keeping the conversation in one place. Live in minutes.
No contract. Cancel anytime.
Your Client Portal
yourcompany.filebutler.io
52
Client Files
14
Signatures pending
97%
Completed
- DReviewed
Documents received
Client uploaded W-2 and 1099 forms to their 2026 Client File
- SSigned
E-Signature completed
2026 engagement letter signed with Certificate of Completion
- TSent
Template sent
Tax Year and Engagement Fee filled in automatically
One portal for every engagement.
Uploads, messages, signatures and checklists stay connected to the right Client File.
Tax Document UploadsSmart RemindersClient MessagingEngagement Letter TemplatesWhite-Label BrandingElectronic Signatures100 GB Secure Storage
The Problem
Tax documents should not live across five inboxes.
W-2s by email, 1099s by text message, engagement letters through a separate signing service and reminders from memory: that is how documents go missing and returns stall at the deadline. FileButler gives your firm and your clients one professional place to exchange documents, sign agreements, communicate securely and keep a clean, documented record.
Replace the scattered chase with one documented workflow.
Before FileButler
Tax documents as email attachments, third-party signing links, shared drives, sticky-note reminders and repeated follow-up calls in March.
With FileButler
A secure Client File for every engagement, a starter tax document checklist, engagement letter templates, electronic signatures, portal messaging and reminders in one branded workspace.
Missing documents
Request sent for Form 1099-B
Engagement letter
Signed with Certificate of Completion
Client message
Question about estimated payments logged
Portal email reply
Auto-filed to the 2026 Client File
Built for real workflow
Not just storage. A complete client communication workspace.
Your firm manages document requests, engagement letters, signatures, messages, portal email, reminders and client status from one branded portal. Clients see exactly what is still needed. Partners keep oversight. Every step stays documented.
Control
Every File, One Place
Documents, signatures, messages and notes for each engagement meet in a single Client File, with permission-based access deciding exactly who sees what.
Core Features
Everything your firm needs to collect client documents under your own brand.
FileButler handles the client-facing work that usually gets scattered across email attachments, signing links, shared drives and follow-up phone calls during tax season.
Documents & client files
Secure file storage and sharing
Collect, store, review and share client documents in organized folders with 100 GB included per license, encrypted at rest and in transit.
Client Files and engagement tracking
Keep every client and every engagement organized from the first upload through filing, with status tracking, document categories and internal notes.
Signatures & templates
E-Signatures with Certificate of Completion
Send agreements, engagement letters and consent forms for electronic signature. FileButler generates a Certificate of Completion documenting the signing sequence, timestamps and signer identity.
Document templates with merge fields
Save reusable engagement letters, organizers, questionnaires and consent forms as templates, with merge fields such as Tax Year, Entity Type and Engagement Fee that fill in from the Client File.
Communication & follow-up
Two-way portal email with auto-filing
Notifications go out from the portal. Client replies come back into the portal and file themselves to the right client folder automatically, so the paper trail stays complete without extra work.
Secure client and staff messaging
Every conversation stays tied to the right client folder. No lost threads, no searching a separate inbox to understand what was said.
Smart reminders
Request missing W-2s and 1099s, follow up on unsigned engagement letters and nudge stalled files. Reminders send on the schedule you choose and log to the Client File.
Control & branding
Permission-based staff access
Admins control what each staff member can see and do, from messaging and emailing to viewing client information and signing authority.
White-label branding
Upload your logo and company name, choose a branded portal URL, and the portal looks like it belongs to your business, not the software vendor's.
Calendar
Never miss a deadline
Every deadline lives on one calendar and stays tied to the client folder it belongs to. Alarms and email reminders tell the right person before the date arrives.
Calendar views and Deadlines This Week
See your deadlines on the calendar, and check the Deadlines This Week list to know exactly what is due now.
Alarms and email reminders
Set an alarm and an email reminder on a deadline, so the people responsible hear about it ahead of time.
Deadlines tied to a folder
Link a deadline to a client folder, and it stays connected to the files, messages and notes it relates to.
Assigned and prioritized
Assign each deadline to a team member and set its priority, so everyone knows what is theirs and what comes first.
Color-coded topics
Give each topic its own color, so different kinds of work are easy to tell apart on the calendar.
Repeating deadlines and private items
Set a deadline to repeat, and it comes back on schedule without being entered again. Mark an item private when it is not meant for the rest of the team.
Client email that files itself
Your clients email one intake address, and FileButler files each message and its attachments into the correct client folder automatically. Junk filtering keeps spam out, so your team only sees real client mail.
Automatic filing
Each message and its attachments land in the matching client folder, with no copying, forwarding or downloading.
Unmatched mail goes to the Inbox
When a message cannot be matched to a client, it waits in the Inbox until your team assigns it to the correct folder.
Inbox, Junk and Blocked
Mail is sorted into Inbox, Junk and Blocked, so real client mail stays separate from everything else.
Block a sender
Block a sender once, and mail from that address stays out of your Inbox from then on.
Full details on every email
Open any email to see its full details, including the sender, the date, the message and its attachments.
Notifications
Your team is notified when new client mail arrives, so nothing sits unread.
The Accounting pack
Ready for tax season on day one.
Turn on the Accounting / Certified Public Accountant / Tax Services pack in Settings and your portal speaks your firm's language. The starter checklist, merge fields and wording below are yours to edit, rename or remove at any time.
Starter tax document checklist
Clients see what to upload. Your team sees what is still missing.
- Signed Engagement Letter
- Prior Year Tax Return
- Government-Issued Identification
- Wage Statements (Form W-2)
- Income Statements (Form 1099)
- Brokerage Statements
- Mortgage Interest Statement (Form 1098)
- Charitable Contribution Receipts
- Business Income and Expense Records
- Estimated Tax Payment Records
- Bank Statements
- Signed Electronic Filing Authorization (Form 8879)
Merge fields for your templates
Type it once in the Client File. It fills in every engagement letter and form that uses it.
Tax YearEntity TypeReturn TypeFiling StatusExtension FiledExtended DeadlinePreparerEngagement FeeBalance DueRefund Amount
Words your clients recognize
- Engagement
- each piece of work
- Client File
- where everything is kept
- Client
- the people you serve
- Firm
- your organization
- Tax Filing Deadline
- the key date on every file
How it works
Launch your client portal in three steps.
Your team gets the structure. Your clients get a simple place to respond. Everyone gets fewer loose ends.
1 Brand your workspace
Add your company name, logo and branded subdomain so the portal looks and feels like your business from the first login.
2 Set up folders and templates
Turn on the Accounting pack, create Client Files, and save the engagement letters and organizers you send every season.
3 Invite clients and staff
Clients upload their tax documents, sign engagement letters and answer your questions. Staff work from the permissions a partner approves.
Walkthrough
See how FileButler works in under five minutes.
See how FileButler helps businesses collect documents, send electronic signatures, use document templates with merge fields, message clients, and keep every client file organized in one secure branded portal.
Read the walkthrough overview
Welcome
Welcome to FileButler. In this walkthrough, you will see how your branded client portal helps your team collect documents, exchange messages, send electronic signatures, use document templates with editable merge fields, and keep every client file organized in one secure location under your own brand.
One portal, two perspectives
The FileButler platform supports both sides of the portal. Your admin team works from one view, while each client sees a separate, limited view built around their own files. Role-based access controls sit between the two. Staff members see the clients assigned to them, and permissions control messaging, status changes, notes, account access and staff visibility.
Every client gets their own branded front door
Each client reaches the portal through a branded URL that looks like it belongs to your company. The login screen displays your logo, email and password fields, and a secure two-factor authentication step before any private information is shown. There are no shared passwords and no generic entry points.
Documents, messages, signatures, all in one file
Inside each client folder, you and your client see the details that matter most: uploaded documents, message history, signed agreements, status updates and completed work. Documents include version tracking. E-signature envelopes attach directly to the file with their Certificate of Completion. Everything stays together, connected to the correct client, and searchable when you need it later.
Document templates with editable merge fields
FileButler lets your team save reusable document templates - engagement letters, questionnaires, consent forms, agreements, invoices, deliverable packets, whatever your business sends most - with editable merge fields that automatically fill from the client record. Change the client name, address, matter number or any other field once, and every place it appears updates. Send the completed template through the portal for review, e-signature or download.
Two-way portal email with auto-filing
Portal email is bidirectional. When a client responds to a message or notification email, the reply lands back inside the portal, filed to the correct client folder. Your team does not have to remember to copy an inbox thread into the file - the file collects it automatically. The paper trail stays complete without extra work.
E-signatures with Certificate of Completion
Send agreements, engagement letters, consent forms or any document for electronic signature directly from the portal. When the signer completes it, FileButler generates a Certificate of Completion documenting the signing sequence, timestamps and signer identity data. The signed document and its certificate are stored in the client folder alongside the rest of the file.
Ready to put this to work?
FileButler is built for businesses that need a professional, secure, white-labeled place for clients to upload documents, communicate with your team, sign agreements and receive completed work. Upload your logo and company information, and the portal is branded for your business. Your first client can be live within minutes, with no engineering or IT department required.
Who it's for
For firms that collect confidential financial documents.
Certified public accountants, tax preparers, enrolled agents and bookkeepers. If your clients send you tax and financial documents every year, FileButler gives you a branded portal to receive them.
- Certified public accountant firms
- Tax preparation offices
- Enrolled agents
- Bookkeeping practices
- Solo tax practitioners
- Payroll and small business advisors
Security and trust
Built for businesses that handle confidential client files.
FileButler gives your team a more controlled way to manage client documents, signatures and communication than scattered email attachments, third-party signing links and shared drives.
Two-factor authentication
Help protect account access with verification built into the sign-in process.
Encrypted storage
Store sensitive files in a protected document environment built for client work.
Access controls
Assign staff access by role and permission so each person sees the work they are approved to handle.
Certificate of Completion
Every e-signature generates a certificate documenting signing sequence, timestamps and signer identity.
Audit-ready activity log
Every upload, download, message, signature and status change is logged to the client folder.
Secure Stripe billing
Subscriptions and promo codes are processed through Stripe at checkout.
About the Founder
Built from years of client document workflow experience.
FileButler was created by the founder of ClaimWrit, a demand-letter writing company serving the personal injury industry. FileButler brings the same portal architecture to a broader audience: accountants, adjusters, mortgage and title teams, property managers, consultants and any business that needs a branded, secure way to exchange documents, send electronic signatures and keep client communication organized.
ClaimWrit and FileButler are related through common ownership.
Connect with the founder on LinkedInPricing
Simple, transparent pricing.
Start with a 14-day free trial on the monthly plan, or pay annually and get the equivalent of one month free. Every plan includes every feature.
Special Offer
2 weeks free on the monthly plan
or1 month free on the annual plan
Choose your plan below to get started.
FileButler Monthly
Secure branded client portal for small and growing teams.
$39.95/month
Try it free for 14 days. Then $39.95 per month. No contract. Cancel anytime.
FileButler Annual
Pay yearly and get the equivalent of one month free.
$439.45/year
One month free versus paying monthly. No contract. Cancel before renewal.
Both plans include
- Unlimited client accounts and projects
- 100 GB secure document storage per license
- White-label branded subdomain
- E-signatures with Certificate of Completion
- Document templates with editable merge fields
- One intake address for client email, with automatic filing into the right folder and junk filtering
- Calendar with deadline alarms and email reminders
- Secure messaging and smart reminders
- Two-factor authentication, encrypted storage and priority support
- Desktop, iPhone, Android and browser access
FAQ
Questions accounting firms ask before they start.
Is FileButler accounting or tax software?
No. FileButler does not prepare returns, keep books or file anything with a taxing authority. It is the secure, branded portal your clients use to send you documents, sign engagement letters and message your firm, and it works alongside whatever accounting and tax software you already use.
What is the Accounting pack?
A one-click setup in Settings for accounting, certified public accountant and tax firms. It adds 10 merge fields (Tax Year, Entity Type, Return Type, Filing Status, Extension Filed, Extended Deadline, Preparer, Engagement Fee, Balance Due and Refund Amount), a starter checklist of 12 common tax documents, the Tax Filing Deadline as the key date, and wording your clients recognize, such as Engagement and Client File.
Can I change the document checklist?
Yes. The pack copies a starter checklist into your firm's own settings. You can add, rename, reorder or remove items at any time, and your changes never affect any other firm.
Can clients upload tax documents from their phone?
Yes. Clients can upload from a desktop, a phone or any browser, including photos of paper forms. Your staff can also upload, review and organize documents in the same Client File.
Can I send engagement letters for electronic signature?
Yes. Send engagement letters, consent forms and other documents for electronic signature directly from the portal. Each completed signature generates a Certificate of Completion documenting the signing sequence, timestamps and signer identity.
Can I send reminders for missing documents?
Yes. Reminders go out on the schedule you choose and are logged to the Client File, so you have a record of every request.
Can my staff have different permissions?
Yes. Partners and administrators assign permission-based access, so each staff member only sees and does what they are approved to handle.
Can the portal use my firm's name and logo?
Yes. FileButler includes white-label branding with your firm name, logo and a branded portal address.
How does pricing work?
One flat subscription of $39.95 per month, with a 14-day free trial on the monthly plan, or $439.45 per year. Every plan includes every feature, unlimited clients and 100 GB of secure storage per license. No contract.
What happens after I subscribe?
FileButler begins setting up your branded portal after checkout. You receive an email with your portal web address, login details and password setup instructions, and you can turn on the Accounting pack from Settings.
Contact
Contact us
Have a question about FileButler, or want to see how it would work for your business? Email us, call us directly, or schedule a 15 minute call.
Email us
Send your questions about features, pricing or setup to the FileButler team.
info@filebutler.ioCall us
Prefer to talk it through? Call the FileButler team directly.
(954) 408-4253Schedule a call
Pick a time that works for you and talk through your questions in a 15 minute call.
Schedule a 15 Minute CallYour BrandYour PortalYour ClientsOne Organized FileNo ContractLive in Minutes
One professional, branded place for your clients to upload tax documents, sign engagement letters, respond to reminders and message your firm, while every document and conversation stays organized in the correct Client File.
Schedule a 15 Minute Call