Debt management software that's secure, and reliable
OSB TERK Compliance
Fileassure's insolvency document management system adheres to industry standards of digital record-keeping.
Secure cloud storage
Experience secure access to information from anywhere via a browser, without the requirement of your own servers.
Support from our team
Exceptional customer care from the most experienced team in the industry.
Ideal for professionals in the debt & insolvency industry
All-in-one case management software that meets the needs of your organization—and your clients
Securely work and access your case files from anywhere
-
Store files securely in the cloud. Link documents to the correct contact or case, and instantly send for e-signature.
-
Work from anywhere with secure, cloud-based software for debt professionals accessible via a web browser.
-
Store an unlimited amount of documents with unlimited document storage.
-
Scan physical documents directly into Fileassure—and take advantage of the convenience of paperless document management.
Acquire new clients more efficiently than before
-
Manage incoming clients, documents and your services–all in one organized space.
-
Simplify the client onboarding process with online intake forms, document requests and e-signatures.
-
Automate follow-up emails and reminders, ensuring timely responses—every time.
-
Make great client experience your differentiator, offering clients more efficient, compliant, and personalized services.
-
Offer new clients flexible ways to contact you– like website forms and online appointments – so you can get more business.
Reduce costs, save time, and help more people get out of debt
-
Get quick insights into your clients' finances and pull a credit report with a single click.
-
Maximize your time by removing administrative tasks and automating repetitive work.
-
Collect the unique details you need to best manage cases and clients.
-
Keep tabs on clients’ income and expenses with our tools for automated statement collection and surplus calculation.
-
Simplify invoicing, collect payments and create payment plans.
Communicate effectively with creditors and LITs
-
Manage all communications with creditors in one place, ensuring compliance and delivering better outcomes for clients.
-
Easily and quickly refer your clients to Licensed Insolvency Trustees with a click of a button.
With Fileassure, you can accomplish more—from one central place
Trusted by hundreds of professionals in the debt and insolvency industry.