Set and forget
Set the length of the individual’s bankruptcy in Fileassure, and every month our system will gather the income and expense statements and financial supporting documents from a debtor for you.
Deliver the service your clients deserve
Save time and effort for your clients and let them complete their monthly income and expense statements online through our smart income and expenses webform that automatically syncs to Fileassure.
No more back-and-forth emails and inefficient paper forms when gathering client information. Request, review, approve and manage monthly income and expense statements in one secure dashboard. Track the status of your request and get notified when the income and expense statement is submitted.
Process income & expenses faster
Fileassure automatically calculates any surplus income and flags fluctuations in income and expenses with a side-by-side comparison to prior months.
Fully integrated emailing system
Need clarification or additional information from a debtor? Communicate with clients without leaving Fileassure. Store all income and expense statements and communications in one spot. Save templates for repetitive emails - just like in Outlook.
Deliver a superior branded experience
We customize our smart income and expenses webform with your own branding, including logos and tones - so your clients see you, not Fileassure. Add a personal touch to messages and reminders.
Get sensitive requests out of email
1 in 4 data breaches occurs via email. Turn your firm’s income and expense statement gathering into a secure, organized process in the cloud. Protect your reputation and save time - it’s a win-win.
Combine multiple files and convert to PDF (yes, with Fileassure, you don’t need Adobe to do that!)
Access and manage work from anywhere
Save your files with no storage limits. Work securely and efficiently from anywhere.