Filio helps accountants efficiently manage client documents. Let clients easily upload files through Magic Links, auto-sync to Xero, and get smart deadline reminders.
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Active Clients
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Pending
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This Month
Filio provides a comprehensive document management solution so you can focus on accounting work.
Generate secure upload links with one click. Clients can upload files without registration.
Automatically send deadline reminders to ensure clients submit files on time.
Files automatically sync to Xero Files. No manual download or upload needed.
256-bit encrypted transfer. Files are securely stored in the cloud.
View file upload status in real-time at a glance.
Easily manage multiple clients. Send reminders and links in bulk.
No complex setup required. Get started instantly.
Enter client info or import from Xero. Set deadlines and required files.
Send Magic Link with one click. Clients can upload without registration.
Files auto-sync to Xero. Get notified in real-time when files arrive.
Choose the plan that fits you. Upgrade or downgrade anytime.
For individual accountants
For accounting firms
Sign up now and start using Filio for free. No credit card required.
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