For professional services
The client documents. Without the chase.
Client document collection for every engagement: a clear request list, a simple upload link, and a record of what arrived.
For accountants, legal teams, and advisers.
Fewer scattered attachments
Replace email threads with a single, organized request for each client.
No account required for uploads
Clients can upload files securely without creating an account.
Clear per-item status
See what's been received and what's still outstanding at a glance.
How it works
A calmer path from request to record.
01
Build the list
Add the specific documents you need for each engagement.
02
Share one link
Send a simple upload link to your client.
03
See what's missing
Track progress in real time with clear status for each item.
04
Keep the history
All submissions are saved and easy to find later.
Built for your clients
Easy for clients. Controlled by your team.
Clients upload without creating an account.
A simple, secure upload link is all they need. No sign-up, no additional software.
Upload-only access keeps other submissions private.
Clients can only upload to their own request and cannot view files from other clients.
Expiry and permissions stay under your control.
Set deadlines, control access, and manage requests as part of your regular workflow.
Security & control
Sensitive work needs clear boundaries.
WONEFILES gives professional services teams control over where files live, who can access them, and how long they're kept.
Access by role
Give clients upload-only access and keep internal files visible to your team.
Readable activity
See who uploaded what and when, with a clear, shareable history.
Your choice of hosting
Run it on your own servers, in your private cloud, or on a dedicated instance.
Roadmap: e-signatures, approval gates, and retention workflows are planned extensions.
FAQs
Common questions.
Do clients need an account?
No. Guest request links support uploads without signup.
Can we keep files on our own servers?
Yes. Choose self-hosted deployment to keep data in your own environment.
Can we use our own branding?
Yes. Deployment branding is part of the product roadmap.
Get started