Files on Radar — Secure Document Exchange for Professional Firms
Files on Radar is a compliance-grade document exchange portal that connects professional firms with their clients for structured document collection, review and management. Chartered accountants, tax consultants, legal firms and advisory practices use Files on Radar to request, track and securely receive the documents they need from clients — all in one organised workspace.
Firm Workspace
Manage clients, create document requests, assign single points of contact and monitor progress from the Admin Console and Request Center. Track overdue submissions, send automated reminder nudges and download all files for a request as a single ZIP archive.
Client Workspace
Clients receive secure requests and upload the required documents through a simple workspace. Passwordless magic-link sign-in and OTP verification keep access effortless and secure, with no complicated passwords to remember.
Key Features
- Structured document requests with deadlines and status tracking
- Role-based access for firm staff and clients
- Automated email reminders, invites and weekly activity digests
- Overdue tracking with clear badges and filters
- Bulk CSV client imports and one-click ZIP downloads
- Dark mode, custom email branding and passwordless sign-in
How It Works
Firms invite clients, create document requests, and clients upload files securely. The firm reviews submissions, tracks what is outstanding, and stays on top of compliance deadlines without chasing emails.
Simple, Transparent Pricing
Start free with up to 5 clients and 10 requests per client. Upgrade anytime to unlock more capacity for your growing firm.
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