features
Everything you need.
Nothing you don't.
Folio is deliberately lean. Every feature exists because a real accounting firm needed it, not because a product manager needed to fill a roadmap slide.
Join the waitlistClient experience
Magic link portal
Every other portal asks clients to create an account and remember a password. Folio sends a direct link. They tap it, see exactly what you need, and upload in seconds — from any phone.
- No account. No password. No app to download.
- Works perfectly on any smartphone browser.
- Clients see a clear checklist, not a confusing folder tree.
- Pay invoices and sign documents through the same link.
Hi Sarah
3 documents needed
Automation
Smart reminders
Set a deadline once. Folio watches it and sends timed nudges — via email and SMS — as it approaches. Stops automatically on submission.
Request sent
May 1 · 9:00am
Client opened portal
May 2 · 2:34pm
Auto-nudge via SMS
May 5 · 10:00am
All documents received
May 7 · 11:22am
Visibility
Real-time dashboard
Every client, every request, every document in one view. Kanban columns, progress bars, overdue alerts. No more mental spreadsheets.
Communication
Secure messaging
One thread per client, in context beside their documents. No more digging through email for the message that accompanied a file. Everything in one place.
- Per-client message thread, not a shared inbox
- Clients reply directly from their magic link portal
- Unread badge on dashboard so nothing slips
- All messages tied to document context
Signatures
Built-in e-signatures
Send engagement letters and documents for signature without a third-party tool. Clients sign from the same portal link they already know. IP, timestamp, and signature data captured automatically.
- Send any PDF for signature in under a minute
- Client signs without creating an account
- Timestamped audit trail with IP address recorded
- Download signed copies any time
Payments
Invoice & payment requests
Send invoices through the same portal your clients already use for documents. Connect your own Stripe account — Folio takes 0% of every payment, ever.
- Flat link (paste your own Stripe link) or connected mode
- Connected mode auto-marks invoices paid via webhook
- Folio takes zero platform cut — your revenue stays yours
- Draft, sent, paid, overdue statuses in dashboard
Teams
Workspace & members
Invite your team, assign clients to specific members, and control who can do what with role-based permissions. Built for firms of 1 to 10 — deliberately not enterprise.
- Owner, admin, and member roles
- Email invites with configurable expiry
- Client assignment visible across the team
- Notification preferences per member
Integrations
Connects to your stack
Folio sits in front of your accounting software. It collects documents cleanly then passes data through — so you never replace tools that already work well for you.
- QuickBooks Online & Xero data sync (Pro)
- Google Drive export
- Zapier for everything else
- FreshBooks, Notion — coming soon
FAQ
Common questions
Does Folio require clients to create an account?
No. Clients receive a magic link via email or SMS. Tapping it opens their personalised upload portal directly — no password, no account, no app to download.
How does Folio handle automated reminders?
When you create a document request with a deadline, Folio automatically sends timed reminders as the due date approaches. Reminders stop the moment the client submits — so there are no awkward follow-ups after the fact.
Can I see the status of all client requests in one place?
Yes. Your dashboard shows every client, every request, and every document in real time. Requests move through four states — pending, partial, received, approved — visible in a kanban view.
Does Folio support e-signatures?
Yes. You can send documents for e-signature directly through the client portal. The client signs on the same page they upload documents, with no additional app required.
Can multiple team members use Folio?
Yes. Folio supports workspaces with owner, admin, and member roles. Clients can be assigned to specific team members, and every member sees only what they need.
How does Folio integrate with QuickBooks and Xero?
On the Pro plan, you can connect your QuickBooks Online or Xero account. Documents and collected data sync through, so you are not re-entering anything you already gathered in Folio.
Ready to stop chasing?
Join the waitlist. Early members get launch pricing locked in forever — and we will never take a cut of your client payments.