Automatically collect Income and Expenses with an online webform
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 expect
Your clients complete their monthly income and expense statements online through our smart income and expenses webform that automatically syncs to Fileassure.
Income and Expense Processing Made Easy and Delightful
Centralized view
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 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.
A Trusted Technology Partner
Learn more about features and pricing from the brochure.
