For accounting firms, auditors, and finance teams, sending sensitive client information like financial statements, audit reports, and tax files through email has become a risky habit. While email is convenient, it’s not designed for security, confidentiality, or control. Attachments can be forwarded, lost, or intercepted — and once sent, you can’t take them back. With […]
Sending proposals is one of the most important parts of winning new business. But how you share those proposals matters just as much as what’s inside them. Many marketing and creative agencies still send proposal PDFs as email attachments or Google Drive links, which often leads to lost control, outdated versions, and no insight into
How to Turn Proposals into Secure Trackable PDF Links for Client Review Read More »
Client intake is one of the most important phases in any marketing project. It’s where agencies collect creative briefs, brand files, and campaign assets from clients — the building blocks of every successful campaign. But too often, this process turns into a chaotic email exchange of attachments, links, and scattered messages. Files get lost, wrong
How to Create a Client Intake Form for Campaign Assets Fast Read More »
Last week we rolled out some cool updates, and I bet you want to hear them. File Request Pages – Document Collection Software We have updated our document collection tool (which we used to call Forms). Now you can enable an approval flow, this allows for you to approve or reject with a message the files
2 Free Tools, New Articles and FileDrop Updates Read More »
November is already here and I feel these last few months went by so fast. We’re making some big changes to prepare in advance for 2026, I want to make FileDrop the go-to platform for file management for small and medium businesses. FileDrop is perfect for marketing agencies, lawyers and legal departments, HR, accounting and
FileDrop November Updates: New File Requests, Templates & More Read More »
Marketing agencies constantly share proposals, reports, and creative assets with clients. But traditional file sharing methods — like email attachments or generic links — don’t provide insight into whether clients have actually viewed your files. Worse, they can make your agency look unbranded and unprofessional. With FileDrop Threads, agencies can deliver proposals, brand decks, and
How Marketing Agencies Can Share Branded PDFs and Track Client Opens with FileDrop Read More »
You’ve signed a new client. The contracts are in, the team’s excited and then you spend the next week chasing logo files, digging through email threads for login credentials, and rescheduling the kickoff call because no one internally knows who’s running it. Sound familiar? This is the reality of a broken marketing agency onboarding process
Marketing Agency Onboarding Process: A 2-Phase Framework to Speed Up Client Kickoffs Read More »
Collecting files from clients, partners, or internal stakeholders is a constant task. Whether you’re onboarding a new client, gathering campaign assets, requesting tax documents, or collecting project files, you want a process that’s simple, secure, and professional. Many marketing teams still rely on email attachments or shared drives—but these methods come with risks and inefficiencies.
What’s the Best Document Collection Software for Agencies and Teams? Read More »
When clients send files — contracts, tax forms, proofs, or project documents — keeping them organized can quickly become overwhelming. Files arrive as email attachments, in multiple threads, or scattered across chat messages, creating security risks and endless manual sorting. With FileDrop’s File Forms, you can create a secure upload page with a form that
How To Automatically Save Client Uploads to Google Drive – No Email Read More »
HR teams handle a constant flow of documents during employee onboarding — signed contracts, IDs, tax forms, NDAs, policy acknowledgments, and certifications. When these files arrive through email attachments or chat messages, they quickly become hard to track, hard to sort, and even harder to store securely. With FileDrop’s Forms and collection software, you can
Organize New Hire Files in Google Drive – Free Folder Template Inside Read More »
