Stop Chasing Onboarding Paperwork
Onboard new hires, collect client documents, or place workers at scale - with e-signatures, PDF fill, document vault, and white-label branding built in.
No credit card required · Pay per onboarding · Setup in 2 minutes
Acme Landscaping LLC
Recent Activity
Maria Garcia
Crew Supervisor
James Wilson
Equipment Operator
Sarah Chen
Office Manager
Vault Updated
3 documents stored with version history
Built for businesses that move fast
How it works
Three steps. Five minutes.
Zero paperwork headaches.
Add your people
Enter a name and email - or bulk-import hundreds via CSV. Filezy generates a unique, secure upload link for each person instantly.
They fill, sign & upload
Your people open the link on any device, fill out forms online with e-sign, snap photos of documents, and upload - all in under 5 minutes.
Everything lands in your vault
Documents are stored securely with version history, expiration tracking, and auto-forwarding. Download, review, or share anytime.
Three workflows, one platform
Built for how you work
Choose your workflow at signup. Get purpose-built templates, adapted terminology, and the right document set for your business.
For Employers
Onboard new hires with tax forms, direct deposit, offer letters, and e-signatures - all completed online.
- W-4 & I-9 e-sign and PDF fill
- Auto-detect state tax forms
- Direct deposit & offer letter
- Accountant auto-forwarding
- Document vault with versioning
For Accountants
Collect W-9s, EIN letters, bank details, payroll records, and census data from your business clients.
- W-9 e-sign and PDF fill
- EIN & bank document collection
- Employee census data capture
- Recurring document requests
- White-label client portals
For Staffing Agencies
High-volume worker onboarding with bulk invites, real-time progress tracking, and assignment-specific templates.
- CSV bulk invites (500+ at once)
- Background check & drug test consent
- Certification expiration tracking
- Assignment-specific agreements
- White-label branding
The recipient experience
Fill out forms, sign & upload - all from their phone
No app downloads. No account creation. Just a link that opens on any device, lets them complete tax forms with e-sign, snap document photos, and see exactly what's left.
Welcome back
Maria Garcia
Features
Everything you need.
On every plan.
No feature gates. No tier-locked upgrades. Every plan includes every feature - you only pay based on volume.
E-sign & PDF fill
W-4, I-9, W-9 and more - completed and signed online in the browser. No printing, no scanning. Generates audit-trailed PDFs automatically.
Document vault
Every document stored securely with full version history. Approve, reject, or request re-uploads. Download individually or bulk-export as ZIP.
White-label branding
Upload your logo, set your brand colors. Your clients and employees see your brand on upload pages and emails - not ours.
CSV bulk invites
Upload a spreadsheet with hundreds of names and emails. Filezy creates records, sends invite links, and tracks progress for each one.
Expiration tracking
Set expiration dates on certifications, licenses, and documents. Get automatic alerts at 30 days, 7 days, and on expiry.
Bank-grade security
All documents encrypted in transit and at rest. Signed URLs expire automatically. Full audit log of every view, download, and signature.
Role templates
Create document sets for different roles or assignments. Each new person gets exactly the right forms for their position.
Automatic reminders
Configurable email reminders at 3, 7, and 14 days. Never chase someone for missing paperwork again.
Real-time dashboard
See who's complete, who's missing documents, and what's expiring soon - all at a glance. Filter by location, status, or role.
Pricing
Simple, usage-based pricing
Every feature on every plan. You only pay based on how many onboardings you complete each month.
Starter
Pay as you go
- All features included
- $3 per completed onboarding
- No monthly commitment
- Unlimited team members
- Cancel anytime
Growth
25 included per month
- All features included
- 25 onboardings/mo included
- $2 per additional onboarding
- Unlimited team members
- Cancel anytime
Pro
75 included per month
- All features included
- 75 onboardings/mo included
- $1.50 per additional onboarding
- Unlimited team members
- Priority support
No credit card required to sign up. You're only billed when an onboarding is marked complete.
Refer businesses, earn recurring revenue
Accountants, consultants, and advisors - earn 20-30% recurring commission on every business you refer. The more you refer, the higher your rate.
20%
1–50 referrals
25%
51–200 referrals
30%
200+ referrals
Example earnings
10 referrals
at 20% commission
$98–198/mo
$1,176–2,376/yr
25 referrals
at 20% commission
$245–495/mo
$2,940–5,940/yr
75 referrals
at 25% commission
$919–1,856/mo
$11,025–22,275/yr
Testimonials
People actually love this
“We used to chase new hires for paperwork for weeks. Now they fill out the W-4 and I-9 on their phone before they even start. The e-sign feature is a game-changer.”
Mike Rodriguez
Owner, Rodriguez Plumbing
“I collect W-9s and EIN letters from 40+ clients. Before Filezy, it was endless email chains. Now I send a link and everything lands in my vault, organized and versioned.”
Sarah Kim, CPA
Kim & Associates
“We place 200+ workers a month. The CSV bulk invite and background check consent forms save us hours every week. Plus our clients love the white-label branding.”
Rachel Torres
VP Operations, Valley Staffing
FAQ
Common questions
Who is Filezy for?
Do people need to create an account to submit documents?
What documents can Filezy collect?
How does the e-sign and PDF fill work?
What if someone doesn't have a printer or scanner?
Is it secure?
What does the document vault include?
Can I use my own branding?
How does pricing work?
How does the partner program work?
Stop chasing paperwork.
Start with Filezy today.
Set up your account in 2 minutes. Send your first upload link. Watch documents, signatures, and forms come back - organized and secure.
Get started for freeNo credit card required · Pay only when onboardings complete