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InstaFile
Information by Research TrustFinance
InstaFile is a Software-as-a-Service (SaaS) platform created to streamline the document collection process between accounting professionals and their clients. The service provides a secure, branded portal where firms can create customized document request lists (checklists), send automated reminders, and allow clients to upload files easily. The mission is to eliminate the inefficiencies and security risks associated with email-based file sharing, thereby increasing productivity for accounting firms. The company behind the service is Red Platypus, LLC.
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