# FilesIT Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about FilesIT Software - reviews, pricing plans, popular comparisons to other Customer Communications Management products and more. Source: https://www.capterra.com/p/10043079/FilesIT --- # FilesIT Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) FilesIT ## What is FilesIT? FilesIT is a client communication platform that combines email, messaging, document management, and accounting tools. It automatically files Outlook 365 emails into a secure client timeline, capturing all correspondence for a complete communication history accessible to authorized team members. WhatsApp and SMS messaging are integrated, logging conversations into client records for consistent oversight. The ClientHub feature supports document management and e-signatures, allowing users to send, track, and store signed documents with audit trails. AI assistance provides context-aware suggestions and drafts based on client history. FilesIT connects with accounting software like Xero, Sage, and QuickBooks, synchronizing client records across systems. Departmental views and access controls help teams maintain focused workflows while ensuring compliance-ready documentation. The platform integrates with Outlook 365 without disrupting existing email workflows. ## What is FilesIT used for? [Document Management](https://www.capterra.com/document-management-software/)[Customer Communications Management](https://www.capterra.com/customer-communications-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £12.5 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for FilesIT?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://filesit.com/&name=FilesIT) ## FAQs about FilesIT Overview ### What company size and specific industries is FilesIT built for? FilesIT is designed for small to large organizations that manage client communications and workflows, especially accounting firms, legal professionals, project managers, and client service teams. It fits firms and teams that need organized document handling and coordinated client-facing processes across service-oriented industries. Features and Usability ### What are the key features of FilesIT? FilesIT includes document storage, document capture, file sharing, and electronic signature for document handling, plus access controls/permissions, archiving & retention, and full text search for content management. It also offers workflow management, approval process control, alerts/notifications, activity dashboard, collaboration tools, and third-party integrations. Integrations ### Which third-party tools and platforms does FilesIT integrate with? FilesIT integrates with 7 third-party tools, including Microsoft 365, Microsoft Outlook, QuickBooks Online Accountant, Sage Accounting, Webx, WhatsApp, and Xero. These integrations cover productivity, email, accounting, and messaging platforms, giving FilesIT connections across common business systems. Getting Started and Support ### What training and onboarding options does FilesIT offer? FilesIT provides live online sessions, webinars, and documentation to help teams get started. Live online sessions and webinars support guided instruction and scheduled learning, while documentation offers written reference material for self-paced review of setup steps and product features. Getting Started and Support ### What customer support options does FilesIT offer? FilesIT provides email/help desk, a knowledge base, and phone support. No reviewer feedback about support is available, so user experience with response times, helpfulness, or common frustrations cannot be summarized from the catalog data. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Approval Process Control Manage the process of evaluating documents or requests submitted for approval Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes FilesIT 29 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Manage the process of evaluating documents or requests submitted for approval Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes A record of all activities within the system, including user access, changes made, etc. Communicate using direct chat or messages within the system Provides a channel for team members to share AI models, media files, communicate, and work together Leave comments and notes on documents for others to view Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Add customized logos and colors to align with company branding Import and export data to and from software applications Scan, move or upload electronic files within the software's repository Review and analyze existing information across documents Store and organize documents in a centralized system Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Public or private sharing of digital files such as documents, audio/video, images, and more Search for specific words or phrases within a document or database Use AI to generate content in the form of text, images, videos, etc. Organize, prioritize, and manage incoming communications Track interaction history by documenting conversations for contacts Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Search and filter data across systems to locate required information by entering keywords or certain criteria Send messages via SMS Set up connections to third-party platforms to improve business processes Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. ## Pricing Free Trial FilesIT Subscription £12.50 Per User,Per Month ## Integrations [ WhatsApp](https://www.capterra.com/p/180345/WhatsApp/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/)[ QuickBooks Online Accountant](https://www.capterra.com/p/229996/QuickBooks-Online-Accountant/)[ Webx](https://www.capterra.com/p/266257/Webx/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.