For business owners
A quick client look
Getting started · About 2 minutes
See how a client can send invoices and receipts into the shared workspace without lengthy email chains or paper drop-offs.
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Practical help for every part of the workflow.
Find short videos and step-by-step guidance for sending documents, reviewing bookkeeping work, and understanding the complete FileFolders process.
For bookkeepers & accounting firms
A quick bookkeeper look
Bookkeeper workflow · About 2 minutes
See how shared source documents become reviewable work, post to QuickBooks Online, and remain organized with their supporting files.
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Full system overview
Complete workflow walkthrough
Deep dive · About 7 minutes
Follow the workflow from shared intake through review, QuickBooks Online posting, document archiving, and later retrieval.
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More guides will be added as features expand.
Tutorial pages can contain a video, written instructions, or both. Let us know if a visual or step by step walk through would be helpful.