Pipefile

Deployment

Web-based

Best for

SmallMedium

Overview

About Pipefile

Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving. Create a checklist or leave it open-ended. Save your templates to make it super simple to request standard forms. No usernames or passwords required. With reminders, documents always show up on time. Pipefile will automatically remind your clients so you don't have to. Just sit back and wait for everything to arrive. You'll receive an email once everything is ready.

Just click the link and download the documents directly from Pipefile or sync with your existing cloud storage.

At a glance

Software information

Industries served, licensing and the support Pipefile provides.

Licensing

  • Monthly Payment
  • Quote Based
  • Free trial

Support

  • Online (Ticket)

Training

  • Video Guides
  • Blogs
  • Webinars
  • Infographics

Knowledge Base

  • Video Guides
  • Blogs
  • Webinars
  • Infographics
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Capabilities

Pipefile features

The full feature set, grouped by module.

File Sharing Software

  • Access Controls/Permissions
  • Document Management
  • Encryption
  • Workflow Management

Plans

Pipefile pricing

Price Type
Month
Free Version
No
Payment Frequency
Monthly Payment, Quote Based
Free Trial
14 Days
Standard$14.99 / month

Media

Screenshots & video

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