Client Communication
Reimagined.

Send files, collaborate and keep organised in one easy-to-use tool for advisory firms.

Filehaven showing on a laptop
Filehaven showing on a laptop

A secure client portal.
Designed to impress.

We know that the success of a client portal hangs on how easy it is to use, by both yourselves and your clients.

That’s why we’ve carefully considered every feature that exists in Filehaven. We don't like bloatware.

So how does it work?

Filehaven was built to help you deliver a kick-ass client portal that you & your team would be proud to use. It goes without saying that we really hope you like what we've created for you.

Drag, drop, comment & send. It really is that easy.

Filehaven commenting functionality

Filehaven has been built to be an intuitive experience for both yourself, and your clients.

No more user manuals or complicated mumbo-jumbo.

Pricing

Sensible pricing, for everyone

No credit card required. Upgrade, downgrade, or cancel anytime.

Team

A plan ideal for sole-trader firms with a few admin staff.

  • Maximum of 5 open cases at a time
  • Unlimited clients
  • Unlimited users
  • Unlimited workflows
  • 1GB upload space

£30 pcm

7 day trial, free of charge.

Business

Our most popular plan.. Ideal for medium sized advisory firms.

  • Maximum of 25 open cases at a time
  • Unlimited clients
  • Unlimited users
  • Unlimited workflows
  • 5GB upload space

£50 pcm

7 day trial, free of charge.

Corporate

For the larger practice, this plan fits like a glove.

  • Unlimited open cases
  • Unlimited clients
  • Unlimited users
  • Unlimited workflows
  • 20GB upload space

£100 pcm

7 day trial, free of charge.

You look like an awesome tester...

We're looking for early adopters of Filehaven to help ensure that everything works as planned. If you would be interested in trying Filehaven, free of charge, please contact sayhi@codepotato.co.uk