Be specific about what you need.
Build a work cycle from a template, add required and optional requests, and give each item clear instructions. Assign the checklist to the right client.
Staging preview · use test accounts and test documents only.
Make every document request easy to finish.
Private client checklists. Clear reviews. One place to keep work moving.
Create your workspace $29 USD / month
Illustrative workspaceInteractive example · no files are uploaded
Your businessWork cycle
Annual review
2026 · Illustrative example
Annual statementRequired · PDF or photo
Awaiting uploadAdditional documentsOptional · anything else we should see
Every request and file stays with its work cycle.
Your clientPrivate portal
Upload your annual statement
Annual review · Annual statement
Annual statementA readable copy with every page
Upload neededYour team has shared a clear request. Your client knows exactly what to send.
Less chasing.
More clarity.
Keep the request, the document and the next step together. Your clients get a focused checklist. Your team gets the context to review it.
Annual statement Required · every page
A private place to send it.
Clients sign in through their invitation, upload one or several files, and see what has arrived. A general upload area keeps extra documents in the same work cycle.
Make the next step clear.
Accept a document or request a replacement with an explanation. Keep earlier versions and review history, and move the work cycle through your own stages.
Built for the phone in their hand
Paper becomes a PDF.
The checklist stays simple.
Capture pages with a camera or choose photos, then crop, rotate and reorder them. Preview the complete PDF before uploading it to the request.
JPEG, PNG and WebP photos. Multiple pages in one PDF. No separate scanner app required.
Give your clients a clearer next stepFoldeoScan documents
Review your pages
Annual statement · illustrative preview
ANNUAL STATEMENTPage 1Illustrative document
ANNUAL STATEMENTPage 2Illustrative document
annual-statement.pdf2 pages · ready to review
Illustrative interface · no file is being captured or uploaded
A shared view.
A clear owner.
Each customer has their own work cycles, documents and updates. Your team can find the missing items, review new submissions and send a clear follow-up from one workspace.
Illustrative business workspace
Active work cyclesWork that needs attention
Annual review2026
Illustrative client AReview annual statementMonthly accountingNovember 2026
Illustrative client BWaiting for bank statementYour brandingBusiness name, welcome message and a primary color that carries through to your client portal.
Updates in contextWorkflow notifications, in-app updates, email notifications and manual customer messages keep the next step clear.
Private document accessWorkspace permissions and file checks control access. Documents stay private instead of living behind permanent public links.
Foldeo Monthly
Bring document collection
into one workspace.
Start with a clear request. Keep the work moving from there.
$29USD / month
- Customer invitations and private portals
- Workflow templates and custom stages
- Required, optional and multiple-file requests
- Mobile scanning into a multipage PDF
- Document reviews and replacement requests
- Notifications and workspace branding
One monthly subscription per business workspace.
A few useful details.
Do clients need an account?
Yes. You create the customer and send an invitation. They activate their account and sign in to their private portal to see requests, documents and updates.
Can a client send several files for one request?
Yes. A request can allow multiple files. You can also add an optional general upload area for documents that do not fit a specific request.
What happens when a document needs replacing?
Your team can request a replacement and explain what is missing. The client sees the next step in their portal, and retained earlier versions stay in the document history.
Does the scanner work in a mobile browser?
Yes. Clients can capture or choose JPEG, PNG or WebP photos, crop and rotate them, order the pages, and review a multipage PDF before uploading.