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Pipefile Affiliate Program screenshot

What is Pipefile Affiliate Program?

Pipefile is a document collection and management tool designed to simplify how businesses gather sensitive information from clients, customers, or employees. Rather than chasing people through email or managing scattered files, Pipefile provides a structured way to request, receive, and organise documents like identification, financial records, contracts, and compliance paperwork. The platform works on a freemium model, making it accessible to small teams while offering paid plans for larger operations. It's particularly useful for accountants, financial advisers, legal firms, and businesses that regularly need to collect and store sensitive information securely.

Key Features

Document request workflows

create templated requests for specific document types and send them to multiple recipients

Secure file collection

recipients can upload documents directly through a simple interface without needing accounts

Centralised storage

all collected documents are stored in one organised location, searchable and categorised

Status tracking

see which recipients have submitted documents and follow up on outstanding items

Access controls

manage who within your team can view, edit, or manage collected documents

Compliance-focused storage

documents are retained according to your requirements with clear audit trails

Pros & Cons

Advantages

  • Saves time compared to manual email-based document collection
  • Reduces security risks by centralising sensitive documents in one secure location
  • Frees up admin staff from chasing missing documents and organising files
  • Works well for businesses that regularly collect the same types of documents from many people

Limitations

  • Limited to document collection workflows; it's not a full document management or case management system
  • Pricing structure for paid tiers may add up for very small businesses with occasional collection needs

Use Cases

Accountancy firms collecting financial records and tax documents from clients

Legal practices gathering identification and contract paperwork during client onboarding

Financial advisers requesting proof of identity and financial statements

HR departments collecting employment documents, contracts, and proof of qualifications from new hires

Insurance brokers gathering underwriting documents and medical records from applicants