What YourFileCopy is and who it is for: a secure foundation for sending and signing documents, built for accountants and financial professionals.
This is the short version of what YourFileCopy is and who it is for. If you are deciding whether to bother, or you have just signed up and want to know where everything lives, start here.
YourFileCopy is built around one job first: getting a document to a client securely, and getting it back signed, without either of you touching email. Everything else — your Client list, your invoicing, your books — sits underneath that as the foundation it needs to work properly.
Send documents to a Client through a secure link instead of an email attachment. You can see when it was collected, and the file is never left sitting in somebody’s inbox. Tax returns, statements and engagement letters go across the way they should.
Send a document for electronic signature and get it back signed, dated and filed against the Client record. No printing, no scanning, no posting. Authorisations come back the same day instead of the same fortnight.
Clients, Prospects and Contacts, in one database. Every file, signature and email attaches to the person it belongs to, so their whole history sits on one screen.
Send an Invoice, take a Payment, and record it, without typing the same numbers anywhere else.
A fully integrated General Ledger, Chart of Accounts, Journal Entries, Bank Reconciliation and Year End. Free, permanently.
Most practices are still doing this by email — the return goes out as an attachment, the signed page comes back as a photograph. It sits in two inboxes afterwards, forever. YourFileCopy exists so that never has to happen again: every document, sent and returned, lives on the client’s own record, not in someone’s downloads folder.
It is not enterprise document management — no six-week rollout, no IT department required. It is not a filing cabinet either — every document here is attached to a person and a purpose, not just stored.
Built for the practice where trust in how you handle a client’s information is the practice.
No. Documents, signatures and the Client database work on their own. Turn on Invoicing and the free Accounting whenever you want them.
Yes. Your Accountant can have their own login, so nothing needs packaging up and sending at year end.
Yes. You can add Sub Users — each with their own login, and decide exactly what each of them can see and send.
This is the short version of what this is, and who it is for.
If you are deciding whether to bother, or you just signed up, start here.
This is built around one job first. Getting a document to a client securely, and getting it back signed, without either of you touching email.
Send a document through a secure link instead of an attachment. You can see when it was collected, and it is never left sitting in an inbox.
Send it for signature instead, and it comes back signed, dated, and filed against the Client record. No printing, no scanning, no posting.
Everything else sits underneath that, because it needs a foundation to work properly.
Clients, Prospects and Contacts, in one database. Every file, signature and email attaches to the person it belongs to.
Send an Invoice, take a Payment, and record it, without typing the same numbers twice.
And a full set of books underneath. General Ledger, Bank Reconciliation, Year End. Free, permanently.
Here is the part that matters.
Most practices still do this by email. The return goes out as an attachment. The signed page comes back as a photograph of a printout.
And it sits in two inboxes afterwards, forever.
This exists so that never has to happen again.
It is not enterprise document management. No rollout, no IT department.
And it is not a filing cabinet. Every document here is attached to a person and a purpose, not just stored.
Built for the practice where how you handle a client’s information is the practice.
Free plan · no credit card · set up in a couple of minutes.
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