FileDesk
Agency dashboard
Income, outstanding balances, return alerts and branch workload in one view.
Product tour
See the practice before you move the practice.
Start with the working extension, explore every captured screen at full resolution, then follow a client document from the phone camera to the wealth statement.
Extension in action
See the client search and portal fill workflow
This is the working FileDesk extension—not a simulated animation.
Real product screens
What your team will actually work in
These captures come from the demonstration agency—not a separate design mock-up.
Statutory calculators
Salary, business, property, withholding and agency-fee tools in one place.
Branches and installations
Permissions, session control and extension status without leaving the agency.
Agency settings
Deadlines, extension access and account controls presented plainly.
Walkthrough
One client document, start to finish
What happens when a client hands you a sale deed and you have only your phone.
1
Tap Scan
Scan sits in the middle of the phone's bottom bar. Choose the client — the ones you opened recently are listed first.
2
Photograph the page
FileDesk finds the edges and flattens the page. Drag a corner if the outline is off, or rotate the page.
3
Clean it up, add pages
Choose Original, Enhanced, Grayscale or Black & white. Add the next page, put them in order, and save them as one PDF.
4
Name it and file it
Give it a title, a kind and a tax year — and, if it proves a purchase or a sale, attach it to that event in the client's wealth-statement register.
5
Encrypted, then saved
The PDF is encrypted on the phone before it is saved to the client's file, where it appears with a preview of its first page.
6
On the record
The upload shows in the client's activity log — and so does every later opening, edit or deletion, with the time and whether it was the owner or which branch.
Your own data, your own branches
Ready to see it with your workflow?
Tell Muhammad Ahsan how your practice works and get a focused walkthrough instead of a generic sales call.