Give your clients a secure portal to access documents, upload files, and communicate safely. Enterprise-grade security made simple for accountants, lawyers, and healthcare providers.
No credit card required • 14-day free trial
Secure access for your clients
2024-tax-return.pdf
2.4 MB
quarterly-statements.xlsx
1.8 MB
signed-contract.pdf
856 KB
TRUSTED BY PROFESSIONALS IN
From encrypted storage to client portals, we've built everything professionals need to share documents securely.
256-bit AES encryption protects your documents at rest and in transit. Your files are secure from upload to download.
Give clients their own secure portal to view documents, upload files, and communicate with your team.
Request specific documents from clients with automated reminders. Track what's been received.
Find any document instantly with full-text search. OCR automatically extracts text from scanned documents.
Track every view, download, and action. Generate compliance reports with one click.
Send encrypted messages to clients that expire after viewing. Perfect for sensitive information.
Get started in minutes, not hours
Drag and drop files or upload entire folders. Documents are encrypted automatically.
Send secure invites to clients. They get their own portal with just their documents.
Clients can view, download, and upload documents. You get notified of all activity.
Built for industries with the strictest compliance requirements. Our platform meets and exceeds healthcare, legal, and financial security standards.
Full compliance with healthcare privacy regulations, including BAA
Annual audits verify our security, availability, and confidentiality controls
Your data is encrypted before it reaches our servers
Enterprise-grade infrastructure with redundant backups
AES-256
Encryption
TLS 1.3
In Transit
99.99%
Uptime
SOC 2
Certified
Start free, upgrade as you grow
Perfect for solo practitioners
For growing practices
For large organizations
Start your 14-day free trial today. No credit card required.