From document upload to client access in just 4 simple steps.
Drag and drop documents or upload directly from your device. Supports all file types.
Select the client and add relevant tags for easy organization and search.
Configure expiry dates and automatic reminders for renewals.
Clients securely log in to view, download, or request documents.
Enterprise-grade security at every layer.
All documents encrypted at rest and in transit using AES-256 encryption.
Additional security layer with 2FA for both consultants and clients.
Track every access, download, and modification with detailed logs.
Define who can view, edit, or share documents within your team.
Get a personalized demo tailored to your practice needs.