Configure a secure upload checklist for your client
For your records only — we never send emails to clients.
Add a new client to your book.
Choose a template — you can edit freely afterwards.
All uploaded documents are encrypted with AES-256-GCM before storage. Only you can download and decrypt them.
For your clients’ security, uploaded files are automatically and permanently deleted after 30 days. Download all documents to your own storage before that window closes.
