Use case

Financial Documents

Send bank statements, tax returns, financial reports, and audit documents to accountants, auditors, or financial advisors securely with bank-grade encrypted sharing links. Bank-grade encryption ensures your financial data stays protected.

Bank statements Tax returns Financial reports Audit files

Streamline your financial document sharing with secure, trackable links designed for accountants, advisors, and financial institutions.

Send Tax Documents

Share tax returns, W-2s, and financial statements with accountants and tax preparers securely.

Request Bank Statements

Request bank statements, transaction histories, and financial records from clients for verification.

Share Audit Reports

Distribute audit findings, compliance reports, and financial assessments to stakeholders.

Collect Investment Docs

Request portfolio statements, investment records, and asset documentation from clients.

Transmit Loan Applications

Send mortgage applications, loan documents, and credit reports to lenders and underwriters.

Receive Financial Proof

Request proof of income, financial affidavits, and supporting documentation from borrowers.

How it works

Create secure file sharing links in minutes with bank-grade encryption and customizable security options.

A secure sharing portal that establishes trust with your recipients
— and you can make it yours

Customize your secure sharing portal with your logo and brand colors, building trust and professionalism with every file shared.

Branded portal preview

Embed the portal in your platform

Pro plan subscribers can embed their branded secure sharing portal directly into their website or web application. Your clients stay on your domain while enjoying the same bank-grade security and seamless file sharing experience.

Share files and documents safely.
Protect your information with secure links.

Create Free Secure File Sharing Link