Collect statements with client upload links
Firm plans4 steps. Statements from clients, straight into your workspace, readable only by you.
In Account → Client links, enter your firm's name and a passphrase of at least 12 characters. Keep it safe: if you forget it, files waiting for you can't be opened.
Label the link for yourself, create it, and send it to your client. Each link takes up to 10 files for 7 days.
They need no account. Their files are encrypted on their own device before they leave it, so we can't read them.
The workspace tells you when files are waiting. Collect them with your passphrase and they open in the workspace; the stored copy is deleted. Anything not collected is deleted 72 hours after upload.
Try it with your own statements
New accounts get 50 free PDF credits, no card required. CSV and Excel files are always free.