Secure file sharing

Share files with clients and know exactly what happened next

Every client gets their own folders in your branded portal. You decide which files they see and whether they can download them, and the activity feed shows when each one was opened.

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14-day free trial · No credit card · Clients are always free

Attachments go everywhere.Control goes nowhere.

Forwarded and forgotten

Once a file leaves as an attachment, you can’t take it back or tell who has it.

No idea if they’ve read it

You sent the report on Monday. Did they open it, or is it still unread?

Shared drive sprawl

Links to folders nobody remembers creating, with access nobody remembers granting.

How it works

Private folders, in three steps

  1. 1

    Set up folders per client

    Create folders for each client, or apply a folder template to all clients at once.

  2. 2

    Upload and choose visibility

    Keep a file hidden while you work on it, then make it visible and decide whether downloads are allowed.

  3. 3

    Notify and follow along

    Let the client know a new file is waiting, then watch the activity feed for previews and downloads.

File controls

Control at the level of a single file

Visibility

Hidden until you’re ready

Each file is hidden or visible to the client, and downloads can be switched off file by file. Clients can still preview PDFs in the browser.

Activity feed

Opened, previewed, downloaded

See when a client opens, previews, downloads or uploads a file, so you can follow up at the right moment.

Notifications

Tell clients a new file is waiting

Notify the client when you upload a file, so they know to sign in and take a look.

Both directions

Clients upload to the right place

Allow uploads folder by folder, and get notified as soon as a client adds something.

Stored privately

Files that stay out of the inbox

Files are stored privately on Amazon Web Services and served through short-lived signed links, over connections encrypted with TLS. Clients reach them by signing in to your portal with a one-time code.

  • Labels keep files organized across folders
  • Move files and upload in bulk
  • Up to 50 MB per file and 100 GB of storage on paid plans
How we protect your data

Works with the rest of your portal

Proposals & engagement letters

Interactive proposals clients approve online

E-signatures

Send any PDF for signature in minutes

Client onboarding

Forms, ID checks and tasks in one flow

Document collection

Request files and let reminders do the chasing

Client portal

A branded home for every client

Invoicing & payments

One-off and recurring invoices via Stripe

Virtual data rooms

NDA-gated rooms for deals and due diligence

FAQ

File sharing questions

How much can I store?
Paid plans include 100 GB of file storage. Individual files can be up to 50 MB.
Can clients upload files to me?
Yes. Switch on client uploads for any folder. You can also send upload request links that work without a login, through document collection.
Can I stop a client downloading a file?
Yes. Downloads can be switched off file by file, and clients can still preview it in the portal.
Will I know when a client opens a file?
Yes. The activity feed records opens, previews, downloads and uploads, and you can get a notification when they happen.
I need to share files with investors or buyers, not clients. What should I use?
Use a virtual data room. Rooms add an NDA gate, user groups and file watermarking, and are included in the Premium plan.

Get started

Send your next file through the portal

Set up a client folder, upload a file and see when it’s opened.

Start free trial

14-day free trial · No credit card · Clients are always free