Compliance
Send a link and get the documents
without the run around.
Send a checklist by email or SMS. Your client uploads from a secure link with no account, and you get back an itemized record of what arrived.
Try on yourself first. No card required.
HIPAA BAA available
No recipient login
The recipient view
Your client taps a link and uploads. That is it.
No portal invite, password reset, or app install. They see the checklist, attach files from their phone or computer, and submit when the required items are complete.
- Upload page works on mobile and desktop
- Recipient experience available in 11 languages
- Progress saves as files are uploaded
Used by
Built for the person who runs the practice,
not the person who runs IT.
For teams who already work from a per-client checklist and want the link to do the asking.
Accountants
W-9s, 1099s, prior-year returns, trial-balance exports, engagement letters. Itemized so you know exactly what is still outstanding.
Bookkeepers
Onboarding documents, monthly receipts, bank statements, payroll summaries. One link per client, with the items you ask for spelled out.
Immigration paralegals
Passports, I-94s, employment authorization letters, sponsor affidavits, supporting evidence. Every checklist sent and tracked.
Medical billing
Provider credentialing packets, payer enrollment forms, records requests for denied claims. Collected under a BAA, with retention you set.
AI assistants
Send a request from Claude or ChatGPT.
Connect SendMeDocs once and create requests by typing what you need. The same MCP server works in Claude Desktop, ChatGPT, Cursor, and any client that speaks the protocol.
- OAuth in two clicks, or bring your own API key
- Same per-request billing, no AI surcharge
Pricing
Choose by commitment level. Every feature is included.
That includes the audit log, encryption, passkey auth, SMS delivery, and auto-delete on a schedule you choose. Commitment levels only change how many requests are included.
Pay as you goNo monthly minimum
$0.50 per request
Baseline rate
30 requests included$12/month
$0.40 per request
20% off PAYG
Most popular100 requests included$25/month
$0.25 per request
50% off PAYG
400 requests included$60/month, billed annually
$0.15 per request
70% off PAYG
Pay as you go is email-only with shorter retention. The three commitment levels include SMS and longer retention. See the full breakdown.
Pricing in context
What three seats cost before you send a single request.
Box, ShareFile, and SmartVault all require seat minimums and bundle the BAA into higher tiers. SendMeDocs charges per request, no seats and no enterprise sales call.
SendMeDocs
Baseline
$12 / month
Box Enterprise$15 per user, 3-user minimum
3.8× SendMeDocs
$45 / month
ShareFile Premium$26 per user, 3-user minimum
6.5× SendMeDocs
$78 / month
SmartVault Business Pro$50 per user, 3-user minimum
12.5× SendMeDocs
$150 / month
Why small firms switch
The collection layer that works with the tools you already use.
Client experience
No account for recipients
Clients get a secure upload link and a plain checklist. No new password, no extra portal to remember.Automation
REST API, webhooks, and Zapier
Trigger downstream workflows when documents arrive. Bring SendMeDocs into the systems you already use.Follow-up
Organized request status
Track pending, completed, expired, and revision requests without digging through inbox threads.Common questions
The things people ask before signing up.
Does my client need an account, an app, or a password?
No. They open the link from any phone or laptop, see what you asked for, and tap one button to upload. We never email your client about anything except the request you sent.
How are the files secured?
Encrypted in transit with TLS and at rest with AES-256. Upload links expire on the schedule you choose, and files auto-delete after the retention window. Dashboard access is passkeys only, no passwords. Full security overview.
What if my client opens the link and never uploads?
You set a reminder cadence per request. The link nudges them on the schedule you choose, and the audit trail shows when they viewed it. The follow-up runs on its own.
What happens to the files after the engagement is over?
They auto-delete on the schedule you choose. The default is 30 days after the request closes, configurable per request or per template. Less to back up, less to leak, less to remember to clean up.
Can I send the link by text message instead of email?
Yes. Email, SMS, or both. SMS is built in on every commitment level, with consent collection on your side and STOP-keyword opt-out handled for you.
Can I customize the items I am asking for, per client or per template?
Yes. Pick from a built-in checklist, save your own templates for recurring workflows, or add one-off custom items per request. Templates can be shared across your team so the bookkeeper does not reinvent the engagement-letter ask every January.
Get started
Send your first request in the next five minutes.
Pay as you go is $0.50 per request, no monthly minimum, no sales call. Try the full loop on a 5-send demo first, no card required. Audit log, encryption, and auto-delete are always included.
- Self-serve HIPAA BAA
- Pay as you go from $0.50/request
- Files auto-delete on your schedule