Stop chasing documents through email. Your clients don't need an account.
Built for accountants, notaries, bookkeepers, and small firms still running document collection through their inbox.
Create your accountTry the 5-send demo with no card, or add one to start the 7-day trial.
Your inbox can't tell you what's missing.
Every W-9, bank statement, and signed form ends up buried in a reply chain. Attachments get stripped, files get re-sent in the wrong version, and nobody can remember whether the client ever answered.
How it works
You send a request
Pick what you need, add a name and a phone or email. That is the whole form.
They get a text or email
Your client taps the link and uploads from their phone. No account, no app, no password.
You get the file
Uploads land in your dashboard, ready to review or download.
Why it is different
The gap between a client portal that expects an account and a Gmail thread that forgets attachments.
| SendMeDocs | Client portal | ||
|---|---|---|---|
| Recipient creates an account | Never | Required | No |
| Recipient installs an app | Never | Sometimes | No |
| Works from any phone browser | Yes | With app | Yes |
| Encrypted at rest (AES-256) | Yes | Usually | No |
| Upload link expires automatically | Yes | Rarely | N/A |
| Record of who uploaded what | Yes | Yes | No |
| Files auto-delete on retention | Yes | Varies | Never |
| HIPAA BAA available | Self-serve | Sometimes | No |
Built for small, paper-heavy practices
A client owes you their W-9 and last year's 1099s.
Send one link. Both files come back in the dashboard, labelled by name.
You need the signer's photo ID before the appointment.
Text them a link. They snap a picture. It is waiting before they walk in.
Month-end receipts keep slipping past their deadline.
One request lists every receipt you expect. The client uploads each as it comes in.
What happens to the files
Your files are encrypted at rest, kept in your dashboard for 30 days, and then deleted automatically. No manual cleanup, no leftover data to worry about. Read the full security details.
Ready to stop chasing documents?
Create your account$0.50 per request, or commit from $12/mo. Start with a 5-send demo (no card), or add a card for the 7-day trial. HIPAA BAA available at every commitment level.