Collect the records. Verify the exchange.
Give clients a branded File Drop for tax records and financial packages, and send reports with evidence of recorded origin and exact content.
A practical workflow for your team.
Request client records without asking for ordinary email attachments.
Use the configured Vault route to organise eligible submissions.
Send financial reports through a protected exchange.
Review recorded access without treating it as proof of reading.
Connect the rest of the workflow.
Receive confidential files without email attachments.
Give clients a branded upload route for tax records, legal documents, financial statements and project files.
Explore the capability →Secure files. Shared workspaces. Clear permissions.
Keep project files together, organise folders and decide what each authorised person can do.
Explore the capability →Every important action. One clear audit trail.
Resolve questions about sensitive exchanges with time-stamped activity, rather than relying on inbox recollection.
Explore the capability →Use the controls alongside your professional responsibilities.
These workflows support confidential communication and evidence review. They do not replace professional judgement, regulatory obligations, independent identity checks or payment controls. Plan, access and deployment conditions still apply.
Make the next important exchange verifiable.
Explore the real product workflows or register your interest in the hosted platform.