Share files, securely

Organize projects, preview files, and discuss work in one place. Every file is encrypted at rest with zero compromise on speed.

Files
2025 Tax Season
Form-1040-Draft.pdf
W-2-Statements.pdf
receipts-summary.xlsx
Supporting docs
Request List
W-2 Statements
Photo ID
1099 Forms
Form 1040 — U.S. Individual Income Tax Return
1
2
3
Discussion
A
Pin 1
Alex
Check line 7 — should this be itemized?
S
Pin 2
Sarah
Missing W-2 amount here. Can you confirm?
M
Pin 3
Mike
Deduction looks correct. Approved.
Features

Everything you need to collaborate on files

Encrypted storage

Every file is encrypted at rest. Your data stays private, always.

Threaded discussions

Comment on any file or project. Keep conversations in context, not scattered across emails.

Team roles

Owner, editor, or viewer. Give the right people the right access to every project.

Project workspaces

Organize files into projects with nested folders. Everything in its place.

PDF annotations

Drop pins on any PDF page to leave feedback in context. Drag to reposition, click to jump to the discussion.

Real-time updates

See new files, messages, and changes the moment they happen. No refresh needed.

Document requests

Create a checklist of needed documents. Clients upload each item, and you track progress in real time.

Version history

Upload new versions of any file and keep a complete audit trail. Restore previous versions at any time.

Deadline tracking

Set deadlines and track project status through a clear pipeline. See what's overdue, what's due soon, and what's on track.

One-click access

Invite collaborators with magic links. They click once and they're in — no passwords, no friction.

Automatic reminders

Set it and forget it. Clients get automatic nudges for missing documents, with escalation as deadlines approach.

How it works

Up and running in minutes

1

Create a project

Set up a workspace for your team, client, or personal files.

2

Upload & organize

Drag and drop files, create folders, or send a document request list so clients know exactly what to upload.

3

Invite your team

Share the project with collaborators. They click one magic link and they're in — no passwords needed.

Built for

Trusted by professionals who handle sensitive files

Accountants & CPAs

Share tax returns, W-2s, and financial statements with clients. Keep every document encrypted and organized by engagement.

Designers & Agencies

Get feedback on mockups and deliverables with PDF annotations. Pin comments to specific parts of a design for clear, contextual reviews.

Law Firms

Exchange contracts, court filings, and case documents with clients. Role-based access ensures confidentiality across matters.

Real Estate

Share inspection reports, closing documents, and property files with buyers, sellers, and agents in one secure workspace.

Healthcare

Send lab results, referral letters, and patient documents between practices. Encrypted storage helps protect sensitive health information.

Consultants & Freelancers

Deliver reports, proposals, and project files to clients. Threaded discussions keep feedback organized without endless email chains.

Ready to share securely?

Create your free account and start collaborating with your team in minutes.

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