Use cases
Built for practices that get sued for losing documents
The mechanics are the same everywhere: an encrypted drop, a deadline, and cryptographic erasure when it passes. What changes is what your regulator expects, what your client will tolerate, and how much of the year is a deadline.
CPAs and tax firms
Returns, W-2s, K-1s, and organizers, all moving in a ten-week window when nobody has time to talk a client through a portal signup.
- Clients upload from a link with no account
- Drops expire on a deadline you set
- IRS Publication 4557 and GLBA-aware audit trail
Law firms
Privileged material that should not outlive the matter, exchanged with clients who are frequently not technical and occasionally adversarial.
- Keys destroyed at matter close, not just links revoked
- Payment gating before a deliverable is released
- Aligned with ABA Model Rules on competence and confidentiality
Financial advisors
Onboarding asks for statements, IDs, and account numbers before the relationship has earned that trust. The collection process is part of the pitch.
- Branded intake your client completes in one sitting
- Nothing left sitting in an inbox afterwards
- Per-file encryption with separate key storage
Not on this list?
Insurance agents, healthcare billing, estate planning, and family law all run the same problem with different rules attached. Those are covered in the guides.
Browse all guidesSend your first encrypted drop today
No client accounts, no software for them to install, and nothing left behind when the deadline passes.