Hold your clients' documents like the professional you are.
Your clients trust you with their most sensitive paperwork. Keep it secure, share it as a controlled link, and track every renewal — so you look reliable, organized, and a step ahead.
Barn Tavern LLC
Requested via leveair
The problem
Client documents scattered everywhere make you look small.
A client's tax form buried in an email thread, a COI you can't find when they ask. Every fumbled document chips away at the one thing your practice runs on — trust.
Look like the firm clients brag about.
Hold client files securely
Every client document in one controlled place — not scattered across email threads, shared drives, and your desktop. You decide exactly who sees what.
Share like a professional
Send a client a clean, branded link instead of a 12 MB attachment. They open it in one tap, you see when they do, and you look like the firm you are.
Never miss a client's renewal
Track every client's COI, license, and contract expiry. Reach out before it lapses — and look proactive instead of reactive.
Collect what you need, painlessly
Request W-9s, IDs, and signed engagement letters with one link. No more chasing clients through five emails for one document.
Clients judge you by how you handle their paperwork.
The firm that sends a clean, secure link — and reaches out before a renewal lapses — looks like the one that has it together. The one fumbling attachments and missing dates looks like the one that doesn't. Your documents are a trust signal. Make them work for you.
Questions, answered
Who is this for?+
Professionals who hold or create documents on behalf of clients: CPAs, accountants, bookkeepers, insurance agents, fractional CFOs, consultants, and agencies. Anyone whose reputation depends on handling client paperwork securely and professionally.
Can I control what each client sees?+
Yes. Every document goes out as a controlled link — you decide who can open it, you can require a one-time email check for sensitive files, and you can revoke access anytime, even after they've opened it.
How does this make me look more reliable?+
Two ways: you send clean branded links instead of clunky attachments, and you track every client's renewals so you reach out before something lapses. Clients notice the firm that's always one step ahead.
Can I keep each client's documents separate?+
Yes — documents stay organized per client, and you control access individually. Nothing bleeds between clients.
How much is it?+
$29 a month, flat — every feature, unlimited links, unlimited clients, no per-seat fees. 7-day free trial, no credit card to start.
Protect your clients' documents — and your reputation
7-day free trial. No credit card. No annual contract. Cancel anytime.
Start free