Resources
Guides on collecting files securely
Practical, no-fluff guides on handling sensitive documents.
How to collect a rental application securely
Rental applications are full of sensitive data. Here's how to collect them without exposing applicants - or yourself - to email risk.
Client intake and PHIPA: collecting health documents safely
If you collect intake forms, insurance cards, or prior records, here's how to handle them in a way that respects PHIPA and HIPAA expectations.
A secure alternative to WeTransfer for sensitive files
WeTransfer and public Dropbox links are convenient, but anyone with the link can open the file. Here's what to use when the contents are sensitive.
Collecting onboarding documents from new hires securely
Onboarding means collecting ID, banking and tax forms from someone who doesn't have a login yet. Here's how to do it without insecure email.
FINTRAC document collection for real estate agents
Real estate transactions come with ID and source-of-funds obligations. Here's how to collect that paperwork securely on every deal.
Secure financial disclosure for insolvency and debt files
An insolvency file means collecting dozens of financial documents from someone already under stress. Here's how to make intake painless and secure.