Secure financial disclosure for insolvency and debt files
A single insolvency or debt-counselling file can require dozens of documents: pay stubs, tax slips, bank and credit-card statements, asset records. They arrive over weeks, by email, one attachment at a time - and every one of them is sensitive financial information about someone already under stress.
Turn a pile of email into a checklist
A single secure link with a clear checklist lets the client see exactly what is still outstanding and what they have already sent. You stop reconstructing the file from a long email thread, and they stop wondering whether their last attachment arrived.
An audit trail you can rely on
Every upload is timestamped and attributed, so the audit log doubles as your evidence of what was collected and when - useful on a regulated file. Files are virus-scanned and encrypted at rest.
Send documents back the same way
When you need to return signed documents to the client, the same secure channel handles it - no second tool, no email attachments.
Ready to try it on your next intake? See how it works.