Tools / Track customers / SendMeSafe
SendMeSafe
Collect client documents through secure upload links.
What it does
SendMeSafe gives each client a private upload link or branded portal so they can send you files, with messaging and reminders for missing paperwork. Data is encrypted and hosted in the EU, and there is a free plan for up to 10 clients.
Best for
Accountants, small law firms and consultants chasing client paperwork.
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