CPAs/Accountants
Upload income receipts, bank account details, have sensitive discussions and share back tax returns
Share, message and upload securely with any contact or employee
Secure conversational portals
Share, message, discuss and upload securely with any contact or employee with secure portals
Are you still using insecure email to upload or share sensitive conversations with your contacts or employees? Protecting and securing your customer and employee document uploads and sensitive conversations is not just a necessity but also a requirement for many businesses.
Secure portals provide a much more secure way to share sensitive data with a contact. Your contacts have a private, dedicated space to communicate, share documents, and collaborate with your team, where all messages and attachments are automatically encrypted, with no need for individual passwords - And your contact can access their portal 24/7, using just one PIN or password to access everything.
How secure are your uploads from clients?
Are you still asking your contacts to share documents with you using insecure email? Email was never designed to be secure any document stored in an Inbox will be unprotected for many years as Inboxes are rarely cleared out
Trying to have private or secure conversations with clients using email?
How are you securing your sensitive conversations with clients? Are you encrypting these messages so that they remain secure and private and only visible to those that need access?
Sharing passwords, bank account numbers or SSNs insecurely?
Sharing passwords insecurely or asking contacts or employees to send sensitive data such as SSNs, bank account numbers in email? How often do you or your contact empty your sent or Inbox folder?
Sharing salary or medical information with employees?
Most HR teams use email have private conversations with employee, exchanging bank account details, salary information and even medical data. This is never going to remain private even from you own IT team
Are your uploaded documents ransomware safe?
Storing sensitive data or documents after it has been uploaded to your business needs protection from ransomware or other attacks that might expose the customers data. How secure are your documents?
Our portals are built to not only allow uploading of documents but also messages in either direction. Upload from a contact, share a document out to your customer or employee, exchange messages or
have discussions all encrypted and secured by default
And because we support messages and discussions, there is never any need to use insecure email and risk any sensitive data - Plus everything you share from documents, passwords or discussions are in one place
which makes it simpler for your team to manager and be more productive
Why Dropvault Portals?
Want to see why so many organizations choose Dropvault portals and why they are one of the best and most private?
The portals are so simple to use we can just share with a new contact with no training or introduction - And working in secure portals takes away the stress that comes with email - No malware risk or fake email addresses and it reassures both the client and the team that data is secure and protected and the content can be trusted. It allows teams to focus on their job and working with clients and be more productive. And our insurance broker is happier!
John Reed, Alchamey
Privacy & Security
Encryption built into the app
Privacy by design - Only your contact and your team can access or view
Secure by default. Encryption on every message or document.
Dropvault has no access to your content
MFA, SSO, Trusted Locations, Security posture and more all providing the best in security
Flexibility
Share messages or documents with your clients or employees
Share in either direction at any time. Your team can share to a contact or employee, or your contact can share into your team - All in the same portal
Access with link and pin, pin less, or using a My Portal page
Dropvault is a web app - Nothing for your team or contacts to install
Productivity
Built for teams - No CC'ing or forwarding of any message
Tasks, reminders and calendar built in so your team can manage sharing without the need for multiple apps or solutions
Discussions and documents stay in the one place so easy for your team to catch up on any sharing or discussions.
Each portal is a history of all document sharing, conversations or uploads - all in one place.
Conversational
Secure messaging as well as documents - No need to use two different apps
Reply or add a comment to any existing conversation
Share messages with sensitive content without documents
No need to share documents in one app and discussions in email.
Where our portals are used
The flexibility of our portals provides solutions for any business.
Identity Documents
Securely upload copies of identity documents such as passports, driving license and also work permits and proof of home address
Sharing Passwords
Share passwords is a simple as creating a new message and copy in the password - And you can choose to expire and auto delete when no longer required
Legal Communications
Discuss legal matters in private and exchange documents in either direction. Every client with a private & secure space to share and discuss
High Net Worth Clients
Connect, share, discuss and upload with your valuable clients with a dedicated and branded portal
Schools/Colleges
A private space for school administration to communicate, discuss and share feedback, medical issues, account information and other sensitive data with parents
Real Estate Transactions
Collaborate with clients, upload proof of address and identity documents and financial documents securely and in private
How we protect your data and make your team more productive
Upload files securely from any contact or employee
Need to have a contact upload a document securely? Our encrypted portals provide a secure space for your contacts or employees to upload or share documents with you - And their portal is available 24/7 without your team needing to share a link first.
There is no need to secure and add a password to a PDF or other document - Just attach to a message or drop into the portal and we will encrypt and share. No PDF password to set up and share.
Conversations, discussions & messages
Our portals are more than just documents. They are conversational so you can share a discussion or a message with your contact - And they can reply and share back to your team all in the same portal.
Conversational portals mean you never have to use insecure email to share anything with your contact and no need to forward or CC any message and it keeps your discussions in the same place as your documents so context is maintained.
Share passwords and links that auto expire
Share passwords and other sensitive messages that auto delete after a set time - Choose any message or document, then set any time or date to auto expire the content so that this sensitive data doesn't remain in a portal long term.
Shared and Private messages
By default any message, conversation or documents is always shared with your team - but there are times when you need to send or receive a private message or document from your contacts.
Just select any contact from the contact manager, choose Private Message and share something. This message or document will only be accessible by you or the contact - Your team will have no visibility or access.
Pin or Pin-less access to portals
Your contacts can access their portal using pin or password-less link that expires, a link with a password or sign with Google/GMail, Microsoft (and soon Apple ID) without needing a pin or password from you. This makes it friction-less and more secure for your contacts.
"My Portal" access 24/7
Add a "My Portal" link to your website or to your email signatures. Your contacts can access their portal at any time without the need for you to share or send a link with the contact first.
A Pin is for the entire portal and not for every message or document - This makes it simple and friction-less for your contacts as they only need a single pin.
E-Signatures
Request a sign off or e-signature from your customers - Just choose any discussion, task or document and request a signature. We will ask your contact to accept and record their signature using any touch device. And not just documents - Discuss with your contact or employee and request a signature on the entire conversation.
No more having to use a second app to manage your signatures and everything it stored securely in your customers portal for privacy.
Registered Delivery
When you need to share a message or documents with a contact and register that they have opened and read the message. We will lock the message after reading which along with our encryption prevents any alteration of the message or it's documents.
Registered receipts are evidential proof of the message was delivered, opened and read by the recipient.
Auto Delete My Data
Privacy is important and removing personal data not only improves security, it also removes data when it is no longer required by a business. We provide every contact with the option to delete their sensitive ID or other document or message automatically after a set date.
The business can override this deletion if it has to meet specific compliance regulations.
Connect to anyone, anywhere on any device
Friction is always the enemy of great security so removing the need to install anything helps protect data.
Dropvault is a web app and your employees, contacts or another business can access any message or document with any browser - And from any device from desktop, tablet or mobile with nothing to install.
Need more?
We've got some great features to help you get more from your portals and make your business more productive
Great tools to manage your documents and conversations
We have great tools to help you and your team manage your conversations - from a task manager where you can assign and track each conversation until it is completed or a team calendar and reminders for keeping track of important customer dates.
These great features mean you never have to take your document out of your secure channel and instead keep it secured while your team is working on it.
Turn any discussion, document or request into a team task
A built in task manager so you can take any discussion or file upload, and turn into a task with a due date, assign to a team, priority and more. Our progress tracker gives your team an easy way to view and track these tasks from your dashboard.
Great for customer care when combined with 24/7 portal access - Your customer or employee can sign in, ask a question, upload, download and even sign a document while your team can easily manage their tasks and requests - all in one place.
Customize your portal
Turn your portal page into an extension of your business with your business branding - Add your logo, custom welcome message and contact details so you portal becomes an extension of your business
We can also connect to your email server so email notifications are delivered to you contacts from your business instead of the default Dropvault server.
Upload and message via Email
Every Dropvault business has a unique email address for uploads which you can share with your contacts to add to their contact manager.
Just send a new message, select this contact, add a subject, message content and any photos or documents and when we receive the message we will add to this contacts portal (or create it if it doesn't already exist).
Upload files securely from any contact or employee
Need to have a contact upload a document securely? Our encrypted portals provide a secure space for your contacts or employees to upload or share documents with you - And their portal is available 24/7 without your team needing to share a link first.
There is no need to secure and add a password to a PDF or other document - Just attach to a message or drop into the portal and we will encrypt and share. No PDF password to set up and share.
Conversations, discussions & messages
Our portals are more than just documents. They are conversational so you can share a discussion or a message with your contact - And they can reply and share back to your team all in the same portal.
Conversational portals mean you never have to use insecure email to share anything with your contact and no need to forward or CC any message and it keeps your discussions in the same place as your documents so context is maintained.
Share passwords, links & messages that auto expire
Share passwords and other sensitive messages that auto delete after a set time - Choose any message or document, then set any time or date to auto expire the content so that this sensitive data doesn't remain in a portal long term.
Shared and Private messages
Our portals are always shared with your team but there are times when you need to send or receive a private message or document from your contacts.
Just select any contact from the contact manager, choose Private Message and share something. This message or document will only be accessible by you or the contact - Your team will have no visibility or access.
Pin or Pin-less access to a portal
Your contacts can access their portal using pin or password-less link that expires, a link with a password or sign with Google/GMail, Microsoft (and soon Apple ID) without needing a pin or password from you. This makes it friction-less and more secure for your contacts.
My Portal access 24/7
Add a "My Portal" link to your website or to your email signatures. Your contacts can access their portal at any time without the need for you to share or send a link with the contact first.
A Pin is for the entire portal and not for every message or document - This makes it simple and friction-less for your contacts as they only need a single pin.
Connect to anyone, anywhere on any device
Friction is always the enemy of great security so removing the need to install anything helps protect data.
Dropvault is a web app and your employees, contacts or another business can access any message or document with any browser - And from any device from desktop, tablet or mobile with nothing to install.
Need more?
We've got some great features to help you get more from your portals
E-Signature requests
Request a signature from a contact on any discussion or document. We will ask for a signature to be entered using any touch device and record this signature along with your discussion and documents.
Registered Delivery
When you need to share a message or documents with a contact and register that they have opened and read the message. We will lock the message after reading which along with our encryption prevents any alteration of the message or it's documents.
Registered receipts are evidential proof of the message was delivered, opened and read by the recipient.
Auto Delete My Data
Privacy is important and removing personal data not only improves security, it also removes data when it is no longer required by a business. We provide every contact with the option to delete their sensitive ID or other document or message automatically after a set date.
The business can override this deletion if it has to meet specific compliance regulations.
Great tools to manage your documents and conversations
We have great tools to help you and your team manage your conversations - from a task manager where you can assign and track each conversation until it is completed or a team calendar and reminders for keeping track of important customer dates.
Turn any discussion, document or request into a task
A built in task manager so you can take any discussion or file upload, and turn into a task with a due date, assign to a team, priority and more. Our progress tracker gives your team an easy way to view and track these tasks from your dashboard.
Great for customer care when combined with 24/7 portal access - Your customer or employee can sign in, ask a question, upload, download and even sign a document while your team can easily manage their tasks and requests - all in one place.
Customize your portal
Turn your portal page into an extension of your business with your business branding - Add your logo, custom welcome message and contact details so you portal becomes an extension of your business
We can also connect to your email server so email notifications are delivered to you contacts from your business instead of the default Dropvault server.
Upload and message via Email
Every Dropvault business has a unique email address for uploads which you can share with your contacts to add to their contact manager.
Just send a new message, select this contact, add a subject, message content and any photos or documents and when we receive the message we will add to this contacts portal (or create it if it doesn't already exist).
Enterprise Features
Your documents, your storage, your keys, your authentication, your email
From customer specific document storage on Azure, AWS, Google and on-prem, to authentication via OpenID, Microsoft, Okta or Google, customer provided key vaults and customer owned email server for notifications, we have enterprise clients covered when it comes to supporting your many platforms.
Your documents, your storage.
By default we provide encrypted cloud storage for your documents but we can also connect to your enterprise storage - Amazon S3, Microsoft Azure Blob, Google Cloud and MIN.IO
Bring your own keys
It's your data so you can control and manage the encryption keys. All your channels can connect to your corporate key vaults/HSM for all key storage instead of our own external HSM.
Choose your authentication provider
We support Microsoft, Office 365, Google (and soon Apple ID) for authentication. We can also connect and support enterprise Okta and Entra ID so you control access to your channels and services.
Your messages, your email
Connect your email corporate server to your channels and we will use this server for all outgoing notifications instead of the Dropvault default email server. This provide better compliance for those enterprise organizations that require it.
API - Connect your app to ours
Do you have a website or app that uploads and stores customer identity or other sensitive documents but are not storing them securely?
You can connect your app to our API - We take care of the encryption, key management, storage and also provide your customers and your team with a great portal for access to these documents
Access Logs & Auditing
Our auditing provides you team with easy access to every access, open, download, new discussion or reply from either your team or your contacts.
Plus you can track the location the contact or employee connects from, the device and much more.
Enterprise Features
Your documents, your storage, your keys, your authentication, your email
From customer specific document storage on Azure, AWS, Google and on-prem, to authentication via OpenID, Microsoft, Okta or Google, customer provided key vaults and customer owned email server for notifications, we have enterprise clients covered when it comes to supporting your many platforms.
Your documents, your storage.
By default we provide encrypted cloud storage for your documents but we can also connect to your enterprise storage - Amazon S3, Microsoft Azure Blob, Google Cloud and MIN.IO
Bring your own keys
It's your data so you can control and manage the encryption keys. All your channels can connect to your corporate key vaults/HSM for all key storage instead of our own external HSM.
Choose your authentication provider
We support Microsoft, Office 365, Google (and soon Apple ID) for authentication. We can also connect and support enterprise Okta and Entra ID so you control access to your channels and services.
Your messages, your email
Connect your email corporate server to your channels and we will use this server for all outgoing notifications instead of the Dropvault default email server. This provide better compliance for those enterprise organizations that require it.
API - Connect your app to ours
Do you have a website or app that uploads and stores customer identity or other sensitive documents but are not storing them securely?
You can connect your app to our API - We take care of the encryption, key management, storage and also provide your customers and your team with a great portal for access to these documents
Access Logs & Auditing
Our auditing provides you team with easy access to every access, open, download, new discussion or reply from either your team or your contacts.
Plus you can track the location the contact or employee connects from, the device and much more.