Open your private link
Your professional sends a personal checklist built around exactly what they need.
Private document delivery
Your documents.
Sent securely.
A calm, guided way to send sensitive documents to a trusted professional—without putting them in an email.
Have an invitation? Open the private link sent by your professional.
Secure session Protected
Document requestedProof of incomePDF, image, Office or Apple Numbers
UploadedEncrypted transfer
Security scanChecked for threats
DeliveredReady for review
Your file is private and never sent by email.
Private Client-specific access
Screened Malware protection
Traceable Approval record
Flexible Files up to 1 GB
Simple from the first click
Sensitive doesn’t have to feel complicated.
SecureUpload turns a document request into three clear steps.
Review and approve
Preview your file, compare it with an example and add an optional note before submitting.
Send with confidence
Your encrypted upload is scanned, recorded and made available only to the intended team.
Security you can understand
Built for the documents you wouldn’t send casually.
Security is part of the experience—not a badge added afterward. Every step is designed to reduce unnecessary exposure.
Canadian cloud storageDocuments are stored privately in Microsoft Azure’s Canadian infrastructure.
Private by design
Encrypted transfer and private storage in Canadian Microsoft Azure infrastructure.
Screened before access
Uploads remain quarantined while Microsoft Defender checks them for malware.
A clear chain of custody
Review, approval, timestamps and client notes create a reliable submission record.
Sensitive files stay out of email
Personal upload links replace attachments, forwarding and unclear document versions.
Made for moments that matter
One secure experience.
Many important conversations.
Wherever sensitive records need to move between people, SecureUpload keeps the process private, clear and organized.
Mortgages
Income documents, statements, identification and property records—organized around a personal checklist.
A clearer way to shareAccounting
Tax slips, receipts, corporate records and working files delivered securely with helpful context.
A clearer way to shareLegal
Private correspondence, identity records and matter documents collected through a clear, guided experience.
A clearer way to shareA better handoff
Keep private documents private.
SecureUpload gives clients a guided experience and professionals a safer way to receive what they need.