Solution

A secure client upload portal, without the client account.

Send clients a branded upload portal with a checklist of exactly what you need. They upload securely from a link, with no account to create, and you get every file in one place with an audit history.

$9.99/month. 3 seats included. 7-day free trial, no credit card required.

What you get

Everything a client document portal needs.

Branded upload portal

Send a clean page with your logo and branding, so the request looks like it came from you.

A checklist for every request

List exactly what you need, so clients know what to send and can see what is still outstanding.

No client account required

Clients open the link and upload. There is no account to create and nothing to install.

Secure upload links

Files are encrypted in transit and at rest. Add a deadline and optional verification.

Access controls

Set link expiry and an optional PIN, password, or SMS code on supported workflows.

Audit history

See what was uploaded and when, so you have a record of every request.

A client upload portal in Vukorix is built on Secure Receive.

Who uses it

A secure client upload portal for document-heavy teams.

Accountants and finance teams use it for onboarding and tax-season collection. Mortgage and finance brokers use it for application documents. Law firms use it for client intake and identity checks. Clinics use it for forms and consents. Agencies and managed service providers use it to collect assets and access details. Anywhere you ask clients for documents, a branded portal beats chasing email attachments.

FAQ

Common questions.

What is a client upload portal?

A client upload portal is a secure page where clients upload the documents you request, instead of emailing attachments back and forth. Vukorix gives you a branded portal with a checklist, so clients know exactly what to send.

Do clients need an account to upload?

No. Clients open the link you send and upload from a branded page. There is no account to create and nothing to install.

Is the upload secure?

Yes. Files are encrypted in transit and at rest. You can set link expiry and add an optional PIN, password, or SMS code on supported workflows.

Can I see what was uploaded and when?

Yes. Vukorix keeps an audit history of each request, so you can see what was uploaded and when.

Who is a client document portal for?

Teams that collect documents from clients regularly: accountants, finance and mortgage brokers, law firms, clinics, agencies, and managed service providers.

Document workflows your business actually uses.

Start your 7-day free trial. No credit card required.