MyDocUploads Conversations
MyDocUploads Secure Drop
File Requests (in Core)
MyDocUploads Flow
MyDocUploads SignFiles and folders
Upload many files at once, organize folders, and keep versions easy to find.
Files. Conversations. Credentials. Decisions. One secure place.
MyDocUploads gives every client their own secure workspace. Request and share files, discuss them, send passwords safely, collect intake forms and get PDFs signed. Your clients never need an account.
Every module on every plan · No credit card · HIPAA BAA available on request
One workspace, four jobs
Pick the job. MyDocUploads has the tool.
All five are included on every plan. Core holds it all together: workspaces, sharing, browser viewing and malware scanning.
One place to stay in control
Keep every file connected to the work around it.
From first upload to final signature, MyDocUploads keeps the files, people, and next steps visible.
Simple sharing
Share a file or folder, choose access, and keep the work in one place.
Team control
Manage members, workspaces, active devices, and notifications from one home.
Document requests
Request files without the back-and-forth.
Create a request, add clear instructions, and send a secure upload link to the recipient. Files arrive straight in the right workspace.
Request files
File conversations
Keep the decision next to the file.
Discuss a file where the file lives. Comment, tag a colleague, and mark it approved. The whole conversation stays attached to the document, so nobody has to search their email to find out what was agreed.
Start a conversation
E-signatures
Send documents for e-signature in a few steps.
Upload a PDF, add signing fields, invite recipients, and follow every signature until the final copy is ready.
Start signing
Secure intake forms
Build forms that make client intake simple.
Choose a prebuilt template or build your own form. Collect responses, protect sensitive forms with a PIN, and review submissions in one place.
Create a form
Secure Drop
Send sensitive details with confidence.
Share encrypted messages and attachments with protected reveal links, passwords, expiry rules, and view limits.
Explore security
Plans that grow with you
Choose the right workspace for your team.
Every plan includes all five modules. Pick the one that fits the size of your team.
Starter
For a single practitioner or consultant.
$29/mo
1 seat · 50 active workspaces · 100 GB
Included modules
- ✓MyDocUploads Core
- ✓MyDocUploads Conversations
- ✓MyDocUploads Secure Drop — unlimited
- ✓MyDocUploads Sign — 25 signature requests per month
- ✓MyDocUploads Flow — 100/month
In Core
- ✓100 GB storage
- ✓Unlimited external viewers
- ✓Browser viewing & secure links
- ✓Branded file requests
- ✓Secure Drop — unlimited
- ✓Malware scan on every upload
Most popular
Professional
For client-facing firms with up to 5 internal seats.
$99/mo
5 seats · 250 active workspaces · 1 TB · +$15/mo per extra seat (max 15)
Included modules
- ✓MyDocUploads Core
- ✓MyDocUploads Conversations
- ✓MyDocUploads Secure Drop — unlimited
- ✓MyDocUploads Sign — 200 signature requests per month
- ✓MyDocUploads Flow — 1,000/month
In Core
- ✓1 TB storage
- ✓Unlimited external viewers
- ✓Workspace activity dashboard
- ✓Branded file requests
- ✓Secure Drop — unlimited
- ✓Role-based permissions
Business
For firms with 20+ seats, unlimited workspaces, and unlimited signing.
$299/mo
20 seats · unlimited workspaces · 5 TB · +$15/mo per extra seat
Included modules
- ✓MyDocUploads Core
- ✓MyDocUploads Conversations
- ✓MyDocUploads Secure Drop — unlimited
- ✓MyDocUploads Sign — unlimited
- ✓MyDocUploads Flow — unlimited
Everything in Professional, plus
- ✓5 TB storage · unlimited Secure Drop
- ✓Branded client portal
- ✓Workspace audit export (PDF + CSV)
- ✓Custom retention policies
- ✓Priority email support
Enterprise
For regulated firms, healthcare networks, government contractors.
Custom
Volume pricing · SLA · MSA
Included modules
- ✓MyDocUploads Core
- ✓MyDocUploads Conversations
- ✓MyDocUploads Secure Drop — unlimited
- ✓MyDocUploads Sign — unlimited
- ✓MyDocUploads Flow — unlimited
Includes everything
- ✓Custom retention and legal hold
- ✓HIPAA BAA available on request
- ✓SAML SSO + SCIM provisioning
- ✓Data residency options
- ✓Dedicated CSM
- ✓Custom storage tier
- ✓24/7 phone support
Questions, answered.
A secure document workflow for client-facing firms. Each client gets a workspace where you share and request files, discuss them, send passwords and other sensitive details, collect intake forms and get PDFs signed.
No. Clients open a secure link to upload, sign, read a Secure Drop or fill in a form. Only your team members log in, and each one uses a seat.
Dropbox and email move files. MyDocUploads keeps the files, the conversation about them, the passwords that go with them and the final sign-off in one workspace per client.
HIPAA has no certification program for software, so the question is which safeguards a tool gives you. Data is encrypted in transit and at rest, every upload is malware-scanned, and a HIPAA BAA is available on request.
Plans start at $29 a month. Every plan includes all five modules and unlimited external viewers. See Pricing for details.
Yes. Every plan starts with a 14-day free trial, no credit card required.
Security you can explain to your clients.
Encryption in transit and at rest, malware scanning on every upload, expiring links, PINs and an audit trail. HIPAA BAA available on request.