New:ready-made intake templates in Flow for MSPs and IT, healthcare, dental, legal, consulting and more. See the templates →
Stop chasing documents, passwords and signatures across email. Give every client one secure workspace, and they never need an account.
Get everything on every plan · 14-day free trial
HIPAA BAA available on request
What do you need to do today?
Create a separate vendor account with access to the imaging server only, from 7 PM to 10 PM on weekdays, with sign-in codes required.
Access ends automatically on Dec 31. If anything breaks, we disable the account.
Harbor Point IT will provide managed IT services to Northbridge Family Dental, including help desk, backups and security, starting December 1.
Each client gets a secure workspace with folders, permissions and browser viewing. Need something from them? Send one link and watch the list fill in. Every upload is scanned.
See how Core works →Every client gets a workspace in Core, the document management and collaboration center of MyDocUploads. Conversations, Secure Drop, Flow and Sign all work inside it, so every file, answer, password and signature ends up in the same place, with the same permissions and the same activity record.
See what's in Core →Find your industry and see the jobs in your own documents. Then open your industry page for the full picture.
| Manage documents | Discuss a file | Send a password | Collect answers | Get it signed | |
|---|---|---|---|---|---|
| MSPs & IT providers → | Onboarding docs and network diagrams | Change requests approved on the file | Admin logins and recovery codes | Client onboarding questions | Managed services agreements |
| Healthcare & dental → | Insurance cards and referrals | Front desk and billing agree on a file | Vendor and lab portal logins | New patient intake | Consent forms |
| Law firms → | IDs and records for a matter | Redlines agreed, then approved | Portal logins and account numbers | Client intake with a conflict check | Engagement agreements |
| Accounting & tax → | W-2s, 1099s and K-1s | "Wrong year" sorted on the 1099 | IRS IP PINs and bank details | Tax preparation intake | Engagement letters |
| Agencies → | Brand assets and photos | Proofs approved on the exact version | Website and social logins | Design project brief | Statements of work |
| Consultants → | Client data for the engagement | Feedback on the draft report | System access for the project | Engagement kickoff intake | Proposals |
They open a link with your name and logo on it, see exactly what's missing, and finish from their phone. No password to forget, no app to install.
A growing library of intake form templates by industry. Edit any question, add a PIN and send. Answers land with the client's files.
Browse the template library →Plans differ by size, never by which tools you get.
MyDocUploads is a secure client document workflow. Each client gets a secure workspace where you collect files, discuss them, send passwords that expire, run intake forms and get PDFs signed. It has five modules: Core, Conversations, Secure Drop, Flow and Sign.
Businesses that exchange documents with clients every week: law firms, accounting and tax practices, healthcare and dental practices, IT providers, agencies and consultants.
Storage holds files. MyDocUploads is built around the work with each client: file requests with a checklist, discussion and approval on the file, passwords sent by Secure Drop, intake forms and e-signatures, all in one workspace per client with its own permissions and activity record.
No. Clients upload files, view shared files, fill in forms, open Secure Drops and sign documents from secure links. To comment on a file, they sign in.
Data is encrypted in transit and at rest, every upload is scanned for malware, permissions are set per person and per workspace, links can expire and require a password or PIN, and every workspace keeps an activity record. Data is stored with Amazon Web Services in the United States. A HIPAA Business Associate Agreement is available on request.
No. No customer content is sent to any AI service.
Starter is $29 a month, Professional $99 a month and Business $299 a month. Enterprise is custom. Get everything on every plan, and save 25% with annual billing.
Yes. Every plan starts with a 14-day free trial. A credit card is required to start, and we email you 3 days before the trial ends.
