Secure Doc Manager
Collect documents the easy way
Secure Doc Manager is a document collection and notification system for organizations that need recurring documents from clients, employees or patients. It replaces manual chasing by sending reminders for missing requested documents and gives clients a centralized place to share and store files, rather than relying on email, FTP or messaging apps.
Setup covers document categories, recurring requests, team members and notification settings, with activity tracking for oversight. The platform is hosted on Amazon Web Services and is described as SSAE16 Type II and ISO 27001 certified. It is aimed at bookkeepers, accountants, loan brokers, lawyers and similar professionals. Paid editions are offered on a monthly or yearly basis with a 14-day free trial, no long-term contracts, and cancellation or plan switching at any time; each edition includes a set amount of protected data, one team member and a client limit.
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