Secure client intake

Collect sensitive client documents without the chaos.

Send one secure link. Clients upload files in minutes. You get a complete, timestamped record with full audit visibility.

No credit card | GDPR-ready | Hosted in Germany

GDPR-readyEU data residency and audit logs
Hosted in GermanyHetzner Cloud
No client loginOne link only
Secure controlsPassword, expiry, size limits
Intake desk

Acme Tax - Q2 docs

3 of 5 files received

Live
Bank statements.pdfReceived
Invoices.zipPending
Payroll.csvWaiting
You always know what is missing.
Client uploadMobile friendly, idiot-proof
Status boardMissing files always visible
Audit trailEvery upload is logged
Why teams switch

Stop chasing files across email, WhatsApp and cloud drives.

Give clients one clear place to upload and track everything from a single, calm workspace.

Trusted by tax advisors, consultants and GDPR-driven service businesses.

Tax advisorsConsultantsLegalAgencies
01

Single source of truth

All client documents in one place. No more inbox searching. Every file lands in the right case.

02

Always know what is missing

Never chase clients again. Live status shows missing files before deadlines hit.

03

Client-proof workflow

No logins. No confusion. Clients upload, confirm, done - even on mobile.

04

Audit-ready delivery

Built for compliance. Timestamps and logs make audits simple and stress-free.

Workflow

Professional intake with full control.

No client accounts. No confusion. Full control from start to finish.

1

Define security once

Password, expiry and size limits - set in seconds.

2

Send one clear request

Share via email or chat. Clients upload without logins.

3

Stay in control

Timestamps, status and audit-ready records included.

Link settingsReady
PasswordRequired
Expires7 days
Auto-closes after deadline
Max size250 MB
Uploads3 of 5 received
Missing files visible at a glance
Last activity 2 minutes ago

Designed for tax advisors, consultants and compliance-driven teams.

Security snapshot

Designed for GDPR-compliant client data collection.

Keep sensitive client data in the EU - with the transparency auditors expect.

Hosted in GermanyHetzner Cloud - EU data residency
GDPR-readyDPA available - privacy-first design
Secure linksPasswords - expiry - upload limits
Audit trailTimestamped uploads and downloads
Compliance focus

Security clients understand. Controls auditors accept.

Make security visible without overwhelming clients. Clear rules, clear limits, clear proof of delivery.

  • Private object storage with S3-compatible buckets.
  • Per-link and per-client access controls.
  • Centralized download control dashboard.
  • Full logs for uploads, changes, and downloads.
Ready to start

Create a secure client intake

No credit card | GDPR-ready | Hosted in Germany

Built for real work

Trusted by teams handling sensitive client data daily.

Accounting and tax

Collect tax documents with clear status tracking and audit-ready records.

Agencies

Receive client files without logins, broken links or follow-ups.

Real estate

Securely collect contracts, listings and identity documents.

Finance and insurance

Maintain clear document trails that stand up to audits.

Pricing

Simple pricing that scales with your workload.

No per-client fees. No surprises. All plans include secure uploads, audit trails and client status tracking.

Solo

USD 15

Best for individual professionals

  • Secure upload links
  • Client status tracking
  • Upload notifications
Most popular

Pro

USD 39

Best for professional client workflows

  • Unlimited active intake links
  • Higher client volume per workspace
  • Priority onboarding and support

Team

USD 79

Best for multi-user and high-volume workflows

  • High-volume client workflows
  • Centralized audit and activity logs
  • Team billing and access controls

All plans are GDPR-ready, hosted in Germany, and can be cancelled anytime.

Start free trial

No credit card required.

Need higher volumes or custom workflows? Contact us for an enterprise plan.

FAQ

Questions teams ask before switching.

Do clients need an account?

No. Clients upload through a secure link without creating an account.

Can I set passwords or expiration dates?

Yes. Each link can have its own password, expiry, and file size limits.

Where are files stored?

Uploads go directly to S3 compatible object storage and are never sent over email.

Is SendMeSafe GDPR compliant?

We are GDPR-ready with EU data residency, audit logs, and a DPA available on request.

Where is SendMeSafe hosted?

The platform is hosted in Germany on Hetzner Cloud infrastructure, with EU data residency for storage.

How do I know what is missing?

Client status and file lists update as uploads arrive, so you can track progress at a glance.

Ready to stop chasing documents?

Give clients one link and keep every upload traceable.

Create secure upload link