The Professional Way to Collect Sensitive Documents.
Stop chasing email attachments and worrying about security limits. Give your clients a branded, encrypted portal to upload files directly into your workspace—no login required.
The Core Benefits
Why thousands of professionals trust Axiom for their client document collection.
Frictionless Client Experience
Your clients shouldn't have to create an account or remember a password just to send you a PDF. They simply click your link, drag and drop, and hit submit.
Enterprise-Grade Security
Don’t risk sending tax forms, contracts, or personal data via insecure email. Our portal uses end-to-end encryption to ensure client data stays private.
Automatic Organization
Files are automatically tagged, assigned to the correct client profile in your CRM, and notified to your team instantly. Forget manual sorting.
How It Works
Three simple steps to streamline your document collection workflow completely.
1. Generate
Create a unique, secure upload link from your dashboard with one click. Customize the link with specific request details if needed.
2. Share
Send the link to your client via email, SMS, or paste it into your invoice footer. It works on any device.
3. Receive
Your client uploads their files. You get notified immediately, and the documents appear in their client file ready for review.
Perfect For...
Accountants
Collect tax returns, receipts, and bank statements securely.
Real Estate
Gather ID verification, mortgage approvals, and signed contracts.
Creative Agencies
Receive large video assets and design briefs without email limits.
Legal
Exchange sensitive case files and agreements with absolute privacy.
Everything you need to collect files professionally
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Drag & Drop Interface
Effortless uploading for non-tech-savvy clients.
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Large File Support
Send files up to 25GB without compression.
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Mobile Optimized
Clients can snap photos and upload directly from their phones.
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Custom Branding
Your logo and company name appear on the upload page.
New File Received
Tax_Returns_2023.pdf uploaded by John Doe
Ready to streamline your document collection?
Secure your workflow and impress your clients today with the most professional upload experience.
No credit card required for 14-day trial.