The professional way to collect sensitive client documents.
Stop chasing email attachments and worrying about size limits or security. Give your clients a branded, encrypted portal where they can upload tax returns, contracts, IDs, and signed agreements directly to their record in your workspace — no login required.
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Please provide your details and the files to upload.
A secure document collection portal is a branded upload page that lets clients send you sensitive files — tax returns, contracts, IDs, financial statements — without email attachments and without creating an account. Axiom Workspace generates a unique upload link for each client. Files are encrypted in transit and at rest, automatically attached to the right client record in your CRM, and your team is notified the moment anything new arrives. Send files up to 25 GB. No client account required.
Why thousands of professionals trust Axiom for client file collection.
Three problems with email attachments — size limits, security, and lost files — solved by one branded portal.
Frictionless client experience
Your clients shouldn’t have to create an account or remember a password just to send you a PDF. They click your link, drag and drop, and hit submit. That’s it.
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 your team is notified instantly. Forget manual sorting forever.
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 — such as required documents.
2. Share
Send the link to your client via email, SMS, or paste it into your invoice footer or appointment confirmation. It works on any device, in any browser — no app install required.
3. Receive
Your client uploads their files. You get notified immediately by email or push, and the documents appear in their client file in your workspace — already organized, already tagged, ready for review.
Built for any business that handles sensitive client files.
Wherever email attachments fall short — too big, too risky, too disorganized — this is the upgrade.
Accountants & CPAs
Collect tax returns, receipts, W-2s, and bank statements securely during filing season.
Real estate
Gather ID verification, mortgage approvals, and signed contracts in one organized flow.
Creative agencies
Receive large video assets, design briefs, and brand kits without email size limits.
Legal & paralegal
Exchange sensitive case files, signed agreements, and exhibits with absolute privacy.
Healthcare
Intake forms, prior authorisations, and sensitive records on one secure pipeline.
Consulting
Collect onboarding questionnaires, brand assets, and stakeholder interviews in one drop.
HR & recruiting
Onboarding paperwork, signed offers, and ID verification without insecure email threads.
Insurance
Claim documentation, photos of damage, and supporting evidence — all bundled and tagged.
Built to collect files professionally.
Drag-and-drop simplicity for clients. Enterprise-grade controls for you.
Drag-and-drop interface that works on any device.
Effortless uploading for non-tech-savvy clients. They open the link, drag files from their desktop (or tap the upload button on mobile), and the transfer starts immediately — with a live progress bar and a clear success state.
No software to install. No version mismatch. No “I tried but it didn’t work” emails the next morning.
Works on any browser · Mobile-optimizedLarge file support without compression headaches.
Send files up to 25 GB without compression, splitting, or third-party transfer tools. Whether it’s a 2 MB tax return, a 200 MB CAD file, or a 12 GB raw video shoot, the upload just works.
Resumable uploads automatically pick back up if the client’s connection drops — no need to restart from scratch.
25 GB per file · Resumable uploadsMobile optimized — clients can snap and send from their phone.
Clients can snap photos directly with their phone camera and upload — no transferring to desktop first, no email size limits, no scanning apps. Perfect for ID verification, receipts, and signed paperwork.
The portal automatically deskews and crops photos of documents so they look like proper scans, not phone snaps.
Camera capture · Auto-crop · Auto-deskewCustom branding on every upload page.
Your logo, your company name, and your messaging. Clients see your brand at every step — not a generic third-party SaaS chrome that makes them wonder if the link is legit.
Custom logo · Branded linkor click to browse
Built for sensitive data, audited like an enterprise.
Every byte uploaded through Axiom is encrypted in transit (TLS 1.3) and at rest (AES-256). Files are stored in SOC 2 Type II-controlled data centres with daily off-site backups and 30-day point-in-time restore.
Access is granular — share specific files with specific team members and revoke access in one click when work is complete.
Fast answers to common questions.
The short version, for skimmers and answer engines.
Why Axiom beats email, Dropbox, and WeTransfer.
Generic file-sharing tools weren’t built for client work. Axiom is.
| Capability | Axiom Workspace | Email / generic file share |
|---|---|---|
| Branded upload page | Yes, branded upload link | ×Third-party chrome |
| No client account required | One-click upload | ×Sign-ups, password resets |
| Files auto-attach to CRM record | Yes, automatic | ×Manual sorting |
| Max file size | 25 GB per file | 25 MB email / 2 GB free WeTransfer |
| End-to-end encryption | AES-256 + TLS 1.3 | ×Email often unencrypted |
| Required-document checklist | Built in | ×None |
| Cost (5-person team) | Starts at $75/mo | $60+ Dropbox + separate CRM |
Frequently asked questions.
Everything teams ask before switching their document collection to Axiom.
What is a secure document collection portal?
A secure document collection portal is a branded upload page that lets clients send you sensitive files — tax returns, contracts, IDs, financial statements — without using email attachments and without creating an account.
Axiom Workspace generates a unique upload link for each client. Files are encrypted in transit and at rest, and automatically attach to the right client record in your CRM.
Do my clients have to create an account?
No. They click your branded link, drag-and-drop their files (or tap upload on mobile), and submit. No password, no signup, no friction.
You can optionally protect any link with a passcode for extra-sensitive requests.
How big can the files be?
Up to 25 GB per file. Multi-file uploads are supported per request. Resumable uploads mean a dropped connection picks back up where it left off — no need to restart a 12 GB transfer from scratch.
Is the upload portal secure?
Yes. Every file is encrypted in transit using TLS 1.3 and at rest using AES-256 with per-file keys. Storage is in SOC 2 Type II-controlled data centres with daily off-site backups.
Audit logs capture every view, download, and delete — searchable by user, date, and file.
Can I require specific documents from a client?
Yes. Create a checklist of required documents — e.g. “W-2,” “1099,” “last year’s return,” “ID front and back” — and the client sees exactly what’s outstanding at every step. Your dashboard shows which requests are partial vs. complete.
Where will the files appear after upload?
Each uploaded file is automatically attached to the matching client record in your CRM, tagged with the request type, and assigned to the staff member who created the link. Your team gets an instant notification.
No manual sorting. No “where did Sarah send those tax forms?” emails.
Can I brand the upload page?
Yes. Add your logo and welcome copy to your upload portal. Clients see your brand at every step.
Is this included in the starts at $75/month plan?
Yes. Secure document collection, custom branding, encryption, audit logs, and CRM auto-attachment are all included in Axiom Workspace’s standard starts at $75/month flat plan.
Stop chasing files. Start collecting them securely.
Secure your workflow and impress your clients today with the most professional upload experience on the market. 14-day free trial. No credit card required.