Secure File Transfer
Use this secure form to receive confidential documents and files from your clients. It’s a simple way to protect sensitive information and make file sharing easy, without using email attachments. All uploaded data is encrypted the moment the form is submitted.
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Quick facts about this form
Who it's for:
- Healthcare practices
- Behavioral health providers
- Physical therapy clinics
- Chiropractic practices
- Massage therapy practices
- Dental practices
- Nutrition professionals
- Holistic care providers
Why use it:
- Receive confidential documents without relying on email attachments or fax
- Protect client information with automatic encryption and HIPAA-compliant data handling
- Simplify your workflow by centralizing file collection
- Make it easy for clients to securely send forms, IDs, or other documents
Where to use it:
- In a “Secure Upload” section on your website
- In an email when requesting documentation
- In your onboarding workflow