Stop forcing clients to
Login just to upload.
Replace Dropbox, ShareFile, and Box with a branded, secure upload tunnel.
No passwords for them to forget. No "reset password" emails for you to manage.
Why clients ignore your portal
Friction kills compliance. Every step you add decreases the chance a client sends you their documents on time.
The "Standard" Portal
- 1. Client finds your "Secure Link" email.
- 2. Client clicks link, prompted for password.
- 3. Client forgets password. Clicks "Reset".
- 4. Client waits for email... gets distracted... gives up.
The Fin Pods Way
- 1. Client clicks your persistent "Upload" link.
- 2. Client drags & drops file. Done.
- 3. You get notified, file is in your Google Drive.
Persistent Links
Add `yourfirm.upload.finpodsai.com` to your email signature. Clients can upload securely anytime without needing you to generate a "request link" every single time.
Instant Notifications
Get an email the second a client drops a file. No more checking the portal "just in case."
Auto-Filing
We automatically route files into the correct client folder in your drive, so you never have to sort through a messy "Inbox" folder again.
Add this to unlock Smart Renaming. We turn document.pdf into Smith_2025_SSA_Statement.pdf automatically.
Is "No Login" Actually Secure?
Absolutely. By removing the password, we actually remove the #1 attack vector in the industry: compromised email credentials.
Write-Only Access
Our links are one-way streets. Anyone can put a file in the box, but no one (not even the client) can see what is inside or take anything out besides your firm.
Detailed Compliance Logs
No login doesn't mean no audit trail. Every single upload generates a downloadable compliance record containing IP addresses, timestamps, and file checksums for your records.
Configurable "Zero Access"
You decide the security policy. Configure "Zero Access" mode to ensure files are sent encrypted, even from our engineers, and wiped from our servers after they hit your private storage.
Eliminates "Email Hacks"
Traditional portals allow password resets via email. If a client's email is compromised, hackers can reset the portal password and download everything. With Fin Pods, there is no history to steal.
Ready to ditch the password fatigue?
Set up your branded upload link in 5 minutes.
Get Your Link ($15/mo)