A secure place for every client's files.
Give clients an easy way to send, receive and sign documents without relying on email attachments.
Everything your team needs to share files
A private folder per client
You decide which staff can see each client's files.
Easy uploads
Clients send files through a secure link, with no account needed.
Online signing
Send engagement letters and approvals for signature. Clients sign online from a link.
Managed hosting and support
Hosted in Canada, with updates and nightly backups. Support comes from a contact who knows your setup.
See it in under two minutes
From email attachments to private client folders.
Narrated, with subtitles.
One plan
Prices are in Canadian dollars, plus applicable taxes. No per-user fees.
Secure File Sharing
- Setup, client folders and training
- Hosting, updates and backups
- Three hours of support per month
Common questions
Do our clients need an account?
No. Clients can upload, download and sign through links without an account. Regular clients can also have their own login if you prefer.
What can be signed online?
Documents such as engagement letters and approvals. You prepare the document, the client signs online from a link, and you receive the signed copy.
How long does setup take?
Setup, moving your existing files and training usually take two to four weeks.
Book a free consultation
A free 20‑minute call to learn how your team works and whether we’re a good fit.
- pitonconsultingbc@gmail.com
- Reply within 1 business day
- Based in Vancouver, BC · serving all of Canada