Chase monthly client documents without the readable copies
Bookkeeping runs on a monthly cycle of chasing the same documents — receipts, invoices, bank statements — from the same clients. The tools most bookkeepers use for that (email, WhatsApp, shared drives) leave readable financial records everywhere.
ShieldFive File Request gives each client a link with a checklist. They upload with no account, each file sealed to your keys in their browser, and you collect a clean, encrypted set every month.
A fresh link each month, no account ever
Clients who will not install anything and will not remember a portal password will open a link and drop in a month of receipts. The checklist tells them what is still missing, so the chase is the tool’s job rather than another email from you.
A year of books stored only as ciphertext
Every statement and invoice is encrypted to your public key on the client’s device. Twelve months of a client’s finances sit with us as ciphertext with encrypted filenames — not as a readable ledger on a third party’s servers.
EU-hosted, with a DPA on every seat
Ciphertext and metadata stay in the EU, and a GDPR data-processing agreement is included on every seat. When you process books for other businesses, that is the paperwork your own clients will eventually ask you for.
14 days unlocked, then one client at a time free
Open as many requests as you need for the first 14 days; after that a free account allows 1 open request at a time, with links that last up to 7 days and no automatic client reminders. No card. Seats at €29 per month lift that to unlimited open requests with client reminders, your logo and links up to 90 days or with no expiry, and add a shared inbox when someone else is covering your clients. Clients never pay and never sign up.
Start collecting documents securely
Create a request, share one link, and your clients upload without an account — each file sealed to your keys in their browser.
Start collecting — free14-day trial, everything unlocked · then free for 1 open request at a time · no card · clients never pay
Questions
- Can I reuse the same request each month?
- No. You create a fresh request per collection, so each has its own link, PIN and checklist. There are no recurring or scheduled requests; creating one per client per month takes a minute.
- Do my clients pay or sign up?
- Never. Clients upload for free with no account. You get 14 days with everything unlocked, then free for 1 open request at a time (links last up to 7 days), and add seats at €29 per seat per month for unlimited open requests, client reminders and a shared inbox.