Where documents and records flow securely.
A bank-grade vault, a branded client portal, and a complete audit trail — so your firm's files move with permission, with proof, and without email attachments.
Avery & Cole LLP
Client portal
0M+
Documents secured
0+
Firms onboarded
0.0%
Uptime SLA
0%
Actions audited
How it flows
From inbox chaos to a vault with proof.
Register & onboard
Create your account, brand your portal, and invite clients — guided onboarding gets a firm live in minutes.
Upload & submit
Drag files into the vault, or request documents from clients so they submit securely. Auto-versioning, instant search.
Review, verify & track
Review submissions, verify access, and track every open, download, and share in a tamper-evident audit log.
Everything your clients can do
One portal, the whole client journey.
Register accounts
Clients create a secure account in seconds.
Complete onboarding
A guided setup gets them ready fast.
Upload information
Add files or details, encrypted end to end.
Submit documents
Send requested documents straight to the vault.
Verify information
Confirm identity and approve in one step.
Review details
See exactly what's shared and what's needed.
Access records
Open their documents and records anytime.
Manage profiles
Update contact and account details.
Track progress
Follow every step with a live status trail.
Everything your firm needs
A custody layer for client documents.
Vault
AES-256Encrypted at rest · isolated per firm
Security by default
Bank-grade by design, auditable by default.
Every document is encrypted, every grant expires, and every action is logged in a tamper-evident trail. Security isn't a plan tier — it's the foundation.
// audit_log — live
The client portal
A portal that looks like you.
Set your logo, colour, and domain — clients sign in to your brand, never ours. Tweak it live below.
Your logo, your color, your domain — clients never see ResourceFlow.
Your documents
SecuredPricing
Plans that scale with your practice.
Solo
Solo practitioners getting client files out of email.
- 1 seat
- 50 GB vault
- 25 client portals
- Secure file requests
- Audit log
Practice
Most PopularGrowing firms that need branding and retention.
- 5 seats
- 500 GB vault
- Unlimited client portals
- Branded portal + domain
- Retention rules
- e-Approvals
- Priority support
Firm
Established firms with compliance obligations.
- 20 seats
- 2 TB vault
- Legal hold
- SSO / SAML
- Advanced audit export
- Dedicated manager
Every plan includes AES-256 encryption, the full audit trail, and a 99.9% uptime SLA.
Security & compliance
Built to pass review.
Encryption, isolation, and a tamper-evident trail — the controls examiners and auditors look for, working from day one.
AES-256 Encryption
At rest and in transit.
99.9% Uptime
100% on Enterprise.
GDPR-Ready
Access, deletion, portability.
Tamper-Evident Trail
Every action is logged.
Trusted by professional firms
Proof, not promises.
We retired our shared inbox overnight. Clients log into our portal, and we can prove who saw what.
Dana Reyes
Managing Partner, Reyes Tax Group
The audit trail alone justified the switch. Our last review took an afternoon instead of a week.
Marcus Lin
Compliance Lead, Northrop Advisory
Setup took an hour. Our portal looks like us, not like a generic file tool.
Priya Shah
Founder, Shah Wealth
Questions
Everything you might ask.
Can't find your answer? Our team replies within one business day.
Talk to usEvery file is encrypted with AES-256 at rest and travels over TLS 1.3. Each firm's vault is isolated, and files are served only through short-lived signed URLs — never public links.