Secure Client Document Upload Portal
Give clients one place for the answers and files your team needs. They open a secure email link, see their checklist and upload to the right request, without creating a password.
Name the document, explain which period it must cover and say whether several files are needed. A client supplies the file against that request, so your reviewer does not have to work out what an unexplained attachment was meant to prove.
Clients can see which required items are outstanding before submitting. For a statement pack, a request can accept several files rather than forcing the client to combine everything into one attachment.
Clients access the portal through a secure email link and continue on the same device while their session remains valid. A different device or expired session may ask for a new link. There is no applicant password to reset.
For a business case, invite each contributor to their own sections. The person managing the application can see progress while each member supplies their own information.
When a file is unreadable or covers the wrong period, reject that item with a specific note. The client returns to the case to fix it. The rest of the accepted information stays locked rather than being reopened with every correction.
Files are held in private object storage. Downloads go through an endpoint that checks access; the public application link is not a public folder containing client documents.
Intaky is built for collection and review. Each file belongs to a request with instructions and a review state, alongside the client’s answers. It is not a general-purpose shared drive.
Yes. Applicants access Intaky through their own email link. They do not need a Google or Microsoft account to supply files.
No. Applicant sign-in links work once and expire after 30 minutes. They open a persistent session, so returning on that device is easier. Clients can request another link when needed.
No. Intaky collects evidence and records your team’s review. Your organisation performs any identity, background or compliance checks it needs.
Build the checklist around the information and evidence your team actually needs.
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