Learn how Secure Doc Manager solves documents collection problems. Learn More

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Collect documents the easy way.

Stop chasing or reminding clients to share the documents you need to perform your tasks. Our system will do the reminding for you. A stress-free document management and notification system.

Designed for Bookkeepers, Accountants, Loan Brokers, Lawyers or any organization that requires regular monthly, weekly or daily documents from clients, employees or patients. Our system will alert you of missing requested documents.

Try Free How Its Work
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Secure Doc Manager System

Successful CRM Management

Secure Doc Manager empowers a global network of over 150,000 businesses in 180 countries to engage with customers and grow their revenue

Try Jilva Free How Its Work
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Document Management

Why choose Secure Doc Manager?

Sharing documents through Secure Doc Manager is easier, faster, and more centralized than through an FTP service via email or message system like Skype of social media, making it your ideal secure document management solution.

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Free Secure Doc Manager

Everything you need to organize track, and build better relationships

  • Contact Insights
  • Deals Over Business
  • Tasks Regarding Test
Get Free CRM
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Easy Document Management

Content management software that’s flexible for marketers ect

  • Website Themes
  • SEO Recommendations
  • Drag-and-Drop Editor
Get Free CRM
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Marketing Hub

Marketing software to help you grow traffic convert more visitors

  • Marketing Automation
  • Lead Generation
  • Analytics
Get Free CRM
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Easy Document Management

A secure doc management system is essential for sharing confidential information. Your clients can share and store all the required documents needed to do your tasks with Secure Doc Manager.

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World Class Security

Secure Doc Manager is SSAE16 Type II and ISO 27001 certified, and all data is hosted and managed by Amazon Web Services (AWS) via their secure data centers. We don't rely on insecure applications to protect your sensitive information.

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Client Success

Create and setup Secure Doc Manager in minutes. Customize the categories documents needed from clients, add team members, notification settings and streamline your workflow using a single, intuitive document management solution with unrivaled upload speeds.

Get Free Trial
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Free Secure Doc Manager

Everything you need to organize track, and build better relationships

  • Contact Insights
  • Deals Over Business
  • Tasks Regarding Test
Get Free CRM
image

CMS Hub

Content management software that’s flexible for marketers ect

  • Website Themes
  • SEO Recommendations
  • Drag-and-Drop Editor
Get Free CRM
image

Marketing Hub

Marketing software to help you grow traffic convert more visitors

  • Marketing Automation
  • Lead Generation
  • Analytics
Get Free CRM
image

Free Secure Doc Manager

Everything you need to organize track, and build better relationships

  • Contact Insights
  • Deals Over Business
  • Tasks Regarding Test
Get Free CRM
image

CMS Hub

Content management software that’s flexible for marketers ect

  • Website Themes
  • SEO Recommendations
  • Drag-and-Drop Editor
Get Free CRM
image

Marketing Hub

Marketing software to help you grow traffic convert more visitors

  • Marketing Automation
  • Lead Generation
  • Analytics
Get Free CRM
Secure Doc Manager Features

Never chase clients for documents

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Save Time

Streamline your workflow using a single, intuitive document management solution with unrivaled upload speeds.

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Stay Secure

Industry-recognized security credentials and robust activity tracking to keep all your data safe.

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Clear Pricing

Clear and flexible pricing to fit your business or project needs, and no hidden fees, ever. Start a Free Trial Today!

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Employee

83,858080
+

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Customers

8788,878080
+

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User

558080
+

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Professionals

8288,808080
+

Stop chasing clients for monthly documents and signup today

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Our Pricing

Building Great Customer

  • Cancel or switch plans anytime
  • Flexible free trial

Standard Plan

$29

Billed Mothly

Our standard document management package. Setup documents categories and make all required documents recurring.
  • 250GB of Protected Data
  • 1 Team Member
  • 20 Clients
  • No long-term contracts
  • 14 Days trial period
Try a Free 14 day trial today!

Pro Plan

$49

Billed Mothly

Our professional document management package. Setup documents categories and make all required documents recurring.
  • 250GB of Protected Data
  • 1 Team Member
  • 20 Clients
  • No long-term contracts
  • 14 Days trial period
Subscribe Now!

Pro Plan Plus

$99

Billed Mothly

Our top professional document management package. Setup documents categories and make all required documents recurring.
  • 250GB of Protected Data
  • 1 Team Member
  • 20 Clients
  • No long-term contracts
  • 14 Days trial period
Subscribe Now!

Premium

$179

Billed Mothly

Progressively visualize maintainable internal or "organic" sources rather.
  • 250GB of Protected Data
  • 1 Team Member
  • 20 Clients
  • No long-term contracts
  • 14 Days trial period
Subscribe Now!
Most Popular

Srandard Plan

$319

Billed Annually

Everything in STA+
  • High Customization
  • Mobile SDK & MDM
  • Multi-user Portals
  • Canvas
  • SalesInbox
Subscribe Now!
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Don't Miss Customization Webinar

Coming Soon!

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Get your Sales Teams Remote-Ready

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