Securely receive documents from clients
Doqubox is the secure way to request Know Your Customer (KYC) documents with end-to-end encryption. Data is only decrypted by the client and advisor.
Why Doqubox?
Built for financial services
As a financial advisor, you are required to conduct client due diligence (KYC). This means collecting identification, proof of income and source of funds. Email is not secure enough for this.
- Documents are end-to-end encrypted and unreadable at platform level
- Privacy-by-design: confidential client information is maximally protected
- All data stored in the EU, fully GDPR compliant
- Professional appearance that gives clients confidence
KYC compliance ready
Secure collection of client due diligence documents for regulatory compliance.
End-to-end encryption
Documents are only decrypted at the endpoints, not on the platform.
Privacy-by-design
Designed to maximally protect confidential financial data.
Professional appearance
Clients immediately recognize a secure and reliable advisory firm.
How it works
Request documents simply and securely
Create a document request
Easily create a request with the KYC documents you need from your client.
Client receives secure link
The client receives an email with a secure link to safely upload the documents.
Receive instant notification
As soon as all documents are uploaded, you receive a notification so you can continue.
Ready to work securely?
Start for free today and discover how easy secure document collection can be for your advisory practice.
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