Collect client documents without risky email attachments
Doqubox helps advisors request KYC files, income documents, tax records, mortgage details, and source-of-funds documents through one secure client workflow.
Client file
Mortgage advice
Identity
Verified
Income
Received
Banking
Open
Tax records
Open
Source of funds
Requested
Why it works
A calmer way to complete advice files
Financial advice often starts with scattered documents: IDs, income data, bank records, tax documents, and signed forms. Doqubox turns that chase into one clear upload workflow.
Fewer missing documents
Ask for the exact documents required for onboarding, mortgage advice, financial planning, or review meetings.
Less sensitive email
Clients upload confidential financial documents through a secure route instead of attaching them to ordinary email threads.
Client-friendly intake
Clients see what you need and can submit files without creating an account or learning a complex portal.
Common requests
Documents advisors often collect
How it works
A simple workflow for client documents
Create a document request
List the documents needed for the advice file or client due diligence check.
Client uploads securely
The client receives a clear upload link and can submit files without a Doqubox account.
Continue with a cleaner file
See what has arrived, what is still open, and which documents need follow-up.
Careful document exchange
More control over KYC and GDPR-sensitive documents
With Doqubox, you request the documents needed for an advice file or client due diligence check. Clients submit them through a secure upload flow, while your team keeps track of missing files and relies less on email attachments.
Helps with careful client due diligence
Clear requests, secure uploads, access controls, and retention settings help teams collect and process confidential financial documents more professionally.
Clearer data minimization
Request only the documents needed for the advice case instead of sending broad email instructions.
Control over access and retention
Temporary document exchange and retention notices help teams avoid leaving sensitive documents available longer than needed.
Professional client confidence
A branded secure upload flow signals that your firm takes confidential client data seriously.
Security by design
Built for confidential financial information
Doqubox is designed for sensitive files that do not belong in ordinary inboxes: identity documents, income records, bank records, and financial advice material.
Encrypted uploads
Files are submitted through a secure upload route instead of regular email attachments.
European infrastructure choices
Infrastructure choices are designed to support teams that handle client data carefully.
No client account needed
Clients can upload the requested documents with less friction.
Passkeys for access
Account access uses modern passwordless authentication.
Make document collection easier for every advice file
Start for free and see how Doqubox helps financial advisors collect client documents securely and completely.
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