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Professional servicesEvery client file, organised and secure
Stop chasing paperwork over email. Collect documents from clients with a link, keep each engagement in one private place, get agreements e-signed, and pull up anything in seconds — encrypted and private throughout.
Client paperwork everywhere but where you need it
Client KYC, contracts, receipts and statements arrive by email, WhatsApp and paper. Files scatter across staff and devices, versions get lost, and onboarding a client means a dozen back-and-forth messages before you can even start the work.
Endless chasing
Collecting one client's documents takes a dozen reminders across email and WhatsApp before everything arrives.
Files across staff
Each team member keeps their own copies, so a client's full file never sits in one searchable place.
Trust on the line
Regulated clients expect their documents handled securely — a leaked file or lost agreement is a reputation risk.
Everything a practice needs, in one place
Collect, organise, sign and control access to client documents — all from one private workspace.
Collect documents by link
Send a request listing what you need; clients upload from any device and submissions land filed against the engagement. Document requests →
One file per client
Every client's documents in one searchable place, captured from any phone and filed by engagement. Document management →
E-sign engagement letters
Apply e-signatures to engagement letters and agreements, then export a finished PDF kept with the file. E-signatures →
Role-based staff access
Staff see only the clients and documents they should, so sensitive files stay restricted. Teams & roles →
From onboarding to signed engagement
Request & collect
Send a document-request link; the client uploads KYC, statements and agreements without installing anything.
File & sign
Submissions land in the client's file; e-sign the engagement letter and export a finished PDF.
Find in seconds
When you need a statement or contract later, search and pull it up instantly — with the right access.
The trust regulated clients expect
Accountants, lawyers and consultants are judged on how carefully they handle a client's documents. ScanPix keeps every file encrypted, restricted to the right staff, and a search away — so onboarding is quick, audits are painless, and nothing goes missing.
- Onboard a client in minutes, not a week of emails.
- Every document encrypted, private and searchable.
- Works on the devices your practice already uses.
Why practices choose ScanPix
Every client, filed
Requests, working files, e-sign and roles per engagement — not a shared drive of loose folders.
Confidentiality your clients expect
Client records are encrypted, role-restricted to your staff and never sold.
Desk, court or client office
The whole practice file on iOS, Android and the web — wherever the work happens.
Clients respond on WhatsApp
Request documents and share deliverables where clients actually reply — no portals to teach.
Frequently asked questions
How do I collect documents from clients?
Send a document-request link listing exactly what you need — KYC, statements, agreements. Clients upload from any device with nothing to install, and their submissions land in your workspace, filed against the engagement.
Can I get engagement letters and agreements signed?
Yes. Apply e-signatures to engagement letters and agreements, then export a finished PDF that stays filed with the rest of the client's documents — no separate signing tool needed.
Is client data kept private and secure?
Client documents are encrypted in transit and at rest, private to you and the staff you choose with role-based access, and never sold. You can export or delete a client's data whenever you need to.
Onboard clients in minutes, not emails
Start free on iOS, Android and the web — no card required.