01
CONTROL GAP
A regulator asks who saw a file in March.
Most tools can't answer.
DOCHUBX RESPONSE
DocHubX can — to the second.
✓Timestamped access log
SECURE DOCUMENT PLATFORM · BUILT FOR FINANCIAL RECORDS
The document platform that treats compliance as the product.
Share, store, and control sensitive financial records with full audit trails, bank-grade encryption, and access you can prove — not just promise.
SOC 2256-BIT ENCRYPTIONFULL AUDIT TRAILSROLE-BASED ACCESS
ACTIVITY LOGLIVE
- 09:14:02Statement_Q1.pdf viewedT. Younggranted
- 09:16:41K1_2025.pdf download attemptGuest · unverifieddenied
- 09:19:55Portfolio_Summary.xlsx sharedR. Alvarezgranted
- 09:22:10Client_Onboarding folder accessM. Chengranted
TRUST SIGNALS
Proof, not promises.
SOC 2
GDPR READY
MERIDIAN & CO.
ASHFORD ADVISORS
NORTHBRIDGE TAX
CASTLEROCK WEALTH
PLEXUS FINANCIAL
HALSTEAD PARTNERS
01 / THE PROBLEM
Financial records don't just need to be shared. They need to be defensible.
The risk is rarely the document itself. It's the missing evidence around who accessed it, where it went, and whether control can be restored.
CONTROL EVIDENCE MAP
EVERY ACTION RECORDEDCONTROL GAPDOCHUBX RESPONSE
02
CONTROL GAP
A client sends a statement over email.
Now it's in five inboxes with zero control.
DOCHUBX RESPONSE
DocHubX keeps it in one governed place.
✓Governed client workspace
03
CONTROL GAP
An employee leaves.
Their access should end instantly, everywhere.
DOCHUBX RESPONSE
DocHubX revokes it in one click — and logs it.
✓Logged access revocation
02 / EVERY ACTION, RECORDED
If it happened to a document, it's in the log.
Views, downloads, edits, shares, permission changes, guests — captured with who, what, and when. Export the trail for any audit, any time.
ACTIVITY LOGLIVE
- 09:14:02Statement_Q1.pdf viewedT. Younggranted
- 09:16:41K1_2025.pdf download attemptGuest · unverifieddenied
- 09:19:55Portfolio_Summary.xlsx sharedR. Alvarezgranted
- 09:22:10Client_Onboarding folder accessM. Chengranted
03 / WHAT YOU CONTROL
Lock it down
256-bit encryption at rest and in transit, watermarking, secure links with expiry.
Learn moreProve who saw what
Full audit trails, real-time view/download alerts, exportable activity reports.
Learn moreGrant exactly enough
Role-based permissions, folder-level access, stealth mode, instant revocation.
Learn more
04 / BUILT FOR THE FIRMS THAT CARRY THE RISK
0.0%
UPTIME
0-BIT
ENCRYPTION
0%
ACTIONS LOGGED
<0 CLICK
TO REVOKE ACCESS
“We used to spend audit season reconstructing who accessed what. With DocHubX the answer is already there — exported in a minute, not a week.”
Trevor Y. — Accounting FirmSAMPLE — swap for a named, consented client
Give your financial records a place they can be defended.
No card required · 14-day trial available.