Built for the firms that answer to regulators.
Accounting, wealth, tax, and financial services teams use DocHubX to move sensitive records without losing control of them.
During an audit, a partner is asked to prove exactly who accessed a client's trial balance and when.
A governed workspace per engagement, with every view and download logged automatically.
- Full audit trails
- Role-based permissions
- Exportable activity reports
Onboarding a new client, an advisor needs to share account documents without losing track of who has copies.
A branded client portal that keeps statements in one place, viewable but never uncontrolled.
- Client portals (white-labeled)
- Watermarking
- Secure links with expiry
During tax season document exchange, a preparer needs to find one K-1 among thousands of uploaded files.
One governed exchange point per client, indexed and searchable the moment a file lands.
- Full-text search
- Automatic indexing
- Instant, logged revocation
Responding to a regulatory inquiry, a compliance officer needs a complete access history within the hour.
Audit trails and retention policies built to be handed directly to a regulator.
- SOC 2-aligned controls
- Custom retention policies
- Exportable compliance reports
