Collect documents from clients — no account required
Stop collecting sensitive files over email. Send a permissioned upload link into a folder you control; clients upload directly with no signup, and you get a per-submitter audit trail, retention, and instant revoke. SOC 2 Type II — and it sits alongside your KYC vendor, not in place of it.
Why teams use Peony to collect documents
No-account upload links
Send a client one permissioned link into a pre-built folder. They upload their ID, tax packet, contract, or case files directly — no signup, no password, no app. The friction that stalls collection disappears.
A per-submitter audit trail
Every upload is logged with email, timestamp, and version, so months later you can prove exactly who supplied which file — the record an auditor, examiner, or opposing counsel expects.
Retention and instant revoke
Access is identity-bound, ends on a set expiry date, and can be revoked per person or per room the moment an engagement closes — so collected files don't linger past their purpose.
"Ease of use, drag and drop capabilities, rapid response in support, and great service and value. It was easy to navigate throughout the platform as well as setting up our data room."
Panos Moutafis
Founder & CEO, Zenus
Frequently asked questions
Can clients upload documents to us without creating an account?
Yes — that is the core of it. You create a room, grant access to the client's email, and send one permissioned upload link that points into a pre-built folder. The client clicks, uploads directly, and never sees a signup screen. This is the same no-account pattern behind Dropbox File Request, but with per-submitter access control, a timestamped audit trail, retention, and instant revoke layered on top. Contrast Google Forms, which forces every uploader to sign in with a Google account before any file upload.
We're a prop firm collecting ID and proof-of-address from hundreds of funded traders — can Peony handle that intake?
Yes, for the document side. Each trader gets a personalised, no-account upload link into their own folder, and every submission is logged per trader. Be clear on the boundary: Peony holds, permissions, and logs the documents — it is not a KYC/AML identity-verification vendor. The identity check itself runs through a specialist like Sumsub, iDenfy, or Veriff; Peony is the secure room that collects and audits the resulting files. See our prop-firm solution and the full document-collection playbook.
We're an accounting firm gathering tax documents from a whole client book each season — does this scale?
Yes. Create one room per client with pre-built folders, send each client their own upload link, and watch W-2s, 1099s, K-1s, and bank statements arrive in organized structures instead of scattered email threads. After filing, link expiry ends access automatically. See the accounting solution and the tax-specific walkthrough in how to send tax documents securely.
Are collected files encrypted and access-controlled after they arrive?
Yes. Uploads are encrypted in transit and at rest, land in an access-controlled room rather than an inbox, and can be gated behind an NDA, stamped with dynamic watermarks, and set to expire or be revoked. Peony is SOC 2 Type II certified. One honest note: Peony does not scan uploaded files for malware — if virus scanning is a hard requirement, run submitted files through a dedicated scanner in your own pipeline.
Can we collect documents and then share or sign in the same place?
Yes — that is the advantage of collecting inside a document platform rather than a collection-only tool. Once files are in, the same room lets you share them onward under watermark and NDA, and send agreements back for e-signature with no account required. Collection, secure sharing, and signing live in one SOC 2 Type II room. See e-signing customer agreements at scale.
How much does file collection cost?
File collection uses permissioned upload links, which are part of Peony's core sharing. Business is $30/admin/month (adds NDA gating, e-signatures, page analytics) and Data Room is $52/admin/month (adds dynamic watermarks, granular permissions, screenshot protection, instant revoke, link expiry). There is a free tier to start, and pricing is per admin seat — the clients uploading to you are always free and never need an account.
Related features
Share Files
Send documents on secure, tracked links — the outbound half of the same room.
E-Signatures
Send agreements back for signature in the browser, no account required, with a timestamped audit trail.
Revoke Access
Cut off access to collected files per person or per room the moment an engagement closes.