PacketDesk

Collect client documents through secure upload links, email requests, and forwarded attachments No client login required for a smoother submission experience Magic links make access simple and friction-free Branded request pages help you look professional Keep files organized in one place instead of chasing emails and attachments Speed up onboarding, intake, and follow-up workflows Make it easier to gather missing documents from clients quickly Accept files from clients in the way that is most convenient for them Receive forwarded attachments directly into the system for easier intake Simplify document collection for teams that regularly chase paperwork Help clients complete requests faster with a smoother submission flow Reduce friction for non-technical clients who do not want another portal login Keep incoming files tied to the right request and workflow Improve visibility into what has been requested and what has been received Create a cleaner, more reliable process for collecting sensitive or important files Spend less time managing attachments manually Give businesses a simpler way to request, receive, and organize client documents