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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Pipefile simplifies the process of gathering personal, financial, or other crucial documents for business professionals. By enhancing the efficiency of document collection, Pipefile ensures that your operations run smoothly and uninterrupted. You can either create a detailed checklist or maintain flexibility as needed. Save your templates to streamline requests for routine forms, all without the hassle of requiring usernames or passwords. With built-in reminders, you can be assured that documents will be delivered punctually. Pipefile takes care of reminding your clients, allowing you to relax while awaiting submissions. An email notification will inform you once all documents are ready, enabling you to conveniently download them directly from Pipefile or synchronize with your preferred cloud service. Your data security is paramount, as all files are protected with 256-bit AES encryption. On top of that, we provide custom PGP key management, ensuring you retain complete control over your information. Enjoy the peace of mind that comes with knowing your sensitive documents are in safe hands, while Pipefile manages the entire process seamlessly.

Description

ShieldFive is a software solution designed for document collection, specifically tailored for accounting, immigration, and mortgage sectors. The process begins when a firm provides a client with a secure upload link accompanied by a PIN, enabling the client to upload documents easily from any device without the need for an account, application, or password. Each file undergoes encryption within the client's browser prior to upload, ensuring that only the firm can access it, while ShieldFive retains the encrypted data. Firms can create request checklists for various forms, including Form 1040, I-130, I-485, and mortgage applications, allowing them to track which documents are still outstanding, confirm receipt of submitted items, and include the client’s email for reminders sent by ShieldFive, which can occur up to twice. During the trial and on the paid plan, the client upload page prominently features the firm's name and logo. The encryption utilized is a post-quantum hybrid method (ML-KEM-1024 coupled with X25519), and the core cryptographic components are open source. Additionally, the service is hosted in the EU and is offered for free for the first 14 days, followed by three active requests at no charge, with a monthly fee of EUR 29 for each seat thereafter; clients incur no costs. It is important to note that the platform is designed solely for document intake and does not support e-signatures, thereby streamlining the submission process for users.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Nekton.ai Yes 
Stackreaction Yes 
Zapier Yes 

Integrations

Nekton.ai No 
Stackreaction No 
Zapier No 

Pricing Details

$14.99 per user per month
Billed annually
Free Trial Yes 
Free Version No 

Pricing Details

EUR 29/month/seat
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Pipefile

Founded

2019

Country

United States

Website

pipefile.com

Vendor Details

Company Name

ShieldFive

Founded

2026

Country

Spain

Website

shieldfive.com

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Product Features

Alternatives

Alternatives

No Alternatives
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