Great security it nothing without great features and tools
Our portals and group channels come with some great features and tools to help your team and your contacts manage discussions and be productive while staying secure
Share, message, upload, and discuss securely with any contact, client or business team
A Seat At The Table – True Peer To Peer Collaboration
Connect once. Collaborate permanently. Share documents, run discussions, assign tasks, request approvals, and exchange files – all within a secure, encrypted channel that both sides own equally and both sides access from their own dashboard.
No email. No passwords to share or remember. Authenticated access through credentials your team already has – and a secure, frictionless connection to every business in your network from one place.
More than a file share
Stop Sharing Links, Start Sharing Spaces
Sending individual document links creates unnecessary friction – every file requires its own link, pin, or password, draining time and resources. Instead, share a single link to a secure channel or portal. It’s a private space where you can drop any number of files or conversations, accessible to one trusted contact or an entire external business team.
Less overhead, less time wasted, easier access for both your team and your contacts. One password or authentication means frictionless access.
Share Documents Securely
Use our secure, encrypted file manager to create folders, upload documents and share with a team, an external contact or business and no need to set up or manager endless access lists. With DropVault you are sharing a channel and so everything in the channel is available without the need for time consuming access lists.
With Group channels you can share documents between your team or directly with an external team or business. No email, no zip files – just drag and drop into the channel and it’s automatically encrypted and shared.
Or Conversations And Messages
Our channels are more than just document sharing. You can also share a discussion or a message with your contact and they can reply and share back to your team – all in the same channel.
Conversational channels mean you never have to use insecure email to share anything with your contact and no need to forward or CC any message. And it keeps your discussions in the same place as your documents so context is always maintained.
Switch back and forth between your documents and your conversations. Upload a document and someone can start a discussion or ask a question – or change to documents can get quick access to all documents added via your conversations.
Share Passwords And Messages That Auto Expire
Share passwords and other sensitive messages that auto delete after a set time. Simply choose any message or document, then set any time or date to auto expire the content so that this sensitive data doesn’t remain in a portal longer than is needed.
Nothing to install and access from anywhere
Works Everywhere. Installs Nowhere.
Friction is always the enemy of great security and so removing the need to install anything also significantly helps to improve security.
DropVault runs entirely in the browser – no app to download, no software to install, no IT department to involve. Your team accesses every channel, every document, and every task from any device, anywhere, on any operating system.
Connect To Anyone, Anywhere, On Any Device
Access every channel, every document, every task, and every conversation from a desktop in the office, a laptop at home, a tablet on the road, or a phone between meetings — on any operating system, through any modern browser, from anywhere with an internet connection.
Flexible Access To Any Channel
Peer-to-Peer Sharing
When you connect with a vendor, supplier, or financial counterpart on DropVault, they get a permanent, verified presence in your shared channel – no one-time links, no passwords, and no inbox to compromise. The right people on their side always have instant, authenticated access. The wrong people never do.
Access stays exactly where it should. You control who on your side can see the channel, they control who on theirs.
The result is a closed, verified network of exactly the people who should be part of your financial relationship. No forwarded emails landing in the wrong inbox. No outsider inserting themselves into a payment thread. No ambiguity about who authorised what.
Frictionless Access For Contacts & Advisors
Any external contact not on DropVault can access a channel using their GMail, Microsoft, or Apple ID (soon), which provides them with one-click access to their portal or channel. Alternatively you can also share pinless or PIN-required links for those contacts that don’t use these services.
It’s the most flexible access while also improving security. For even less friction you can share peer-to-peer – sharing directly to the dashboard of another user or business on DropVault. No links and no pin but the most secure and frictionless.
“My Portal” for 24/7 Access
Share a link to your My Portal page (via your web site or email) where your contacts can access their portal 24/7 without you having to share individual links.
Portals provide 24/7 access with a customized page where your contacts, employees, or vendors can sign in at any time, access their documents and conversations or upload new messages and documents.
Approvals & Workflows
Sign Off On Projects And Tasks
When it comes to contracts or deals, the sign-off feature is great way to have teams review documents or milestones and get their approval to move to the next step.
Sign off allows you to delegate a task or document review to a team, gather their feedback, concerns and notes, and then get either sign-off or rejection from that team.
Sign Contracts And Agreements – Securely And Effortlessly
Why juggle multiple apps and subscriptions when you can share, review, and sign documents all in one secure platform?
Simply upload your PDF, select any number of internal or external signers, and we’ll automatically add a signature page. Invite each party to sign, track progress, and once everyone has completed their part, the document is locked and encrypted to prevent any further changes.
Use Voting And Polling
Whether it’s for investment deals or board conversations, our voting tools allows you to take a vote on any discussion or proposal.
Votes in a channel can be formal such as in a board room, or less formal where you need to gather quick feedback from your team on any discussion or activity.
Every Task In Context. Not Scattered Across Email Threads.
A built-in task manager allows you to take any discussion or file upload and turn into a task with a due date, assign to a team, add a priority, and more. Our progress tracker gives your team an easy way to view and track these tasks from your dashboard.
Track your customer or employee requests or manage your sensitive sales or other projects directly in your channel where it is always secured and private.
Shared B2B Task Tracking
True peer-to-peer task sharing across organisations – no guest accounts, no shared inboxes, no middleware. Assign tasks directly to people in any partner or client organisation, track progress in real time, and collaborate with comments and file attachments from your own dashboard.
Your team and theirs see the same tasks, the same status, and the same updates simultaneously – across project delivery, sales, and support – without either side depending on the other’s internal tools.
Track Time Spent On Issues
Easy task access mean your team (internal or external) can keep tasks updated and accurate. Adjust the state, progress percentage, and date for completion so that the entire team is up-to-date on the state of the task.
DropVault will automatically add any completion dates to your collaboration room calendar for your team to access.
Authentication, Security & Compliance
Passkeys For Best In Authentication
Passkeys provide a fundamentally stronger and simpler alternative to passwords. Instead of relying on something users must create, remember, and protect, passkeys use public-key cryptography tied to a specific device. (Mar 2026)
This makes passkeys resistant to phishing, credential stuffing, brute-force attacks, and database breaches – because there is no password to intercept, reuse, or leak.
You can enable passkeys on individual channels that have highly sensitive information to add an additional layer of security & protection.
Dynamic Watermarks And Passwords On PDF Files
Track your PDF downloads and sharing with dynamic watermarks on every PDF, and with custom settings per channel you can quickly identify who, when, and where any PDF was downloaded and shared.
Optionally add a custom password to each channel and we will require this password to open any PDF when downloaded.
Every Action. Every Identity. Every Time.
Every document stored in the vault generates a complete, permanent record of everything that happens to it. Every upload, access, download, version addition, comment, and share event is logged automatically in real time — tied to the verified identity of the person who performed it, timestamped, and stored in a form that cannot be altered or deleted. Not by users. Not by administrators. Not by anyone.
When a regulator asks who accessed a document and when, the answer is already there. When an auditor needs a complete evidence trail, it requires no assembly. When a dispute turns on whether a document was altered after a specific date, the vault answers the question definitively. The audit trail is not a report you generate. It is a permanent record that builds itself – from the first document uploaded to the most recent access event – automatically, continuously, and without any manual effort.
Managing your data
Important Reminders For Everyone
Our built-in reminders means you can keep your team on schedule and close out tasks and requests. Assign to you, to any team member, or to any contact.
Great Tools To Manage Your Conversations And Documents
We have great tools to help you and your team manage your conversations. Like a task manager where you can assign and track each conversation until it’s completed or a team calendar and reminders for keeping track of important customer dates.
These great features mean you never have to take your document out of your secure channel and instead keep it secured while your team is working on it.
Organize Your Conversations & Documents Into Folders
Nested folders let teams and partners structure their work exactly the way real projects unfold. Instead of dumping everything into a single channel or relying on flat, unorganized file lists, nested folders create a clean hierarchy where every conversation, document, and decision lives in the right place.
This makes it effortless for anyone – internal teams, external partners, or customers – to quickly locate the content related to a specific project, deliverable, or issue without digging through long chat histories or scattered attachments.
Auto Delete Any Data
Privacy is as important as security, and removing personal data not only improves security, it also removes data when it’s no longer required. We provide every contact with the option to delete any document or message automatically after a set date.
But you can still override this deletion if your business has to meet specific compliance regulations.
Immediate Visibility Into What Needs Your Action
Whenever a task is assigned to you, a new approval is requested, or a document needs your signature, you receive a push notification directly to your dashboard. No more digging through emails or waiting for someone to follow up. You see exactly what’s pending, what’s urgent, and what’s new the moment it happens.
The notifications centre provides detailed informatoin on any new or historical notifications whether generted from your business or from your partners.
More Options
Or On Premise For Maximum Privacy
DropVault can run entirely on your infrastructure – Nothing leaves your environment, ensuring full privacy, sovereign control, and zero vendor access.
DropVault supports full on-prem deployments with local cryptographic key management, isolated storage, and no dependency on external DropVault services. All encryption keys remain inside your environment, and the platform can operate without any external data flow, making it suitable for strict compliance, jurisdictional control, and sovereign hosting requirements.
Interested?
If you’re new to DropVault, you can easily get started with a 14-day no hassle free trial, and no credit card required. Or contact us for more information or if you have any questions.
