Use Case
Secure data exchange for tax consultants, law firms, medical practices & more
memo transfers documents directly between your computer and that of your client, patient, or customer.
Nothing is stored on external servers.
Developed in Germany · No cloud sign-up · No third-party data storage
Email is not suitable for sharing confidential documents
Still using email to exchange sensitive data? The reason is simple: everyone can do it, it costs "nothing", and it works.
So what's the problem?
- No controlAttachments sit unencrypted on mail servers, often several of them, and remain retrievable for a long time. You have no control over who has access.
- Legally problematicProfessionals bound by confidentiality obligations and special categories of personal data face heightened confidentiality requirements. Storing data with a third party therefore can be legally problematic.
- Error-proneWrong recipients, forwards, and size limits are part of everyday life.
- Loss of trustA breach doesn't just risk a fine, it risks your clients' trust above all.
Many firms already know this.
The alternatives are expensive or cumbersome
You already have workflows and software that work. Switching to an all-in-one system is unnecessary, time-consuming, and expensive.
For secure data exchange alone, it isn't justified.
- More than you needPortals and firm platforms often bring more than you need: client management, workflows, signatures, integrations.
- High costOngoing costs that add up quickly: depending on the provider and team size, a portal with file exchange starts at around 1,000 EUR a year, often considerably more.
- Complex ImplementationSetup, integrations, and training: weeks instead of minutes, often requiring external consultants.
- A Barrier for ClientsClients have to register, manage passwords, and learn how to use a portal, so many end up emailing again anyway.
- Data in Third-Party HandsYour data is still stored with a service provider, involving subcontractors and potential cross-border data transfer concerns.
- The Cloud Isn't the SolutionCloud storage is cheap and quick to set up, but it doesn't solve the fundamental problem: your documents are still stored on external servers, often with providers based outside the EU.
Yet secure data exchange needs neither a portal nor a change of systems.
Your way out
Data transfer without a detour through someone else's server
The desktop application memo works with shares:
you make a folder or files available via a link.
Depending on the settings, the other side can view, search, download, or upload files themselves.
I want to provide documents
Tax assessment, legal brief, medical finding, doctor's letter
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Assemble a collection
Assign files to a collection, no copy and no upload. Set a password.
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Share the link
Send the link or QR code to the client.
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Client downloads
Open the link in a browser, view and save files. No installation, no registration, no account.
I want to collect documents
Receipts, bank statements, payroll records, prior findings, evidence
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Create a collection
Create a collection, e.g. inside a client folder. Allow uploads, set a password.
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Share the link
Send the link or QR code to the client.
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Client uploads
Documents are uploaded in the browser and land directly on your computer. Clarify questions in the collection's built-in chat, not in an email thread.
Both paths use the same technology. Your files stay where they are, and access ends the moment you end the share.
Built to be secure. And more secure than the way you work now.
With memo, security isn't an added feature, it follows from how it's built: there is no place where your documents are collected.
Security of the transfer
Encrypted transfer
Everything transferred between your computer and your client's browser is encrypted in transit and cannot be read along the way. With this technology, encryption is a built-in part of the connection, not a setting that could be forgotten.
No extra software for the client
Your client uses the browser they already have, which is updated regularly. There's nothing extra that could become outdated or vulnerable.
Built on an international standard
memo uses standardized technology that's also implemented in web browsers. It's the same technology video calls in the browser run on.
Open-source foundation
memo's transfer technology is built on open-source software. Its source code is publicly available and can be reviewed by security experts worldwide.
Better than email & portals
No storage with a third party
Your documents are never uploaded anywhere. What isn't stored can't be accessed without authorization, lost, or accidentally shared there. Email attachments, by contrast, sit in multiple mailboxes and on mail servers, and a portal collects every client's documents in one place, a rewarding target for attackers.
No account, no credentials
Your clients don't need an account. That removes forgotten, reused, or stolen portal passwords.
You stay in control
Set a password, limit the number of participants, end a share at any time. A sent attachment can't be taken back, a share can. You can also restrict a share to the local network, for example within the practice.
Fewer parties involved
No cloud provider storing or managing your content, and therefore no chain of subcontractors and no transfer to third countries. A broker server only establishes the connection and never sees the content.
Transparent
In the web interface, you can always see whether your connection is direct or, for example behind a strict firewall, routed through a relay in Germany. Even then, the content stays encrypted.
memo protects the transfer. Protecting your own computer (updates, antivirus) remains your responsibility, as before.
Comparison and price
If you need to exchange confidential documents, you had to choose between plain email and an extensive all-in-one system. Here's how memo compares.
| Client portal / all-in-one system | memo | ||
|---|---|---|---|
| Data held by third parties | yes, repeatedly | yes | no |
| Effort for clients | low | registration required | browser only |
| Setup | none | weeks/months | minutes |
| Ongoing costs | low | starting at around 1,000 EUR a year (often considerably more) |
100 EUR per seat per year (includes the entire platform) |
For the entire platform, file exchange included.
100 EUR per seat per year when billed annually. Volume discounts on request.
memo can do a lot more
memo is more than just secure data exchange.
It helps you find and organize every document in your firm or practice.
Your subscription includes the entire platform: a desktop application that makes your files searchable and organizable. All local on your computer, no cloud.
Find documents in seconds
Full-text search across PDFs, office files, images, audio, and video. A search bar via keyboard shortcut, with a preview right next to the results.
Organize without moving anything
Collections without file copies, labels, and custom metadata, for example by client, year, or matter. The assignment stays intact even when files are moved.
Discover instead of search
Smart filters capture what's actually in your files. The facet browser lets you rediscover your archive.
Share with one click
Every collection can be shared via a link. Organizing and sharing become a single step.
Real-world examples
- Tax firmall of a client's receipts across several years in one collection, without taking them out of the folder structure
- Law firmsearch case files and correspondence in seconds
- Medical practicequickly find findings and images for a patient
Stop sending confidential documents by email
Test it today, go live tomorrow. Install it on a workstation, first share in under 10 minutes, no IT support required. Support in English. For Windows and Linux, macOS in preparation.
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