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What is ShieldFive?

ShieldFive is a specialized software solution for document collection, catering specifically to the accounting, immigration, and mortgage industries. The workflow initiates when a firm issues a secure upload link along with a PIN, allowing clients to seamlessly upload documents from any device without requiring an account, app, or password. Each file is encrypted directly in the client’s browser before it is uploaded, guaranteeing that only the firm can access the data, while ShieldFive maintains the encrypted files. Firms have the capability to create request checklists for various documents, including Form 1040, I-130, I-485, and mortgage applications, enabling them to monitor outstanding documents, confirm received submissions, and provide clients’ email addresses for reminder notifications from ShieldFive, which can be sent up to two times. During both the trial period and on the paid plan, the client upload page prominently displays the firm's branding, including its name and logo. The encryption method employed is a post-quantum hybrid approach (ML-KEM-1024 combined with X25519), with the fundamental cryptographic elements being open source. Moreover, the service is hosted within the EU, and clients can access it for free during the initial 14-day trial, followed by three active requests at no cost, with a subsequent monthly charge of EUR 29 for each additional seat; clients themselves face no expenses. It is crucial to understand that while the platform effectively facilitates document intake, it does not accommodate e-signatures, thus enhancing the efficiency of the submission process for users. This focus on security and ease of use positions ShieldFive as a valuable tool for firms in these sectors.

What is Cirrus Secure?

Effortlessly manage your deal flow and documents with our customizable and secure portal, which enables your team to focus on closing deals rather than sifting through paperwork. Through a unified and secure platform, teams can easily track loan statuses, automatically categorize and label documents, and access online support for a more efficient lending experience. Shift your attention from document management to deal-making, as Cirrus transforms the document collection process into an intuitive user experience. Featuring checklists, collaborative tools, and flexible workflows, it minimizes obstacles and promotes clarity at every stage of the process. By optimizing both deal flow and document management, your team can achieve faster closings and enhanced productivity. This innovative strategy not only conserves time but also cultivates a more structured atmosphere for all your business transactions. Ultimately, adopting this system leads to improved efficiency and a more streamlined operational workflow.

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Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

EUR 29/month/seat
Free: 10 GB, no card. Lifetime Vault: 2 TB for EUR 199 paid once until 31 Oct 2026, then EUR 249, 30-day refund. Storage subscriptions also available. Firm plan for client document collection: EUR 29 per seat per month.
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training

Company Facts

Organization Name

ShieldFive

Date Founded

2026

Company Location

Spain

Company Website

shieldfive.com

Company Facts

Organization Name

Cirrus Secure

Date Founded

2014

Company Location

United States

Company Website

www.cirrussecure.com

Categories and Features

Document Collection

Not specified

Categories and Features

Document Collection

Not specified

Mortgage and Loans

Not specified

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