Sumanix
A secure document portal that lets professional services firms share client files without ever losing control of them — no downloads, no forwarding, no risk.
Screenshots show anonymized test data.
Professional services firms share sensitive client documents constantly — tax returns, legal opinions, audit reports, financial statements, engagement letters. The default method is email attachments and shared drives. Once a file leaves the firm that way, control over it is gone entirely. It can be downloaded, forwarded, printed, and redistributed without the firm's knowledge. For firms with confidentiality obligations and compliance requirements, that's an unacceptable operational risk.
Sumanix is a secure document portal purpose-built for professional services firms. Documents are rendered server-side as secured images — the raw file never reaches the client's browser, device, or cache. Every rendered page is watermarked dynamically with the viewer's name, session identifier, IP address, and timestamp, burned directly into the image rather than overlaid on the original PDF. If a document is ever shared externally, it is traceable to the exact session that viewed it.
The platform includes full audit logging, exportable as CSV for compliance reviews and regulatory audits. Access is role-based — admins manage documents and users, clients see only their own files, with access granted or revoked instantly from any device. Word and Excel files upload directly and convert automatically to secured, watermarked documents with no manual PDF conversion required. Built-in redaction permanently removes sensitive information like SSNs or account numbers before a document is shared, burned into the file server-side so it can't be bypassed.
Sumanix runs as a hosted SaaS starting at $99/month, or as a self-hosted Virtual Private Cloud deployment for firms requiring complete data sovereignty over their own infrastructure. A newer Intelligence tier adds an AI assistant that answers questions across a firm's entire document library, with per-tenant data isolation and a guarantee that client documents are never used to train AI models.
Clients access their documents through a secure browser-based portal instead of email attachments. Firms have a complete page-level audit trail of every document access. Sensitive files stay off client devices entirely. The risk of a confidential document being forwarded to the wrong party drops from routine to effectively zero.