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E-Signature & Documents

Pipefile

Secure client portal for collecting documents, forms, and e-signatures.

4.8· 19 reviews· via Capterra

What is Pipefile?

Pipefile is a secure document collection platform and client portal that lets teams send branded links so clients can upload sensitive files without creating an account. It automates reminders, syncs files to cloud storage, and adds fillable forms and e-signatures on top of PGP-encrypted intake. It targets legal, financial, insurance, and nonprofit teams that handle recurring client paperwork.

Best known for: Secure, no-account client document collection

Key features

  • Branded, account-free client upload portals
  • Automated email and SMS reminders
  • Fillable PDF forms and e-signatures
  • Cloud storage sync and integrations
  • Document scanner and reusable templates
  • PGP encryption, MFA, and access controls

Who Pipefile is best for

  • Law firms
  • Accounting and tax practices
  • Nonprofits and community agencies

Ideal team: Client-facing teams that repeatedly collect sensitive documents and signatures from customers who don't want to create an account.

Pipefile pricing

Standard

$14.99/per user / mo

  • Profile upload URL and unlimited file requests
  • 100MB file size, 100GB storage
  • Storage integrations, document scanner, email reminders
Popular

Professional

$29.99/per user / mo

  • 1GB file size, unlimited storage, file sync
  • Forms, e-signatures, and custom branding
  • SMS reminders, lead forms, bulk send, Zapier

Enterprise

Custom

  • All Professional features
  • SSO, user groups and permissions, SCIM provisioning
  • Enterprise support and IT tools

Costs to watch before you commit

  • Pricing is per user, so costs scale with every team member added
  • SMS reminders are billed separately at standard rates on top of the plan
  • HIPAA compliance and advanced security features are gated to the higher/Enterprise tier
  • Standard tier caps files at 100MB and storage at 100GB; unlimited storage requires Professional

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