ResourceFlow is a secure document management and client portal platform designed for professional firms. It combines a bank-grade digital vault, a customizable, firm-branded portal, and a tamper-evident audit trail to help organizations manage client files without relying on email attachments. Firms can onboard clients, upload documents, request files securely, review submissions, control access, and track actions such as views, downloads, and shares. Clients can submit documents, access records, manage profile details, and follow request progress through the portal.

Security features include AES-256 encryption at rest, TLS 1.3 in transit, isolated storage for each firm, and short-lived access links. ResourceFlow also offers records access controls, document versioning, retention rules, legal holds, and electronic approvals. Branding options let firms use their own logo, colors, and domain. Plans are available for solo practitioners, growing practices, and established firms, with options such as SSO/SAML and advanced audit exports on the Firm plan. The company states that its service is GDPR-ready and includes a 99.9% uptime SLA.