Secure Document Storage,
Simplified
Store all client documents in one secure, centralized location. Automatically organized by household with military-grade encryption, unlimited storage, and seamless integration with your entire practice.
Free forever • Unlimited storage • No credit card required
Document Library
2,847 FilesSmith Family
247 documents
Johnson Family
183 documents
Enterprise Security
2,847
Documents
156
Households
256-bit
Encryption
Enterprise-Grade Security & Organization
Your clients' documents deserve the highest level of protection and the most intuitive organization
256-bit Encryption
Military-grade encryption protects every document at rest and in transit
Secure Link Sharing
Generate time-limited, password-protected links for safe document sharing
Complete Version History
Track every change with full audit trail and ability to restore previous versions
Household Organization
Documents automatically organized by client household for instant access
Compliance Ready
Meet SEC, FINRA, and other regulatory requirements with ease
Unlimited Storage
No limits on storage space, file size, or number of documents
Intelligent Document Organization
Find any document in seconds with powerful search, smart categorization, and automatic household organization
Smith Family / Tax Returns
2024 Tax Return - Final.pdf
PDF • 2.4 MB
2023 Tax Return.pdf
PDF • 1.8 MB
Tax Organizer 2024.xlsx
Excel • 156 KB
W-2 Forms - 2024.pdf
PDF • 324 KB
Find What You Need, Instantly
Our intelligent organization system keeps every document exactly where you need it, with powerful search and filtering capabilities.
Redaction Tracking
Documents can be categorized as redacted or not to ensure AI usage complies with client wishes
Lightning-Fast Search
Find any document with full-text search across all files and metadata
Custom Tags & Folders
Create your own organizational system with custom tags and nested folders
Bulk Upload
Upload multiple documents at once with drag-and-drop simplicity
Documents That Power Your Practice
Document Storage provide a centralized location for managing client files.
Document Integration Flow
CRM
Documents linked to households
Document Storage
Central repository for all files
AI Extraction
Auto-extract data from documents
Workflows
Trigger on document uploads
Result
Complete document lifecycle automation
The Hub of Your Digital Practice
Every document you store unlocks powerful automation across your entire Sterling platform.
CRM Integration
Every document automatically appears in the right household record
AI-Powered Extraction
Extract data from tax returns, statements, and forms automatically
Workflow Automation
Document uploads trigger automated tasks and notifications
Unlimited Document Storage
Unlimited storage • Unlimited documents • Unlimited households
Storage is completely free
Store as many documents as you need with zero limits
No storage quotas • No file size limits • No hidden fees
Free Storage Includes:
Unlimited Storage Space
Store as many documents as you need
256-bit Encryption
Military-grade security for all files
Version History
Complete audit trail and rollback
Secure Link Sharing
Time-limited access links
Household Organization
Auto-organized by client
Search & Filtering
Find any document instantly
How It Works
Three simple steps to secure, organized document storage
Upload Documents
Drag & drop files or bulk upload hundreds of documents at once
Auto-Organize
System automatically categorizes by household and creates folder structure
Access Anywhere
Securely access, share, and manage documents from any device, anytime