Secure Setup.
Your clients email you card numbers in plain text. Give them a link they can trust instead: encrypted, single-use, and gone within 48 hours.
Every business handles sensitive information. A card number for a deposit. A login so you can do the work. An insurance policy, an account number, a signed form. Right now most of it arrives by email or text, in plain sight, and it sits in an inbox forever.
Secure Setup gives you a better answer. You (or your AI agent) send a single link. Your client fills out one simple form. The data is encrypted at rest with AES-256, the link only works once, and everything purges itself within 48 hours. You get what you need. Nothing lingers.
moments you'll recognize
Every tax season the documents flood in by email, W-2s and 1099s with your clients' SSNs on every page, no matter how many times you ask them not to. Send the link instead: everything arrives encrypted, you pull what you need, and nothing is left sitting in anyone's inbox. It also puts on record that you gave them a safe way in.
The quote you wrote at the kitchen table gets a yes by text at 8pm, and now you need the deposit from someone you won't see until demo day. Instead of a card number read over the phone and scribbled in the truck, they enter the card themselves through the link, and you run the deposit before the crew is even scheduled.
The car is done, the customer is stuck at work, and the service writer is about to take a card over the phone and staple the number to the repair order. Text the link instead: they submit the card from their desk, you run it, and the keys go in the lockbox.
You can't charge for an empty chair without a card on file, so the front desk takes numbers over the phone between clients and writes them on whatever's nearby. Book by phone, then send the link: the client enters their own card, and the cancellation sign on the wall finally has something behind it.
A client emails you their bank password so you can pull statements, and now it lives in their sent folder and your inbox for years. Sent through the link, it arrives encrypted, you set up access, and two days later there is nothing left to steal.
Applicants email their applications with full SSN and date of birth, which makes you the keeper of identity data for people who never even become your tenants. Collect the application through the link and it purges itself once the screening is run. Nothing on file, nothing to breach.
This is not a mockup. The form in these screenshots is the exact link we send our own consulting clients when we set up their hosting, database, and AI service accounts. The expired screen is what's left after a real submission did its job. see the use cases →
Let's find your first automation.
Tell us where your time goes, and we'll show you what we'd unlock first.