Free
For one-off operations
$0 $0 forever forever
- 1 folder (no subfolders)
- Up to 10 documents per folder
- Expiration tracking with reminders
- 1 share per month, re-share approval
- Basic access monitoring
- 1 request per month · up to 5 items
- Single user
The secure platform for document exchange
KYC/KYP, Trade, FX, Credit, Real Estate, and Compliance.
- Collection, OCR, enrichment, and document validation
- Real-time visibility into every operation
- Full audit trail
Free for 7 days. No credit card required.
Today...
Owning my docs
I (or my company) own documents that other companies need to see.
- One place: Every document lives in QX, organized.
- My access rules: I decide who gets access to my docs, and for how long.
- Visibility: I see what happens after I share.
My docs, my terms.
Requesting docs
My operations depend on requesting, reviewing, and acting on documents from other companies and people.
- Request: I define my packages, document types, and rules.
- Verify: QX requests, follows up, and checks every doc. I just handle exceptions.
- Audit: Full visibility, with compliance against data-protection regulations.
I set the rules, QX does the work.
The risk
Loose PDFs leak. So does your control.
- Once a PDF leaves your inbox, you can't pull it back
- No record of who opened it, when, or from where
- No way to revoke access when the deal closes
- Compliance asks for an audit trail you don't have
How sharing works
Upload once. Share many times. Revoke at any point.
Own the document
Upload to your folder. The file lives in your account, encrypted at rest, and the access log starts the moment it arrives.
Grant access, not a copy
Share with a counterpart over QX. They get a viewing link tied to their identity, not a downloaded PDF floating around in their inbox.
See who saw what
Every open, every download, every re-share request is logged. Approve or deny re-shares from your dashboard.
Revoke when it's over
Expire access on a schedule or revoke instantly. The shared link goes dead. Your document stays in your folder.
Plans
Start free. Upgrade to Pro when you share more than once a month.
These are the two plans built for individual compliance pros and small teams. For coordinated, high-volume requests across an org, see Scale or Enterprise.
Pro
For everyday teams
$24 $29 /mo, billed annually /mo
- Everything in Free, plus:
- 5 folders + subfolders
- 5 shares + 5 requests per month
- Document version history
- Expire & revoke access
- Reusable request packages
- Re-share authorization option
- Up to 3 team members (Owner + Operator)
- Read-only API + webhooks
- MCP server (read-only)
FAQ
Sharing questions.
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Can I revoke access after sharing?
On Pro, yes, instantly. On Free, the workaround is to delete the document, which is destructive but effective. Upgrade to Pro for clean, non-destructive revocation.
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Does the recipient need a QX account?
No. The recipient can view the document over a secure, identity-tied link without signing up. If they want to respond to a request or store their own copy, QX auto-creates a Free account for them, which they can keep or ignore.
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How is this different from a Google Drive or Dropbox link?
Generic sharing tools optimize for ease, not control. They give you a URL anyone can forward, no audit log, no revocation, no per-recipient identity. QX is built for the opposite case: a formal, traceable channel where you stay the document owner the whole time.
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What happens to my documents if I cancel?
Your documents stay accessible for 60 days after cancellation, then are permanently deleted. You can export everything as JSON + ZIP at any time, including the access history.
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Is QX a vault replacement?
No. QX is document collection and sharing infrastructure. We keep documents safely encrypted with full audit logs, but customers with strict regulatory retention obligations (AML/CFT, KYC record-keeping) should treat QX as an operational layer and export records into their system of record.
Get started
Send your first document. Free, forever.
One folder, one share per month, one user. Upgrade only when you outgrow it.
The operational drag
Document collection should be a pipeline, not an inbox.
- Analysts chasing the same 12 documents across 80 deals every month
- Spreadsheets to remember which counterpart is missing which file
- Inconsistent emails, no shared template, no audit trail
- Compliance asks for the proof and the trail isn't there
- Re-shares to bankers, lawyers and auditors handled in DMs
- Bulk uploads become bulk apologies when something breaks
How collecting works
One pipeline, every counterpart, full history.
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Define your package once
Build reusable templates with template variables: {{client_name}}, {{deal_id}}, document types. Save them, version them, share with the team.
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Send to many in one shot
Bulk-request via the dashboard, CSV upload, or the API. Each recipient gets a co-branded request with your name alongside QX, not a generic SaaS shell.
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Track status as it happens
Live dashboard shows who responded, who's late, what's missing. Webhooks fire into your CRM the moment a request closes.
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Re-share with delegation
Bankers, lawyers and auditors need access? Approve a re-share request. The document owner stays in the loop, and the audit log keeps both sides on record.
Plans
Scale for high-volume collection. Enterprise when procurement gets involved.
Both plans share the same engine: unlimited folders, shares, and requests, with 300 items/month included and $0.20 per item beyond. Enterprise adds the SSO/SAML, custom DPA, SLA and dedicated CSM that procurement and security teams need to sign.
Scale
For high-volume collection
$49 $59 /mo + $0.20/item above 300 /mo + $0.20/item above 300
- Everything in Pro, plus:
- Unlimited folders, documents & version history
- Unlimited shares with full access control + audit
- Unlimited requests · 300 items/month included
- Bundle unlimited items per request
- Unlimited reusable packages + template variables
- Delegation dashboard for re-share coordination
- Co-branded UX and emails
- Bulk request creation via web, CSV or API
- Unlimited team members (Owner + Operator + Viewer)
- Full read/write API + custom webhooks
- MCP server (read/write)
Enterprise
For regulated procurement
Custom Custom annual contract annual contract
- Everything in Scale, plus:
- SSO/SAML (Okta, Azure AD, Google Workspace)
- Custom DPA + sub-processor agreements
- Security questionnaire support
- Pen test reports under NDA
- Custom data retention policies
- 99.9% uptime SLA with service credits
- Dedicated Customer Success Manager
- Priority support · 4h response, 1h critical
- Quarterly business reviews
- Onboarding and data migration assistance
- Negotiated API rate limits + custom webhook payloads
- Custom roles and permissions
- Audit log export + extended retention
FAQ
Collection questions.
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Can I create a request without giving the counterpart a QX account?
Yes. The counterpart receives a secure link tied to their identity and can respond without signing up. If they do want a copy of what they sent, QX auto-creates a Free account they can keep or ignore.
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How does pricing work above the 300 items included?
Scale includes 300 documents or information items per month. Above that, each item is metered at $0.20 (R$ 1 for Brazil customers) and billed at month-end. There's no surprise cap. Usage just keeps working, and the bill reflects real volume.
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Can my brand live on the request emails and pages?
Yes. Scale ships with co-branded UX: your name and logo appear alongside QX on requests, emails and the response page. Recipients see you, with QX clearly recognizable on the page. Enterprise customers can scope a fully white-label setup in their contract.
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Do you have an API?
Yes. Pro gets read-only API + basic webhooks. Scale gets full read/write API with custom webhooks. Enterprise adds negotiated rate limits, custom payloads, and direct engineering support. We also expose an MCP server so AI agents like Claude can drive the account.
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What about SOC2, SSO, DPA?
Enterprise includes SSO/SAML, a custom DPA, pen test reports under NDA, security questionnaire support, and custom data retention policies. SOC2 and ISO 27001 are on our roadmap. Get in touch and we'll share our current security posture in detail.
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Can I delegate re-shares to a bigger group?
Yes, via the delegation dashboard. When you're coordinating requests on behalf of clients (think a broker working with multiple counterparts), the dashboard gives you one consolidated view of every re-share you're coordinating, while the document owner stays in control of each approval.
Get started
Run your collection pipeline. Don't be the pipeline.
Start the 14-day Scale trial in 2 minutes, or schedule a call if procurement is part of the deal.