How It Works

Say goodbye to unstructured emails, insecure messaging, and follow-ups. 
Request, share & manage sensitive information in 3 simple steps.
1

Create a Secure Request

Quickly Collect the Information You Need
  • Use our pre-built templates or create custom requests with the exact data fields required.
  • Add your client’s email address and send a secure, branded request with just a few clicks.
  • Your client does not need an account to submit their information.
Keep It Branded & Professional
  • Apply your company’s branding with a custom logo and colors for a seamless experience.
  • Use your own custom domain (coming soon) to enhance trust and credibility.
2

Clients Submit Data Securely

Simple, Secure, and No Accounts Required
  • Your client receives a secure link to submit their information without creating an account.
  • Every request is fully encrypted, ensuring data remains protected from start to finish.
Automated Reminders – 
No More Chasing Clients
  • If a client hasn’t responded, automated follow-ups will remind them to complete the request.
  • View real-time request status updates in your Pass On dashboard.
3

Access & Securely Handle Data

One-Time Access & Auto-Destruction
  • Once you or your team accesses the submitted data, it is automatically and permanently deleted from the platform.
  • Control how long data remains accessible with custom expiration settings or view limits.
Keep Track Without Storing Data
  • The history log provides a record of requests without storing any sensitive data.
  • Maintain a clear audit trail for security and compliance.