Everything important.
Connected.
The AI-powered Personal Information Network for individuals, families, and the professionals they trust.
In development · Join the waitlist
How it works
One secure share. A trusted network.
Request, match, review and receive documents in one place — then share them securely with anyone you trust.
Every tax document, in one request.
- 1
The CPA requests a checklist
The CPA creates and sends a personalized checklist of the tax documents they need.
- 2
The client connects accounts
The client securely connects Gmail, Outlook, Drive, Dropbox and more, so AllMyFiles can search for the documents.
- 3
AI finds and matches documents
AllMyFiles AI searches the connected accounts, then finds and matches the right documents.
- 4
The client reviews and approves
The client reviews the matched documents and approves exactly what to share with their CPA.
- 5
The CPA receives it in their portal
Approved documents arrive organized in the CPA's secure portal, with a clear status on what's received and what's still needed.
- 1
The agent sends the insurer’s checklist
The agent sends a checklist based on the insurer’s published requirements.
- 2
The client connects accounts
The client securely connects email and cloud storage so AllMyFiles can find what the insurer needs.
- 3
AI finds and matches documents
AllMyFiles finds the right documents across the client’s connected accounts.
- 4
The client approves what to send
The client reviews the file and approves exactly what goes to the agent or insurer.
- 5
Policy issued, renewals tracked
The issued policy is saved in the client’s vault, and renewal alerts route back to their agent.
- 1
The administrator requests owner documents
The building administrator sends each owner a checklist for their unit.
- 2
Owners connect accounts
Owners securely connect their email and cloud storage, so nobody has to dig through old folders.
- 3
AI finds and matches documents
AllMyFiles finds each owner’s documents across their connected accounts.
- 4
The owner approves what to share
Owners review the matches and approve exactly what the administrator receives.
- 5
The building file stays complete
The administrator sees what’s complete and what’s expiring, unit by unit.
- 1
The attorney requests case documents
The law firm sends the client a checklist for the matter.
- 2
The client connects accounts
The client securely connects email and cloud storage, so documents and correspondence can be found.
- 3
AI finds and matches documents
AllMyFiles finds the documents and correspondence that match the request.
- 4
The client approves what to share
The client stays in control: only what they approve reaches the firm.
- 5
The firm receives the case file
Approved documents arrive organized by matter, with a clear status on what’s still needed.
- 1
A professional requests documents
CPALawyerBrokerDealerA business already on AllMyFiles asks its client for the documents it needs.
- 2
The client organizes and approves
The client finds the documents in AllMyFiles and approves sharing them.
- 3
They share with anyone, securely
The client sends documents to another attorney, accountant or broker — even one not on AllMyFiles yet.
- 4
A secure pickup page
The receiving professional picks up the files and experiences AllMyFiles before signing up.
- 5
The professional joins
Creates a firm portalInvites their own clientsA new business joins AllMyFiles and starts its own secure workflows.
Why it matters
Designed for privacy
You will control what gets shared.
Built to be secure
Your information will be encrypted in transit and at rest.
For individuals and professionals
One network, with you in control.