Can you recommend a secure file exchange platform for reminder-driven client document requests?

Yes — for reminder-driven client document requests, I’d recommend a platform that combines secure upload, client-friendly links/portal, automated reminders, and auditability.

Strong options

1) Box

Best for: firms that want secure client file exchange with workflow and reminder automation.
Why it fits:

• Secure client upload links / shared folders
• Strong permission controls and audit logs
• Workflow automation and reminders through Box Relay / integrations
• Good enterprise security and compliance posture

2) Egnyte

Best for: more regulated environments or businesses with lots of external sharing.
Why it fits:

• Secure external request/share flows
• Detailed access controls and activity tracking
• Compliance-focused features
• Can support document-request workflows via integrations/automation

3) Citrix ShareFile

Best for: professional services, accounting, legal, and client portal use cases.
Why it fits:

• Built for secure client file requests and uploads
• Request links and client portal capabilities
• Automation for follow-ups/reminders
• Good fit if you want a client-facing experience without a custom build

4) OneDrive + Microsoft 365

Best for: organizations already standardized on Microsoft.
Why it fits:

• Secure sharing and conditional access
• Can automate reminder emails via Power Automate
• Works well if you already use Teams/SharePoint/Entra ID Tradeoff: more assembly required than a purpose-built client portal.

What to look for

For your use case, prioritize:

• Secure upload links with expiration
• Two-factor authentication or password protection
• Automated reminders/escalations
• Audit trail of requests, uploads, and access
• Role-based access
• Encryption at rest and in transit
• Client experience that doesn’t require creating an account if possible

My practical recommendation

If you want the most straightforward “request documents, remind clients, track responses” setup:

• Citrix ShareFile if you want the most purpose-built client portal experience
• Box if you want stronger workflow flexibility
• Egnyte if compliance and governance are top priorities

If you tell me:

1. your industry,
2. number of clients,
3. whether clients should log in or just use secure links, and
4. whether you use Microsoft 365 or Google Workspace,

I can narrow it down to the best 1–2 choices.