Clarity. Confidence. Control.
We understand the demands of sophisticated, time-conscious professionals. That’s why .docME has been designed to simplify complexity, streamline your workflow, and safeguard your data—without the learning curve.
Control meets excellence.
For professionals who value trust, privacy, and efficiency.
Intelligent Folder Structures
Pre-built, professionally organised folders
Stay in control and secure with .docME.
For professionals who value trust, privacy, and efficiency.
Keep everything in one place
Your documents loaded and locked, ready for your next opportunity.
Who Is .docME For?
If you're juggling entities, scaling ventures, or preparing for funding, .docME was built with you in mind.
Full control. Total visibility. Seamless organisation.
As the primary account holder, you’re in charge of your entire financial portfolio. .docME gives you the tools to stay organised, share with confidence, and protect sensitive information—without the admin headache.
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✓Structured & Centralised
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✓Secure Sharing
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✓Total Oversight
Only what’s needed. Nothing more.
Guests are given limited, invite-only access to specific files. They’ll only see the documents shared with them—and nothing else—ensuring your privacy is always protected.
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✓Access by Invitation
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✓Upload If Permitted
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✓Private by Design
For firms managing multiple clients, teams, or portfolios.
Tailored for large-scale financial service providers, wealth managers, and multi-entity organisations, our upcoming Enterprise Solution gives your team the power of .docME—with advanced tools for scale, collaboration, and compliance.
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✓Multi-User & Team Permissions
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✓White-Label Capability
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✓Advanced Reporting & Oversight
Take Control of Your Financial World
Simplify your document management, protect your privacy, and be ready for every opportunity—get started with .docME today.
Why Choose
.docME?
We understand the demands of sophisticated, time-conscious professionals. That's why .docME has been designed to simplify complexity, streamline your workflow, and safeguard your data--without the learning curve.
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✓Centralised Document Management
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✓Bank-Grade Security
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✓Instant, Controlled Sharing
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✓Intelligent Folder Structures
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✓Saves Time and Reduces Admin
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✓Built for Ambitious Professionals
Designed for Serious Operators
Built for business owners, investors, and entrepreneurs who need smart, secure document management.
Organised From Day One
Pre-built folder structures help you manage complex financial records with ease.
Control What They See
Only share the documents you choose, with permissions that expire automatically.
Share Files Instantly
Generate one-time access codes for brokers, banks, or advisors—no email attachments needed.
All Your Financial Docs.
Organised & Ready to Go
Effortless Organisation
Quickly find what you need with structured folders designed for real financial workflows.
Time Back
Save hours on admin and document prep—focus more on growth, not paperwork.
Always Ready
Have every key document at your fingertips, ready for the next deal or loan application.
Professional Sharing
Impress brokers, banks, and advisors with secure, one-click access to tailored files.
Peace of Mind
Know your data is safe, private, and only visible to those you trust.
Smarter Management
Gain full visibility over your finances, assets, and documentation—across all entities.
Built for Complexity. Designed for Control.
.docME empowers experienced investors and brokers to manage high-volume documentation across multiple entities with clarity, speed, and confidence.
For Astute Investors
Strategic Document Control
Easily manage layered portfolios, trusts, and real estate with intelligently structured folders and permission-based access.
For Brokers & Advisors
Professional Client Collaboration
Provide your clients with a secure, efficient way to deliver exactly what you need—no chasing, no email threads.
Always Deal-Ready
Have contracts, reports, valuations, and tax records on hand when it matters most—ready to share securely with legal or financial partners.
Compliance Without Complexity
Receive only the documents required, within a secure environment that respects client privacy and audit expectations.
Simple, scalable, and designed for professionals.
All plans include full user access. Guest access is always free.
Basic Plan
For one-off needs like a loan submission or time-limited file sharing.
Ideal for users who need fast, one-time document collaboration.
Featured Included:
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✓Full platform access while paying daily.
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✓Unlimited uploads and sharing
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✓Secure folder creation and permissions
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✓Email support (during business hours)
Standard Plan
For business owners and entrepreneurs who need .docME regularly.
Perfect for managing ongoing financial activity, real estate, or tax season workflows.
Featured Included:
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✓Early access to new features
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✓200GB document storage
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✓Up to 30 active guest shares per month
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✓Early access to new features
Premium Plan
For high-level users managing complex portfolios and regular document flows.
Best value for serious operators who want to stay organised and audit-ready year-round.
Featured Included:
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✓Everything in Monthly
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✓1TB document storage
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✓Unlimited guest shares
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✓Annual audit log & compliance report
Have a question? Check out the FAQ
What makes .docME different from cloud storage platforms like Dropbox or Google Drive?
.docME is purpose-built for financial document management. Unlike general file storage, it offers structured folders designed for portfolios, properties, trusts, and companies—plus secure one-time access codes, permission controls, and audit-ready tracking specifically for business and investment use.
Is .docME secure enough for sensitive financial documents?
Yes. .docME uses advanced encryption, two-factor authentication, and permission-controlled file sharing to ensure your documents are kept private and only accessible by those you authorise. You stay in control at all times.
Can I use .docME just once for a loan or deal?
Yes! The Daily Access Pass allows you to use .docME daily, ideal for securely submitting documents to a broker or lender without signing up for a long-term plan.
How does guest access work?
You can share specific files or folders with a broker, advisor, or banker using a one-time access code. They’ll only see what you’ve shared, for a limited time. They can’t browse or access anything beyond what you’ve permitted.
What happens to my documents if I cancel my plan?
We’ll provide a grace period for you to download your files. You’ll never lose access without notice, and we make it easy to export your folder structure and data if you decide to leave.
Can I manage documents for multiple properties, businesses, or trusts under one account?
Yes. .docME is designed to handle complex portfolios with ease. You can manage documents across multiple entities using our pre-built folder templates—keeping everything clearly organised and easily accessible in one secure platform.
Can I manage documents for multiple properties, businesses, or trusts under one account?
Contact Us
We’re a fully remote, cloud-based business, so we can support you wherever you are.
Our Location
Proudly operating from Griffith, NSW, Australia
Email Address
support@doc-me.com.au
Get In Touch
Expect prompt, professional responses from our dedicated support team.