If you’re still asking clients to upload sensitive documents through Google Drive or Dropbox, you’re playing with fire. 🔥
Whether you’re running an agency, managing taxes for clients, or building funnels for law firms and financial services, you need a secure way to collect stuff like:
- 🧾 Tax documents
- 🪪 Government IDs
- 🧠 Sensitive client intel
And you don’t want that stuff floating around on some public link.
That’s why today I want to show you the better way to collect files securely inside HighLevel, and how to make it dead simple for your clients.
Let’s break it down. 👇
Why Dropbox Isn’t the Answer
First, let’s talk about what doesn’t work.
Every time you share a generic file upload link (Google Drive, Dropbox, WeTransfer, etc.), you’re opening a door for things to go wrong:
- No control over who uploads what
- No encryption or record inside your CRM
- No way to track, gate, or restrict access
- Clients get confused, bounce, or worse—don’t trust the process
If your client is thinking, “Why am I uploading my passport to a random Dropbox folder?”, you’ve already lost them.
The Better Way: Secure File Uploads in HighLevel
Here’s what I do and what I recommend to anyone handling secure info:
- Use native HighLevel forms
Yup, that simple. HighLevel forms come with SSL encryption baked in, so anything submitted through them is protected. - Add a file upload field
HighLevel lets you add multiple file upload fields. No need to send clients anywhere else. - Embed your form inside a membership area
This is the secret sauce. By using a gated membership page, you:- Add another layer of access control 🔐
- Keep documents tied to a logged-in user
- Create a more professional and branded experience
If you want your clients to trust you with sensitive data, this is how you show them they can.
Real-World Example
One of the setups I love using:
A custom onboarding form inside a gated “Client Portal” membership site.
- Clients log in 🔑
- They see a welcome video, form, and upload instructions
- They submit docs (W9s, IDs, etc.) through the HighLevel form
- I get notifications and everything’s stored in their contact profile
No external tools. No risk. No extra logins.
You can even trigger automations off the form submissions like reminders, task assignments, or internal alerts to your team.
Bonus: Use Tags or Pipelines to Track Submissions
Want to take it one step further?
Tag users after they upload their docs or move them in your pipeline. That way, you always know who’s done what, without needing to hunt through inboxes or DMs.
📌 Example:
- Client uploads docs → gets tagged “Docs Submitted”
- Internal task triggers for your team to start the next step
- You stay on top of everything without lifting a finger
Takeaway for HighLevel Users
If your agency deals with sensitive documents (think: taxes, IDs, contracts, or medical forms), stop using third-party tools.
HighLevel already gives you the structure to keep things secure, branded, and automated.
✅ Use HighLevel forms
✅ Add upload fields
✅ Gate everything with memberships
✅ Automate the follow-up
It’s cleaner. It’s safer. And it makes you look way more legit. 😎
Ready to Stop Duct-Taping Your Client Experience?
If you’re piecing together tools just to collect a few files, you’re working harder than you have to.
At HL Pro Tools, we help HighLevel users build real systems, the kind that don’t break when clients actually start using them.
Cool Free Thing
Before you can help businesses with your service, you need to establish trust.
The quickest way to earn trust? ⭐️ Testimonials.
In the spirit of free stuff,I want to give you my team’s Testimonial Workflow.
This process makes gathering, editing, and organizing testimonials easy, and it plugs right into your HighLevel account.
👉 Grab the free walkthrough here
Use it, customize it, and start building real social proof the smart way. 🧠