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Case study

Suralink Secure File Sharing.

A secure document sharing portal eliminating client login friction while maintaining enterprise security standards.

Suralink Secure File Sharing

Role

Lead UX/UI Designer

Research · Interaction Design · Security UX

Year

2019

Platform

SaaS Web App

B2B · Accounting

The Problem

Accounting firms lost hours managing client document requests over email. Clients struggled with login requirements, causing high support volume and delayed document collection.

  • Clients abandoned uploads when forced to create accounts
  • Email-based document exchange created security and compliance risks
  • No real-time validation — firms couldn't verify file completeness until manual review

The solution had to be frictionless for clients while maintaining enterprise-grade security for the firms.

Drag-and-drop upload interface
Drag-and-drop upload interface
File request builder
File request builder
Client-facing upload view — no login required
Client-facing upload view — no login required
Real-time validation and file status
Real-time validation and file status

What Changed

One-Click Secure Links

Configurable expiration, no account needed. Clients click a link and start uploading immediately.

Drag-and-Drop Uploads

Intuitive upload interface with file type validation and progress indicators.

Real-Time Validation

Automatic file checks ensure completeness before submission, reducing back-and-forth.

Mobile-First Access

Fully responsive experience so clients can upload from any device.

Security and expiration settings
Security and expiration settings
Mobile-optimized experience
Mobile-optimized experience

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