Whoever you are exchanging
data with, there's a
Spheros tier.
Each tier is built around a specific job to be done: an individual sending records to their accountant, a business getting through onboarding, or a large company running third-party risk management at scale.
For people sending personal records to the professionals who need them
Your accountant needs last year's tax documents. Your specialist needs the scans your primary care office is holding. Your broker needs two years of statements by Friday. It's the same problem businesses have, just personal. The individual Wallet gives you one encrypted place for it all, and a secure Link to send exactly what each person needs.
Tax documents to your accountant
W-2s, 1099s, K-1s, and receipts in one place. Send the whole year in a single Link.
Scans and reports to your doctor
Imaging, lab results, and referral notes, encrypted end-to-end, never an email attachment.
Mortgage paperwork to your broker
Statements, pay stubs, and IDs. Update one file and every recipient sees current.
Open new financial accounts
Identity and income verification ready to go, so account opening doesn't stall.
"My accountant, my real estate broker, and my new doctor all want the same information."
For businesses going through onboarding & due diligence
You're the one being asked for documents. A bank wants your incorporation papers, an investor wants your financials, a new partner wants your certifications, again and again. Store everything once in your Vault and respond to any request in minutes, not weeks.
One Vault, every document
Keep incorporation docs, financials, and KYC records ready to share.
Answer any request with a Link
Send a secure off-platform data room by URL, no account needed on their side.
Encrypted, never over email
Every file is protected end-to-end. No unencrypted documents in an inbox, ever.
"A new banking partner just sent us a due-diligence checklist with 14 documents."
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For small businesses collecting from clients & third parties
Now you're the one asking. Instead of chasing documents over email, send structured intake requests, let clients and vendors upload straight into the right Workspace, or through their Vault.
Inbound data collection
Request exactly the documents you need and track who's completed.
Workflows & Workspaces
Give every client and vendor a dedicated, organized space to collaborate.
Multi-user & tiered connections
Bring your whole team in and manage a growing network of partners.
"We onboard 30 new clients a quarter and chase each one for the same paperwork."
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For large companies verifying & running due diligence at scale
You don't just receive data. You have to verify it, monitor it, and prove you did, across hundreds of clients and vendors. Spheros Enterprise turns verification, KYC, and Third Party Risk Management into one repeatable, white-labeled process with unlimited connections and a complete audit trail behind every decision.
KYC & verification in one workflow
Screen, verify, and approve client and vendor data across your entire network from one place.
Ongoing TPRM monitoring
Vendors and partners keep their own Vaults current, so your risk view doesn't go stale between reviews.
Audit trail, API & white-label
Prove who verified what and when, pipe it into your own systems, and run it all under your brand.
"Compliance has to verify and re-check documentation for 400+ clients and vendors every year."
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Not sure where you fit?
It usually comes down to one question: which side of the request are you on?
It's personal: send your own tax, medical, and financial records securely.
You're being asked: respond to onboarding and due-diligence requests fast.
You're collecting: gather documents from clients and vendors, organized.
You're verifying: due diligence across hundreds of clients and vendors, with proof.
Find the tier that fits your job
Start free today, or talk to us about verification and due diligence at scale.