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Customer Stories

Trusted by teams who protect what matters

From fintech startups to healthcare providers, see how organizations across industries rely on SendSafely to keep sensitive data secure.

Featured in our case studies
Mercury Addepar Instacart FreshBooks Unity MoonPay NES Digital Service Mony Group Mercury Addepar Instacart FreshBooks Unity MoonPay NES Digital Service Mony Group
Cezanne HR EZOPS Include Security Data Capture Experts All In Credit Union Portico Healthnet Kalispell Public Schools Cezanne HR EZOPS Include Security Data Capture Experts All In Credit Union Portico Healthnet Kalispell Public Schools
What our customers say
"I shaved minutes off my response times. From agent to customer, we all win here."
JO
Jemima Oso
Learning & Development, Mercury
"Our collaboration with SendSafely redefined our client engagement model. We've seen tangible improvements in client satisfaction."
EC
Erik Cabetas
Founder, Include Security
"When we knew we were going with Intercom, we knew we needed to integrate SendSafely. It replaced a less efficient SFTP process."
LB
Lee Burkhill
Project Manager, Mony Group
"I shaved minutes off my response times. From agent to customer, we all win here."
JO
Jemima Oso
Learning & Development, Mercury
"Our collaboration with SendSafely redefined our client engagement model. We've seen tangible improvements in client satisfaction."
EC
Erik Cabetas
Founder, Include Security
"When we knew we were going with Intercom, we knew we needed to integrate SendSafely. It replaced a less efficient SFTP process."
LB
Lee Burkhill
Project Manager, Mony Group
"If a document contains any business-specific information, I send it with SendSafely by default. It's that easy."
CL
Carl Lippert
Program Lead, FreshBooks
"Before SendSafely, GAP insurance providers took 2-3 months to respond. Now it takes less than a week."
RH
Ron Hallford
InfoSec Analyst, All In Credit Union
"We wanted our cake and to eat it too: a very secure solution, but also super translatable and intuitive to a highly diverse population."
MM
Molly McCormick
COO, Portico Healthnet
"If a document contains any business-specific information, I send it with SendSafely by default. It's that easy."
CL
Carl Lippert
Program Lead, FreshBooks
"Before SendSafely, GAP insurance providers took 2-3 months to respond. Now it takes less than a week."
RH
Ron Hallford
InfoSec Analyst, All In Credit Union
"We wanted our cake and to eat it too: a very secure solution, but also super translatable and intuitive to a highly diverse population."
MM
Molly McCormick
COO, Portico Healthnet
"SendSafely is the universal tool for sharing sensitive data across the organization. It's one of those tools that just works."
AR
Alix Roberts
DevOps Manager, Unity
"We can resolve customer issues faster without diverting them to email escalations. Higher NPS and resolution rates across the board."
JL
Josh Lee
Group Program Manager, MoonPay
"It's been really easy for people to grasp. Very rarely does somebody say 'I can't open this.' People ask us what we use."
KO
Kyra Ocker
Data Analyst, Kalispell Public Schools
"SendSafely is the universal tool for sharing sensitive data across the organization. It's one of those tools that just works."
AR
Alix Roberts
DevOps Manager, Unity
"We can resolve customer issues faster without diverting them to email escalations. Higher NPS and resolution rates across the board."
JL
Josh Lee
Group Program Manager, MoonPay
"It's been really easy for people to grasp. Very rarely does somebody say 'I can't open this.' People ask us what we use."
KO
Kyra Ocker
Data Analyst, Kalispell Public Schools
15
Customer Stories
8
Industries
51
Verified G2 Reviews
4.8
Rating on G2
G2
4.8
Google Workspace
4.7
Zendesk Marketplace
5.0
Salesforce AppExchange
5.0
Fintech

From agent to customer, Mercury and SendSafely deliver secure file exchange

Mercury recognized that the protection of sensitive client data was one of the keys to maintaining client trust during inbound and outbound interactions.

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HR

Cezanne HR uses SendSafely to fulfill the most important responsibility to its customers

Cezanne needed a data transfer solution to collect data from new customers while upholding GDPR responsibilities to secure and protect that data.

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Fintech

At Addepar, safeguarding client information is part of the business

A cloud-based investment management platform needed encrypted messaging that integrates tightly with Gmail for Business.

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Technology

Instacart uses the Dropzone API to protect their Get Vaxxed For Snacks Sweepstakes

Instacart partnered with the White House to encourage vaccinations, using SendSafely's Dropzone API to protect entries with end-to-end encryption.

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Accounting

FreshBooks secures sensitive customer data in Zendesk, building client trust

SendSafely's Zendesk integration enhanced FreshBooks' compliance posture and improved agent productivity.

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Healthcare

NES Digital Service delivers secure data sharing to support Scotland's most vulnerable during COVID-19

Built rapidly to collect and share demographic data of thousands of Scottish citizens with secure data exchange capabilities.

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Financial Services

EZOPS relies on SendSafely and Zendesk Guide to effortlessly deliver new software

AI-driven financial services solutions provider needed a cost-effective way to securely distribute software releases to customers.

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Security

Include Security uses SendSafely to protect all phases of the client engagement

A user-friendly solution compliant with SOC2 Type II, delivering a 38% improvement in client satisfaction with encrypted communications.

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Healthcare

Data Capture Experts relies on the SendSafely API for informed healthcare decisions

DC2Vue uses the lowest common technology between patients and providers: an email address and a browser, secured by SendSafely.

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Financial Services

All In Credit Union considers SendSafely an indispensable tool

Streamlined communications with external parties while complying with GLBA and NIST 800-53 for loan and insurance processing.

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Financial Services

Mony Group Delivers Secure, AI-Powered Customer Support at Scale

UK-based financial services provider went all-in on AI-first customer support with Intercom's Fin, secured end-to-end with SendSafely.

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Healthcare

Portico Healthnet Delivers Secure, Accessible Healthcare Support Across Minnesota

Helping uninsured Minnesotans access affordable care with a secure, mobile-first solution for remote document collection.

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Education

Simplicity: the Key to District-Wide Adoption at Kalispell Public Schools

The district needed a secure, scalable platform to transfer sensitive student health records, IEPs, and enrollment files.

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Fintech

MoonPay uses SendSafely for smooth secure file sharing in real-time chat

Customers can safely share sensitive documents in real-time chat, eliminating email escalations for faster resolutions.

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Technology

How Unity Keeps Secrets a Secret with SendSafely

Unity relies on SendSafely as its universal, tool-agnostic solution for managing secrets across email, Slack, Zendesk, and Jira.

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Overview
Key Highlights
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Featured Stories
The use of SendSafely resulted in a 38% improvement in client satisfaction when receiving encrypted communications.
Erik Cabetas · CEO & Founder, Include Security
Read full story
38%
Satisfaction Lift
50hrs
Saved Per Year
40%→1%
Encryption Struggles
SOC2
Type II Certified
I shaved minutes off my response times. From agent to customer, we all win here.
Jemima Oso · Learning & Development Specialist, Mercury
Read full story
125
Support Agents
1,000+
Transfers Monthly
200K+
Startups Served
4.8
G2 Rating
SendSafely is the universal tool for sharing sensitive data across the organization. It's one of those tools that just works.
Alix Roberts · DevOps Manager, Unity
5+
Integrations Used
1
Universal Tool
E2E
Encryption Standard
0
Knowledge Required
When we knew we were going with Intercom, we knew we needed to integrate SendSafely. It replaced a less efficient SFTP process.
Lee Burkhill · Project Manager, Mony Group
AI
Powered by Fin
E2E
Encrypted Chat
UK
Financial Services
0
SFTP Dependency
Recognized industry leader
G2 Easiest to Use Global Infosec Award 2024 Cybersecurity Excellence Award 2025 CyberSecurity Breakthrough Award 2025 G2 Leader Winter 2026

Protect every file. Every exchange. Every time.

Find out why companies across the globe use SendSafely to protect the security and privacy of their confidential data.

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