Client documents deserve boring, careful handling.
Reddi holds the evidence your firm is professionally responsible for. These are the principles it's built on, written plainly, with the full detail in our legal documents below.
Upload links are scoped, not shared
Clients upload through no-login upload links tied to one request. No accounts to create means no client passwords to leak, reuse or forget.
File access goes through the app
Reddi uses app-mediated file access through signed URLs, written to audit logs, so there's a record of every reminder, upload, replacement request and staff touch.
Every check is tenant-scoped
Access is tenant-scoped and firm-scoped end to end, one firm's clients, documents and audit trail are never visible to another.
AI assists; it never acts alone
Human review boundaries are enforced: checks use cautious language, appears, possible, unable to verify, and route to a person. Nothing is approved, rejected or filed without staff sign-off.
The firm controls the records
Retention, deletion and legal-hold workflows are configured against your firm's own regulatory obligations, Reddi doesn't decide what you keep.
Subprocessors listed, in public
Every infrastructure and service provider Reddi relies on is listed on the subprocessors page, the list your IT reviewer will ask for first.
Bring your IT reviewer. We like the hard questions.
No advice given. Reddi collects; your firm advises.
AI assistance never provides accounting, tax, VAT, legal or compliance advice. Professional judgement stays with your people.