Use case
Accountants, lawyers and their clients
If your job involves asking clients for sensitive numbers, you are the one who decides how they send them. Whisper gives them a simple, private way to do it — no client portal to sign up for.
The situation
Chris is an accountant. Every spring, dozens of clients send him Social Security numbers for their dependents, bank account numbers for direct deposit, and last year’s return. Most of it arrives by email, because client portals are clunky and half his clients forget their password.
Asking clients to email it
- Your inbox becomes a database of client identities
- Liability if your email account is ever compromised
- Clients reply-all, forward, or send to your old address
Asking clients to use Whisper
- Clients don’t need an account or a password — just a link
- Each client’s messages can only be opened on your device
- You know which client sent what: every message is signed
How it goes
- Invite each client once. Put a line in your welcome email: “For anything sensitive, please use this link instead of email.” The invite greeting explains it for you.
- Clients send what you asked for. They can use their phone, or their browser if they’d rather not install anything.
- You reply with anything confidential of your own — a refund estimate, a portal login, a payment reference.
Also works for
- Lawyers exchanging settlement figures or case details with clients
- Financial advisors collecting account numbers
- Real-estate agents sharing lockbox codes with buyers’ agents
Ready to try it?
Whisper for web runs right in your browser. Invite someone and send your first private message in under a minute.