What BotDoc does

Botdoc, operating through its legal entity ShortSave, Inc. and headquartered in Monument, Colorado, is the inventor and steward of Secure Digital Transport (SDT), a patented category of digital infrastructure that moves sensitive data without requiring recipient logins, without portals, and without leaving residual copies at rest. Founded in 2013, the company has secured patents across six jurisdictions (United States, Japan, Australia, India, European Union, and Canada) covering the foundational no-login transport architecture. The core SDT Engine provides end-to-end encryption (TLS in transit, AES-256 at rest) combined with a zero-login recipient experience and zero-residual-data-footprint, addressing the three-way tradeoff between security, convenience, and compliance that legacy approaches (SMTP, portals, managed file transfer) each fail to resolve simultaneously.

The product portfolio is organized into three commercial tracks: (1) a developer API for raw SDT transport building blocks; (2) External Application Projects (EAPs) including SecureMFP for banking and healthcare scan security, the SecureMyDealer automotive family (Connect, Lite, ID Verify) deployed in production at dealers nationwide, and Botdoc Spark for SMB self-serve launching Q3 2026; and (3) a Third-Party Integration (TPI) ecosystem where partners build their own products on SDT, including SDX by Edward Jones, Secure File Transport for Salesforce by Cloud Maven, and VedaPointe.Send for EPIC.

Botdoc's go-to-market combines enterprise field sales for large dealership groups, banks, and healthcare systems; inside sales for mid-market; self-serve for SMB via Lite and Spark; and channel distribution through CDK Global, Cox Automotive, Drive Centric (embedded in auto DMS platforms), FordDirect's The Shop marketplace, KPA's Vera Suite (white-label), and TPI partners. Target verticals are automotive retail, regulated banking, healthcare, and insurance. Revenue derives from subscription SaaS (Gold at $1,000/month, Platinum at $2,500/month annual billing), API/usage-based pricing, and marketplace/OEM commissions, with a freemium developer tier for evaluation.

Name

BotDoc

Legal name

ShortSave, Inc.

Website

https://botdoc.io

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Botdoc provides patented Secure Digital Transport (SDT), enabling regulated organizations to move sensitive data without recipient logins or residual copies at rest, serving automotive dealerships, banks, healthcare providers, and insurers via direct sales and channel partners.

Ownership category

akta.pro rank

Product category

Secure Document Transport Software

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Fraud Prevention & Identity Verification (IDV/KYC) (BPAMAEAI)

akta.pro secondary industry

Privacy Management (Consent, DSAR, RoPA) (HDADAFAH)

Keywords

• Secure document transport
• Encrypted data exchange
• FTC safeguards compliance
• HIPAA compliant file transfer
• Auto dealership cybersecurity

Headquarters

HQ city

Monument

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations

Revenue model

1. Subscription (SaaS): Botdoc operates on a subscription SaaS model with tiered support plans. Developer plan is free. Gold plan at $1,000/month and Platinum plan at $2,500/month are paid subscription tiers with escalating SLAs, response guarantees, and support features. Annual billing cadence. Professional services (onboarding, integration) may drive additional service revenue.
2. API/Usage-Based: API track provides raw SDT Engine building blocks for developers who build customer-facing surfaces on top. TPI track charges partners building vertical products on SDT. Usage-based consumption overlays on subscription for high-volume transactions.
3. Marketplace / OEM Revenue: Products sold through FordDirect's The Shop marketplace to Ford and Lincoln dealers under pre-negotiated terms. KPA white-labels Botdoc Lite inside Vera Suite. Third-party integrators (Cloud Maven/SDT for Salesforce, VedaPointe.Send for EPIC) monetize the platform within their own ecosystems, generating referral or commission revenue for Botdoc.
4. Freemium (Developer Tier): Developer plan is free with limited free Customer Data requests. Free trial allows evaluation before upgrade to paid Gold or Platinum tiers. SMB self-serve product Botdoc Lite enables rapid deployment without enterprise integration project.

Pricing tiers

Go-to-market motion4 records

Distribution channels6 records

Marketing channels7 records

Core offering

Botdoc provides a Secure Digital Transport (SDT) platform — a patented digital infrastructure layer that moves sensitive documents, ID data, and signatures between organizations and their customers or counterparties without requiring recipients to log in, register for a portal, or download an app. The company packages the SDT Engine as a developer API and as pre-built vertical products (SecureMFP for banking and healthcare scan security; the SecureMyDealer family of Connect, Lite, and ID Verify for auto dealerships) and serves enterprise and mid-market customers in automotive retail, regulated banking, healthcare, and insurance via direct sales, embedded OEM partnerships, and marketplace channels.

Product overview

Botdoc is the inventor and steward of Secure Digital Transport (SDT), a new category of digital infrastructure that moves sensitive data without logins, portals, or leaving copies behind. The company offers a platform-plus-modules architecture anchored by the SDT Engine—the underlying patented technology that powers all products. The product portfolio is organized into three commercial tracks: (1) the Botdoc API for developers who want raw transport building blocks; (2) External Application Projects (EAPs)—pre-built vertical products including SecureMFP for banking and healthcare scan security, the SecureMyDealer automotive family (Connect, Lite, ID Verify), and Botdoc Spark for SMB self-serve; and (3) Third-Party Integrations (TPIs) where partners build their own products on SDT, including SDX by Edward Jones, Secure File Transport for Salesforce, and VedaPointe.Send for EPIC.

Differentiator

Problem solved

Functional benefit

Brands

• SDT Engine: The patented technology platform enabling Secure Digital Transport - raw transport engine for developers to build secure data exchange without logins or portals
• SecureMFP
• Botdoc Connect
• Botdoc Lite
• Botdoc ID Verify
• Botdoc Spark
• SecureMyDealer
• Secure Messaging
• Secure File Transport for Salesforce
• VedaPointe.Send for EPIC
• SDX by Edward Jones

Products and services

• SDT Engine Foundational patented technology platform underlying every Botdoc product. Enables Secure Digital Transport — moving sensitive data without logins, without portals, and without leaving copies behind — sitting at the intersection of end-to-end encryption, zero-login recipient experience, and zero-residual-data-footprint at rest. Available to developers via API with Push, Pull, P2 Secure Container, P2 ID Capture, P2 ID Verification, and P2 Signing primitives.
• SecureMFP Pre-built External Application Project on the SDT Engine that delivers FFIEC and financial-services compliance by replacing insecure scan-to-email on multifunction printers with encrypted, audited transport. Targeted at banks, credit unions, and healthcare providers whose MFP scan workflows would otherwise fail compliance examinations.
• Connect (Botdoc Connect) CRM- and DMS-integrated dealership workflow for secure document exchange at auto dealerships. Embedded inside CDK Global, Cox Automotive, and Drive Centric platforms, enabling F&I and sales teams to push and pull sensitive deal documents without imposing logins on the customer.
• Lite (Botdoc Lite) Purpose-built version of Connect for smaller dealers and franchise groups that need on-demand FTC-Safeguards-Rule-compliant secure messaging without an enterprise integration project. Self-serve onboarding allows deployment in under 15 minutes without IT support.
• ID Verify (Botdoc ID Verify) Real-time driver's license and ID verification against the issuing agency, with sub-three-second flows and automated fraud checks. Available embedded inside Connect and Lite, or as a standalone product for direct integration.
• Botdoc API (SDT Engine REST API) REST API exposing the raw SDT Engine transport primitives to developers, enabling custom applications that move documents and data through Botdoc's encrypted, no-login transport layer. Sandbox developer console available at sandboxdev.botdoc.io for evaluation; tiered support plans (Developer free, Gold $1,000/month, Platinum $2,500/month) scale with production usage.

Quantifiable outcome

• Community First Bank onboarded 21 bank employees on Botdoc in under 20 minutes with no IT support calls required
• +4 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature8 records

Partnerships

16 partnerships are on record, tiered flagship, core and minor.

• FordDirectflagshipChannel Partner/ Reseller/ Distributor · 1 September 2025Botdoc is a preferred vendor on The Shop by FordDirect — the e-commerce marketplace for Ford Dealers and Lincoln Retailers. Botdoc Connect, Lite, ID Verify, and SecureMFP are all available through The Shop with FordDirect pre-negotiated pricing and contract terms. Discounts available for FordDirect-managed dealerships and FordDirect program participants. Botdoc passed FordDirect's preferred-vendor evaluation across product, security, privacy, and compliance. The partnership was announced September 2025.
• Trust StampcoreTechnology or Integration · 19 August 2024Trust Stamp (Nasdaq: IDAI) integrates its low-code Orchestration Platform within Botdoc Connect, adding biometric Identity Verification and KYC including document validation against the AAMVA Driver License Data Verification System. The partnership brings cutting-edge ID security solutions to the automotive industry combining Trust Stamp's biometric authentication with Botdoc's encrypted transport. Both companies are committed to ongoing innovation to meet evolving automotive security needs.
• KPAflagshipOEM/ Whitelabel/ Licensing Partner · 17 July 2024KPA white-labels Botdoc Lite as 'Secure Messaging' inside KPA's Vera Suite compliance platform for auto dealers. KPA serves over 15,000 auto dealers including 8 of the top 10 dealership groups. The combined solution provides an affordable, FTC-compliant way for dealerships to manage consumer data. Three months of Botdoc Lite is available free to dealerships affected by the recent cyber disruption. KPA's comprehensive compliance offering (EHS, HR, Advertising, Sales, Finance) is extended to include Botdoc's secure data exchange.
• C2 SystemscoreTechnology or Integration · 1 March 2024Botdoc announces partnership with C2 Systems to streamline financial document handling across the loan-origination workflow. The partnership gives financial institutions a simplified and secure end-to-end experience from application through closing documents. C2 Systems integrates Botdoc's SDT Engine into its loan origination system.
• IDology (GBG company)coreTechnology or Integration · 1 May 2023Botdoc and IDology, a GBG company and leading identity verification provider in the Americas for over 20 years, partner to give the auto industry a path to FTC Safeguards Rule compliance. IDology's identity verification technology is combined with Botdoc's encrypted in-transit sessions for dealership workflows. Integration provides real-time identity verification and document validation for automotive dealers.
• gener8tor OnRamp Insurance Accelerator (Allianz Life + Securian Financial)minorStrategic or Co-development Partner · 1 January 2022Botdoc was selected as one of five insurtech startups for the 2022 OnRamp Insurance Accelerator developed by gener8tor in collaboration with Allianz Life Insurance Company of North America and Securian Financial. The program was held in Minneapolis, Minnesota. Each startup received a $100,000 investment and participated in a three-month program culminating in a showcase at InsureTech Connect 2022. The accelerator expanded the SDT category into the insurance vertical.
• ICBA ThinkTECH AcceleratorcoreStrategic or Co-development Partner · 1 January 2019ICBA ThinkTECH Accelerator — the Independent Community Bankers of America innovation program — provided Botdoc with direct access to the community bank network. This was the seed of what became SecureMFP for banking scan security. Botdoc was in the second cohort of the program, which ended in March 2020 when the COVID-19 crisis hit. Banks looked to the ThinkTECH program for PPP loan process solutions, and Botdoc delivered.
• Toyota Financial ServicescoreStrategic or Co-development Partner · 10 September 2018Toyota Financial Services held an Innovation Day on September 10, 2018. Botdoc was selected as one of 9 companies from over 100 applicants and presented to over 200 Toyota professionals including the CEO and CIO. Toyota Financial Services has approximately 5.4 million customers and a global network covering 90% of markets where Toyota sells vehicles. Toyota's retail transformation team recognized Botdoc's ability to transport documents and data without imposing logins on consumers as a powerful capability for their consumer experience future.
• Plug and Play (Cyber and Fintech)minorStrategic or Co-development Partner · 1 January 2018Botdoc joined Plug and Play's 2018 cybersecurity (Sunnyvale, California) and fintech (bank/credit union access) accelerator cohorts. The programs provided enterprise security buyers, corporate partners, product validation against a global cyber portfolio, and fintech-specific compliance validation. Named to Plug and Play's '40 Hottest Fintech Companies' list during the fintech cohort.
• 630 Cyber AcceleratorminorStrategic or Co-development Partner · 1 January 2017Botdoc joined the 630 Cyber Accelerator cohort in January 2017. The cybersecurity-focused program provided mentorship, customer access, and capital partners that shaped Botdoc's early go-to-market posture in the cybersecurity space.
• CDK GlobalflagshipTechnology or IntegrationBotdoc Connect is embedded inside the CDK Global auto dealer platform (DMS). CDK Global is one of the largest auto dealer management system providers, making this integration a primary distribution channel for Botdoc to the auto dealership market.
• Cox AutomotiveflagshipTechnology or IntegrationBotdoc Connect is embedded inside the Cox Automotive auto dealer platform (DMS). Cox Automotive is a major auto retail technology provider. The integration delivers encrypted deal document workflows within Cox's platform ecosystem.
• Drive CentriccoreTechnology or IntegrationBotdoc Connect is embedded inside the Drive Centric auto dealer platform (DMS). Drive Centric provides CRM and DMS-integrated dealership workflow, with Botdoc handling secure document exchange inside F&I and sales.
• Cloud Maven (Salesforce SDT)coreChannel Partner/ Reseller/ DistributorCloud Maven built 'Secure File Transport for Salesforce' on top of the SDT Engine. This TPI (Third-Party Integration) product is sold under Cloud Maven's brand and serves Salesforce users who need encrypted document transport within the Salesforce ecosystem. Botdoc provides the underlying transport infrastructure; Cloud Maven owns the customer relationship.
• VedaPointe (EPIC Integration)coreChannel Partner/ Reseller/ DistributorVedaPointe built 'VedaPointe.Send for EPIC' on the SDT Engine. This TPI product serves EPIC users who need encrypted document transport within the EPIC platform ecosystem. Botdoc provides the secure transport infrastructure; VedaPointe owns the customer relationship.
• Edward Jones (SDX)coreChannel Partner/ Reseller/ DistributorEdward Jones built SDX — a product on the SDT Engine — for use within their financial advisor operations. This is an example of a large financial institution building on Botdoc's patented technology.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Box: Box is a broad cloud content management platform with regulated-industry compliance (HIPAA, FedRAMP) and secure file sharing via Box Sign and Shield. As a larger incumbent, it does not specialize in no-login transport but competes for the same CISO budgets under broader content collaboration deals.
• Dropbox Business: Dropbox Business offers secure file sharing, sync, and e-signature across enterprise and SMB segments. It is a broad incumbent for secure file exchange but does not target the FTC/FFIEC/HIPAA compliance-grade use case with a zero-login/zero-residual architecture like Botdoc.

Direct peers

• SmartFile: SmartFile is a secure managed file sharing and transfer platform aimed at regulated industries with audit-ready transport and policy controls. Comparable to Botdoc's SDT at a smaller scale, and similarly focused on compliance-use-case buyers.
• Kiteworks: Kiteworks (formerly Accellion) provides a secure content collaboration and managed file transfer platform purpose-built for regulated industries (finance, healthcare, government, legal). It is the closest direct peer to Botdoc given its regulatory-driven, transport-layer focus with email security, file sharing, and compliance overlays.
• Citrix ShareFile: Citrix ShareFile is a secure file sharing, sync, and e-signature platform with regulated-industry editions (healthcare, financial services, legal). It competes directly for the same buyer (CISO/COO at regulated institutions) with secure transport and storage, though typically via a portal/login paradigm rather than Botdoc's zero-login model.
• Egnyte: Egnyte offers secure enterprise file sharing with content governance, compliance (HIPAA, GDPR, FINRA), and lifecycle controls for regulated mid-market and enterprise customers. The combination of regulated-industry focus and security-first transport overlaps materially with Botdoc's SDT positioning.
• TitanFile: TitanFile provides secure file sharing and document exchange explicitly targeted at regulated industries (healthcare, legal, accounting, government) with compliance emphasis. Comparable to Botdoc in its focus on regulated buyers and audit-friendly transport.
• Progress MOVEit: MOVEit is an enterprise managed file transfer platform used by regulated organizations for secure, auditable file exchange with automation and compliance tooling. It addresses the same enterprise transport workflow that Botdoc's SecureMFP and SDT Engine target, though with a heavier MFT/infrastructure footprint.
• Axway: Axway offers managed file transfer and secure data exchange platforms (including the legacy Axway MFT suite) used by regulated financial services, healthcare, and government enterprises. Its focus on compliance-grade transport overlaps with Botdoc's SDT positioning in highly regulated buyer segments.

Emerging players

• Docusign: Docusign operates in the secure document exchange and agreement management space with identity verification and audit capabilities that overlap with Botdoc's signing and IDV features. It is an adjacent player with broader agreement-management focus rather than a no-login transport specialist.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/BotDocIt
• YouTubeyoutube.com/@botdoc
• Facebookfacebook.com/botdoc
• LinkedInlinkedin.com/company/botdoc
• Instagraminstagram.com/botdoc

Compliance10 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds3 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about BotDoc