About Botdoc
Botdoc exists to remove the login as a precondition for secure data exchange. Across every regulated industry, in every recipient experience, on every device. The category is Secure Digital Transport. The technology is the SDT Engine. The patents make it real.
For most of the internet, secure data exchange has meant the same thing: send the recipient to a portal, ask them to create an account, hope they finish the workflow. Botdoc was built to disprove the assumption that secure transport requires a login on the recipient side.
The SDT Engine moves sensitive data in and out of any system through encrypted, audited, no-login transport. The recipient clicks one notification. The data moves. There is no portal session because there is no portal. That single architectural choice reduces attack surface for security teams, reduces friction for operations teams, and reduces compute for technology teams, all at the same time.
Today, the SDT Engine powers products Botdoc built (External Automation Projects, or EAPs) and products that third parties built on top of the same Engine (Third Party Integrations, or TPIs). Same Engine. Different verticals. One paradigm.
The Botdoc story starts with a prototype and a contrarian thesis: the recipient-side login is the source of friction and attack surface, and removing it produces a faster, safer, cheaper architecture.
Origin
First working prototype moves a file end to end without a recipient login.
Founding
Legal entity incorporates in Monument, Colorado, built to remove the recipient login.
Award
Recognized by National Mortgage News. First external validation of the no-login transport thesis.
Award
Named to the HousingWire TECH100 list of most innovative technology companies in the housing economy.
Industry pitch
On stage at FinovateSpring 2016, demoing no-login secure transport to the financial-services industry.
Brand
The name and the brand crystallize. ShortSave is the legal entity. Botdoc becomes the product brand.
The thesis turns into a commercial product and the first US patent grant. Secure Digital Transport becomes a defensible category.
First customer
First paying customer on the SDT Engine. Concept to revenue.
Accelerator
Mentorship and capital partners behind the no-login architecture.
Patent filing
Provisional that becomes US Patent No. 10,469,463 filed.
Accelerator
Enterprise security buyers, global cyber portfolio validation.
Product
REST API and public sandbox open to developers.
Patent filing
Non-provisional filed. Full SDT Engine claims in front of USPTO.
Accelerator
Bank and credit-union access.
Accelerator
Community-bank network access. Seed of SecureMFP.
Patent
US Patent No. 10,469,463 makes SDT a defensible category.
A regulated financial-services institution ships on the SDT Engine. Forbes lists Botdoc among top COVID-era technologies. Patents expand beyond the US.
Third Party Integration
Edward Jones launches SDX on the SDT Engine. First major TPI ship.
Coverage
Featured as secure-transport infrastructure for PPP loan documentation.
Award
Independent validation of the underlying business fundamentals.
Patent
US Patent No. 10,999,259 extends protection of the SDT Engine architecture across multiple dimensions.
Capability
Multi-step workflows in one recipient session. Push, Pull, signing, payment, ID capture composed inside one container.
Patent
Japanese Patent No. 6978498 registered November 15, 2021. Asia-Pacific coverage added.
Patent
Australian Standard Patent No. 2017338913 granted April 7, 2022. Commonwealth jurisdiction added.
Automotive becomes the first end-to-end Botdoc EAP family. Healthcare and Salesforce TPI ships go public. India joins the patent portfolio.
Product
CRM and DMS-integrated dealership workflow. Embedded inside CDK, Cox, and Drive Centric.
Accelerator
Sponsored by Allianz Life and Securian Financial.
Third Party Integration
Patient communication channel integrated into EPIC. Built on the SDT Engine.
Third Party Integration
AppExchange-listed plugin powered by Botdoc. Strongest TPI proof point.
Partnership
Door opens to every NADA-affiliated dealership.
Award
Karl Falk named a 2023 Colorado Titan 100 by Titan CEO and Wipfli LLP.
Product family
Umbrella for Connect, Lite, and ID Verify across the automotive vertical.
Patent
Indian Patent No. 535215 granted April 26, 2024.
The CDK breach shifts Botdoc Lite to a dealership-wide cybersecurity layer. Proprietary research becomes a nationwide wake-up call. EU joins the patent portfolio.
Product
Connect, purpose-built for smaller dealers. On-demand secure messaging for auto.
Partnership
Private-labeled by KPA inside Vera Suite. First public white-label.
Industry leadership
Former National Cybersecurity Director Harry Coker keynotes NADA on cybersecurity.
Research
Proprietary research on dealership cybersecurity readiness.
Research
Insights on CRM/DMS integration gaps and customer-experience impact.
Product response
Lite scales as a dealership-wide cybersecurity layer.
Patent
European Patent No. 3510745 granted July 3, 2025.
Research
Survey of 2,500+ car shoppers exposes a consumer-expectations gap.
FordDirect becomes the first OEM-marketplace channel for the full Botdoc stack. All-Digital ID Verification ships. Canada closes the six-jurisdiction patent portfolio. SecureMFP enters banking, and Botdoc Spark queues up as the next-generation product surface for every EAP.
Channel partnership
Preferred vendor on FordDirect's The Shop marketplace. See the partnership →
Product
Real-time issuing-agency verification inside the CRM. See ID Verify →
Patent
Canadian Patent No. 3,038,119 granted 2025. North American coverage complete.
Coverage
Auto Remarketing names Botdoc's cybersecurity survey reporting among the Top 25 Stories of 2025.
Product
Scan-to-email replacement for FFIEC-examined institutions.
Coming
Next-generation self-serve product housing every EAP. Replaces Botdoc NOW.
Patents granted in the United States, Canada, the European Union, Australia, Japan, and India. Production traffic flowing through the SDT Engine every day across automotive dealerships, regulated banks, healthcare providers, financial advisors, and the integrators who built their own products on top of the Engine. The Botdoc EAP stack (Connect, Lite, ID Verify, SecureMFP, and the Spark surface launching Q3 2026) carries the brand to end customers; the TPI stack (Edward Jones SDX, VedaPointe.Send for EPIC, Cloud Maven Secure File Transport for Salesforce) carries the architecture into verticals Botdoc does not sell into directly.
Secure Digital Transport is no longer a thing one company is doing. It is a defensible category protected across six jurisdictions and growing through both Botdoc-built products and third-party builds that ship on the same Engine. The leaders go first. The rest follow.