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.
From a single patent to a category. A timeline of the products built on the SDT Engine, the patents granted across six jurisdictions, and the partners who chose to ship on top.
Origin
Almost a year before the company is incorporated, the first working prototype of what becomes Botdoc moves a file end to end without a recipient login. The thesis that drives the next decade is proven on a single laptop.
Founding
The legal entity behind what becomes Botdoc starts in Monument, Colorado. The thesis: the recipient login is the single biggest source of friction and attack surface in regulated data exchange. The company is built to remove it.
Award
Recognized by National Mortgage News at the 2014 Mortgage Technology Awards. The first external validation of the no-login transport thesis. See the award →
Industry pitch
On stage at FinovateSpring 2016, demoing the no-login secure transport concept to the financial-services industry. Watch the pitch →
Brand
The name and the brand crystallize. ShortSave is the legal entity. Botdoc becomes the product brand that goes on to define the Secure Digital Transport category.
First customer
The first paying customer onboards onto Botdoc NOW, the first commercial product on the technology that becomes the SDT Engine. The category goes from concept to revenue.
Accelerator
Botdoc joins the 630 Cyber Accelerator cohort. Mentorship, customer access, and capital partners brought to bear on scaling the no-login transport architecture.
Patent filing
The provisional application that becomes US Patent No. 10,469,463 is filed with the United States Patent and Trademark Office. The patent priority date that anchors the entire portfolio.
Accelerator
Botdoc joins the Plug and Play cybersecurity cohort in Sunnyvale, California. Enterprise security buyers, corporate partners, and product validation against a global cyber portfolio.
Product
Token-based REST API, public sandbox, and the early P2 Secure Container primitives open up to developers. Build on Botdoc directly without a sales conversation.
Patent filing
The non-provisional patent application is filed. The full claims that protect the SDT Engine architecture are now in front of the United States Patent and Trademark Office.
Accelerator
Botdoc joins the Plug and Play fintech cohort. Bank and credit-union access, fintech-specific compliance validation, and partnerships with the financial-services side of the SDT category.
Accelerator
Botdoc is selected for the ICBA ThinkTECH Accelerator, the Independent Community Bankers of America program that puts emerging fintech in front of the community-bank network. The seed of what becomes SecureMFP.
Patent
United States Patent No. 10,469,463 covers the core no-login transport architecture. The patent makes Secure Digital Transport a defensible category, not just a feature.
Third Party Integration
Edward Jones launches Secure Document Exchange (SDX), the secure document workflow used by their financial advisors and clients, running on Botdoc's SDT Engine. The first major TPI ship on the platform.
Patent
United States Patent No. 10,999,259 extends the protection of the SDT Engine architecture. Patents now cover the foundational mechanism in multiple dimensions.
Capability
Multi-step workflows in one recipient session. Push, Pull, signing, payment, ID capture, and ID verification can now be composed inside a single P2 container with shared state, shared audit context, and one recipient experience.
Patent
Japanese Patent No. 6978498 registered on November 15, 2021. The SDT Engine architecture is now protected in the largest economy in the Asia-Pacific region outside of China.
Patent
Australian Standard Patent No. 2017338913 granted on April 7, 2022. The Commonwealth jurisdiction is added to the SDT Engine patent portfolio.
Product
The CRM and DMS-integrated dealership workflow. The primary automotive External Automation Project. Built to embed inside CDK Global, Cox Automotive, and Drive Centric platforms.
Third Party Integration
The fax killer for healthcare. Patient communication channel integrated directly into EPIC, the largest electronic medical record (EMR) platform in the world. Built by VedaPointe on the SDT Engine.
Third Party Integration
An AppExchange-listed Salesforce plugin powered by Botdoc. The strongest TPI proof point in the ecosystem and the public model for how partners build on the Engine.
Product family
The umbrella for Connect, Lite, and ID Verify. How Botdoc serves the automotive vertical end to end. In production at dealers nationwide.
Patent
Indian Patent No. 535215 granted on April 26, 2024 by the Patent Office, Government of India. SDT Engine protection extends across the second-largest mobile-internet population in the world.
Product
Connect, purpose-built for smaller dealers and franchise groups. The on-demand secure messaging product for the auto vertical without an enterprise integration project.
Partnership
Botdoc Lite, private-labeled by KPA and sold inside KPA's Vera Suite compliance platform for auto dealers. The first public white-label partnership.
Patent
European Patent No. 3510745 granted on July 3, 2025, mention published in European Patent Bulletin 25/31 of July 30, 2025. Designated contracting states cover the entire European Patent Convention area, from AL to TR.
Patent
Canadian Patent No. 3,038,119 granted in 2025 following the June 30, 2025 Notice of Allowance from the Canadian Intellectual Property Office. The patent completes coverage across the North American market.
Product
Real-time driver's license and identity verification against the issuing agency. Inside Connect and Lite or available standalone for any dealership identity workflow.
Product
The scan-to-email replacement for regulated organizations. Compliance-grade transport for financial institutions facing FFIEC examiner scrutiny on legacy MFP workflows.
Coming
The next-generation self-serve product that houses every EAP. Modern stack, SMB-friendly onboarding, replaces Botdoc NOW. Built on the same SDT Engine.
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.
SDT is no longer a thing one company is doing. It is a category. The leaders go first. The rest follow.