ProjectSend for Accounting Firms

The Problem: Sensitive Documents Over Email

Accounting firms handle some of the most sensitive documents imaginable — tax returns, payroll data, bank statements, W-2s. Yet most firms still rely on email attachments or generic cloud links to exchange these files with clients.

This creates compliance risks, version confusion, and no audit trail of who downloaded what.

How Accounting Firms Use ProjectSend

Secure Client Portals for Tax Season

Each client gets a private login where they can upload their documents (receipts, 1099s, bank statements) and download completed returns. No more hunting through email threads for that one missing W-2.

Organized by Client and Tax Year

Use folders to organize documents by year and category. When a client needs last year's return, they log in and find it instantly — no support call needed.

Audit Trail

Every upload and download is logged with timestamps. Know exactly when a client received their completed return — critical for deadline compliance and dispute resolution.

Automatic Expiration

Set sensitive documents to expire after the engagement ends. Tax documents from three years ago don't need to live on your server forever. Automatic cleanup reduces your liability surface.

White-Label Branding

Your portal carries your firm's logo and colors. Clients see a professional, branded experience — not a generic file-sharing tool.

Typical Tax Season Workflow

1. Create client accounts at the start of tax season (or import from last year)
2. Clients log in and upload their source documents
3. Your team prepares the returns and uploads the completed files
4. Client receives an email notification and downloads their return
5. Activity log confirms delivery — no "I never got it" disputes

Why Not Use a Paid Service?

• Most secure file-sharing platforms charge $15–50/month per user
• With 200+ clients, that adds up to thousands per year
• ProjectSend is free, self-hosted, and handles unlimited clients
• Your data stays on your server — not on someone else's cloud

"We replaced a $400/month file sharing subscription with ProjectSend. Our clients actually prefer it — simpler interface, same security."