01
Replace email attachments for client data
Financial statements, tax returns, payroll summaries and bank data move as gated links instead of unencrypted email attachments.
For accountants
Financial documents, exchangedwith proof of who saw what.
Accountancy firms handle some of the most sensitive client data there is. Send and receive statements, returns and engagement letters as gated, tracked links, not email attachments.
- Use case
- Accountants
- Hosting
- London, UK
- Audit trail
- 24 months
- E-signature
- From Pro
Built for regulated client data
Exchange, sign and prove it, in one room.
Every accountancy engagement runs on documents both sides need to trust: gate them, track them, and sign what needs signing, without leaving a paper trail of unencrypted attachments.
02
One room per client or per engagement
Keep the current year's statements, correspondence and supporting schedules in a single room, organised into folders per client or per return.
03
Gate every exchange both ways
Require a verified email and one-time code whether you are sending a client their accounts or receiving records back from them.
04
Prove what was sent and received
A page-by-page audit trail shows when a client opened their accounts, and a version history keeps prior submissions without exposing them to the client.
05
E-sign the engagement letter
Send the engagement letter or a management representation letter for signature in the browser, with an audit certificate recording signer IP, intent-to-sign and timestamps.
06
Stay UK-hosted for regulated client data
Documents sit in secure storage in London, encrypted with AES-256 at rest, with a DPA available on request for firms that need it in writing.
UK-hosted in LondonAES-256 at restDPA on request24-month audit trailE-signature from Pro
Accountants' document sharing FAQ
What firms ask.
Is this suitable for exchanging financial statements and tax returns?
Yes. Each exchange is a gated, tracked link rather than an email attachment: require a verified email and one-time code, see when a client opened their statements, and keep a record of every version sent.
Can clients sign engagement letters online?
Yes, from the Pro tier. Send the engagement letter as a link, gate it, and let the client sign in the browser. The executed PDF carries a certificate with signer IP, intent-to-sign consent and timestamps.
Is client data hosted in the UK?
Yes. Documents are hosted in the UK (London), encrypted with AES-256 at rest, with a Data Processing Agreement available on request, which most accountancy clients expect in writing.
Can I gate documents so only the named client can open them?
Yes. Require a verified email and one-time code before the room opens, and on Business add an NDA-style acceptance step before sensitive schedules are visible.
Compare tools on the best secure file-sharing tools in the UK. Onboarding a new client? Our due diligence request list template is a useful starting checklist.
Send your next set of accounts as a gated link. Track it, sign the engagement letter, and keep the evidence. Three rooms stay free for as long as you want them, no card required.