Send sensitive financial documents without turning your inbox into a vault.

Tax returns, payroll files, bank statements, and source documents deserve a clearer path than a long email thread. ProjectSend gives every client a private place to send and receive files — on infrastructure your firm controls.

A calmer tax season for your team and your clients

Private client portals

Create a private account for each client. They see only the files assigned to them and can upload source documents when you allow it.

Organized delivery

Keep documents grouped by client, year, or engagement so last year's return is easy to find without another support request.

Activity records

See when files are uploaded and downloaded, with timestamps that help your team confirm delivery and resolve questions.

Automatic expiration

Set access to end when a document no longer needs to remain available. Extend it when the relationship requires more time.

Your firm's experience

Use your logo, colors, and domain so every delivery feels like part of your service — not a detour through another brand.

A typical workflow

1. Create the client account
2. Receive source documents
3. Upload completed work
4. Notify the client
5. Confirm activity in the log