Secure file sharing for accountants.
Send a return, a financial statement, an engagement letter — as one secure link your client opens in a tap, with no account and no login. You see when it's opened, set it to expire, and revoke access anytime.
How it works
Send sensitive files without losing control.
Drop in the file
Add the document you need to send — a return, a statement, an engagement letter. It's stored securely and ready to share in seconds.
Share one secure link — no login
Send a link instead of an attachment. Your client opens it in one tap, on any device, with no password and no account to create.
Stay in control after you send
See the moment it's opened, set the link to expire, and revoke access anytime — even after they've viewed it. The file never lives loose in an inbox.
Need to collect documents from clients instead? The same link model works both ways — request the W-9, the ID, the prior return, and let clients upload in one tap.
Collect documents from clientsQuestions, answered
Is email safe for sending tax documents?+
Not really. Emailed attachments can't be tracked, expired, or taken back, and they sit in inboxes forever — a real risk for returns, statements, and anything with an SSN or EIN. A secure link you control is safer: opened in a tap, set to expire, and revocable anytime.
How do accountants send files securely to clients?+
Instead of attaching the file to an email, you share a secure link. The client opens it in one tap with no login, you see when they open it, and you can revoke or expire the link whenever you want.
Can clients open the file without logging in or creating an account?+
Yes. No password, no sign-up, no app — they tap the link and the document opens, which means far fewer 'I can't access it' emails. For sensitive files you can require a one-time email check first.
Is it secure enough for financial and tax documents?+
Yes. Each link is yours to control: require a one-time email verification, set an expiry date, and revoke access anytime — even after it's been opened. Sensitive client files stay in your control instead of loose in an inbox.
Can I send files to clients and collect documents back too?+
Yes. The same link model works both ways — send a secure link, or request documents and have clients upload them in one tap. See our document-collection page for the inbound side.
How much is it?+
$29 a month, flat — every feature, unlimited links, unlimited clients, no per-seat fees and no annual contract.
Part of document protection
One controlled link for every important exchange
This is one of the jobs leveair does. The same controlled link handles all of them — on one plan.
Send your next client file as a secure link
7-day free trial. No credit card. No annual contract. Cancel anytime.
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