Unencrypted email attachments
Tax returns and W-2s sent as email attachments travel unencrypted across the internet. One forwarded email can expose a client's entire financial history.
Share tax returns, financial statements, and sensitive client documents with encryption at rest. One organized workspace for your firm and your clients.
Accountants juggle hundreds of sensitive documents across dozens of clients. Email wasn't built for this.
Tax returns and W-2s sent as email attachments travel unencrypted across the internet. One forwarded email can expose a client's entire financial history.
When a client sends their 1099 in a reply to a three-month-old thread, good luck finding it. Critical documents get buried under hundreds of emails.
When a colleague is out, their client files live in their inbox. Your firm has no shared view of what's been sent, received, or reviewed.
Following up on missing K-1s, requesting the same receipts twice, re-sending files that got lost. Tax season is already busy enough without manual follow-ups.
Every tax return, financial statement, and client document is encrypted at rest. No more unprotected email attachments.
Create a project for each client. Organize by tax year, engagement type, or document category with nested folders.
Ask questions and leave notes directly on any document. No more context-free email threads about "that PDF I sent last week."
Invite clients as viewers, staff as editors, partners as owners. Everyone sees exactly what they should, nothing more.
Drop pins directly on tax returns and financial statements to flag line items. Click any pin to jump to the related discussion.
Know the moment a client uploads their W-2 or leaves a question on their return. No more follow-up emails asking "did you get it?"
Send clients a checklist of needed tax documents — W-2s, 1099s, receipts. Track what's been uploaded and what's still outstanding.
Stop chasing documents manually. Set a reminder schedule and clients get automatic nudges for missing items — with escalating frequency as deadlines approach.
Track every engagement from "Documents Needed" through "Filed" with built-in deadlines. See which clients are overdue at a glance — essential during tax season.
Track every version of tax returns and financial documents. Maintain a complete audit trail of who changed what and when — essential for compliance.
Clients click one magic link from their invitation email and land directly in their project. No password to create, no login friction.
Add your firm's logo and colors to project workspaces. Clients see your brand, not ours — building trust from the first interaction.
Set up a workspace with folders for the engagement, organized however your firm prefers.
Send a magic link and a document request checklist. Clients click once and land directly in their project — no password needed. They know exactly what to upload, and automatic reminders nudge them for missing items.
Share drafts, ask questions with threaded comments, and get real-time notifications when files are uploaded.
Upload the completed return for client review and signature. Everything stays organized in one place.
Every file is individually encrypted before storage. Even in the event of a server breach, your client data remains protected.
Granular permissions ensure clients only see their own files. Staff see what they need. Partners oversee everything.
New device logins require email verification. Unauthorized access attempts are stopped before they reach your documents.
Every file uploaded to Filehops is encrypted at rest using industry-standard encryption. Files are stored on secure cloud infrastructure with access controlled by role-based permissions, ensuring only authorized team members and clients can view documents.
Yes. Invite clients to a project with viewer or editor access. Editors can upload tax documents, receipts, and financial records directly into organized folders. You control exactly what each person can see and do.
Email attachments are unencrypted, hard to organize, and scatter documents across inboxes. Filehops keeps every document in one encrypted workspace with threaded discussions and real-time notifications, so nothing gets lost during tax season.
Absolutely. Create a project per client, then use nested folders to organize by tax year, document type, or engagement. Your team and clients see only the projects and folders they have access to.
Filehops supports in-browser preview for PDFs, images, spreadsheets, text files, and common document formats. Your clients can review documents without downloading, reducing the risk of unencrypted copies on local machines.
Create your free account and start sharing client documents securely in minutes. No credit card required.
Get started for free