Email Limits Hit at the Worst Time
A finished tax return with supporting schedules can bounce when an attachment exceeds your email limit. During filing season, that can turn a routine client handoff into an unnecessary delay.
Secure File Sharing for Accountants.
Send tax returns, financial statements, reports, and other client files without splitting attachments or hitting email limits. LargeFileTransfer lets accounting firms send and receive large files with encryption, password protection, and download tracking.
Give clients a simple way to access and upload files without requiring a new account, while keeping your existing practice management or document system.
- Password protection
- Encrypted in transit and at rest
- No client account required
- Download tracking
When Client Files Outgrow Your Inbox
Accounting firms regularly exchange tax returns, financial statements, receipts, and other sensitive documents. Email limits and scattered attachments can make secure client file sharing slower and harder to manage.
Client Documents Arrive in Pieces
A year’s receipts, bank statements, and W-2s can land as separate, poorly named attachments. Instead of focusing on the work, your team has to sort, rename, and organize everything by hand.
Sensitive Files Need Safer Sharing
When you share financial documents over ordinary email, sensitive files can travel beyond the people you intended. A more controlled way to send large files to clients keeps the handoff focused on the right recipient.
LargeFileTransfer keeps these client handoffs together, simple, and secure.
Get Finished Work to Clients Without the Runaround
Deliver tax returns, financial statements, and reports at their actual size, without breaking the handoff into multiple emails.
- 1
Upload the Complete Package
Drop a finished document or full folder of related files into one transfer, keeping the client’s entire package together.
- 2
Send One Direct Link
Create a shareable link clients can open and download without an account. You can send large files to clients without splitting the work across separate messages.
- 3
Protect Sensitive Documents
Paid plans let you password-protect transfers containing sensitive financial details, making it easier to send tax documents securely without changing the files themselves.
Free supports up to 10 GB per file, 5 GB storage, and 3 transfers a month with 3-day links.
Collect Client Documents Without Chasing Attachments
Collect bank statements, prior-year returns, receipts, and payroll records from clients without relying on scattered email attachments.
Give Clients One Upload Link
Share a transfer link clients can use to send documents back without creating an account, making client document upload simpler during busy periods.
Keep Client Files Together
Clients can send multiple documents through one transfer instead of scattering files across separate emails, making it easier to keep related records together.
Make Sharing Easier
Files transfer without compression or alteration, while paid plans add password protection for sensitive records. This keeps client file sharing for accountants simple without requiring clients to learn a new portal.
Everything You Need for Client Files
LargeFileTransfer gives accounting teams the practical tools to send and receive sensitive client documents without adding another document-management system.
Send Complete Client Packages
Upload tax returns, financial statements, reports, and supporting documents together instead of splitting them across multiple emails.
PDFForm_1040_2025_Final.pdf
24.6 MB
XFinancial_Statements_FY2025.xlsx
8.2 MB
Keep Documents Unchanged
Files transfer without compression or alteration, so the documents you send arrive in the same form.
Protect Sensitive Documents
Paid plans add password protection for transfers containing financial information, tax records, or other confidential client files.
Let Clients Download Directly
Clients open the transfer link and download their files without creating an account or navigating another platform.
Control How Long Files Stay Available
Free links last 3 days, while paid plans can remain available for up to one year or never expire.
See When Files Are Downloaded
Download tracking shows when a client or collaborator retrieves the files, so your team has visibility after sending.
Security Built for Sensitive Financial Data
These are the practical protections accountants look for when sending financial records, tax documents, and other sensitive client files.
Protected Beyond the Inbox
An encrypted file transfer protects documents both while moving and while stored, rather than leaving sensitive attachments exposed like ordinary email.
Lock Down Private Files
Paid plans provide password protected file sharing, so only someone with the password can access documents containing account numbers, SSNs, or payroll data.
Keep Access on Your Terms
Use file expiration to control how long a document remains available: 3 days on Free, or up to a year or indefinitely on paid plans.
Know When It Was Accessed
With secure file sharing for accountants, download tracking shows when a client or firm member retrieves a sensitive document.
Hinnoittelu
Yksinkertaista, rehellistä hinnoittelua.
Aloita ilmaisella paketilla. Päivitä, kun tarvitset enemmän.
Large Files, Without Changing Your Practice
LargeFileTransfer gives accounting firms a focused way to send and receive large client files securely, without replacing their existing practice management or document systems.
Keep Your Existing Systems
Use LargeFileTransfer for large-file handoffs while your firm keeps its existing tools for managing ongoing client work.
Give Clients Less to Learn
Clients open a transfer link and download their files without creating another account or learning a new platform.
Add Protection When Needed
Paid plans combine password protection with encryption for sensitive tax returns, financial statements, and other client documents.
Know What Was Retrieved
Download tracking shows when a file was downloaded, giving your team visibility after a document leaves the firm.
See which plan fits your firmCompare Plans
FAQ
Frequently asked questions.
Send Your Next Client File With Confidence
Start free with up to 10 GB per file and 3 transfers a month, then upgrade when your firm needs more. Encrypted, password-protectable transfers and no client account required.