TitanFile SOC 2 Compliance

Secure Client Portal Program for Accountants

Free access to TitanFile until April 30th

Trusted by:

TitanFile is a secure file sharing and client collaboration solution that enables accountants to securely send, receive, and manage all client documents in one location.

With the Secure Client Portal program, accounting firms of any size can free access to TitanFile for up to 10 employees until April 30th. This offer is only available to any new TitanFile clients.

Fill out the form to participate!

“ Since deploying TitanFile, our firm has seen great improvement when it comes to client communication, deliverables, and is experiencing quicker turnaround times. Our clients love that they can scan and upload receipts, tax documents, and other files to our secure client portal all year round. ”

– Murtaza Lukmanji, Director of IT at Crowe Soberman

View the case study

    First Name

    Last Name

    Email

    Phone Number

    Job Title

    Company Name

    Number of Employees

    This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

    Why TitanFile?

    • Secure client portal for your staff and clients

    Give your clients access to a secure portal where they can upload receipts, tax documents, and other files all year round. Eliminate the need for your staff to receive files by email, courier, or in-person drop off.

    When tax season comes around, you’ll have access to all the documents needed to prepare your clients’ tax returns and deliver them to your clients securely.

    • Keep client files and messages organized in one location

    Get access to a secure client portal to enables your clients to upload receipts, tax documents, and other files all year round. Eliminate the need to receive files by email, courier, or in-person drop off.

    When tax season comes around, you’ll have access to all the documents needed to prepare your clients’ tax returns and deliver them to your clients securely.

    Frequently Asked Questions

    Credit card information is not required for you to participate in this program.

    Yes, TitanFile is SOC 2 compliant. Learn more about our SOC 2 compliance here.

    When the program ends on April 30th, if you do not wish to continue using TitanFile, we will gladly delete any of your data that exists on our servers within 30 days. You’ll have the opportunity to export your information before it is deleted.

    There is no limit to the number of clients you can serve. 

    Whether you’re a sole practitioner or owner of a small, medium, or large accounting firm, you are eligible to participate in this program.

    Yes, for up to 10 staff members. Please upgrade to a paid plan if you need more than 10 licenses.