TitanFile SOC 2 Compliance

Secure Client Portal Program for Accountants

70% off TitanFile for 12 months

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TitanFile is a secure client portal that enables accountants to securely send, receive, and manage all client documents in one location. Many accounting firms have already adopted TitanFile to replace traditional file-sharing methods such as email, courier, and in-person drop-off.

TitanFile is currently offering a Secure Client Portal Program to accounting firms, granting them 70% off Individual or Pro licenses for 12 months.

This offer is only available to new TitanFile clients. The deadline to sign up for the program is April 30th, 2022.

Fill out the form to start your 15-day free trial.

“ 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

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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 that 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

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

After the 12-month program, 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.

No, there is no limit. Through the Secure Client Portal Program, you can set up licenses for your entire firm.