The Secure Client Portal for Modern Accounting & Advisory Firms

As easy to use as email. Give your clients a secure place to upload tax documents, receipts, and financial files all year round.

  • Send and receive tax documents, receipts, and financial statements securely

  • Provide clients with a dedicated portal to upload files anytime

  • Track file activity with detailed audit logs

  • Maintain compliance with industry security standards

   

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Trusted by 500,000+ Professionals Worldwide

Why TitanFile is the Winning Solution for Accounting Firms

TitanFile makes it simple for accounting firms to exchange confidential documents with clients while maintaining strict security and compliance standards.

The platform combines enterprise-grade security with a user experience as simple as email, making adoption easy for both staff and clients.

Secure Client Document Portal

Provide clients with a dedicated space to upload tax documents, receipts, and financial records securely.

  • Two-way file sharing
  • Client-initiated uploads
  • Organized workspaces for each client

A secure client portal allows accountants and clients to exchange confidential financial information safely through a protected online gateway.

Bank-Level Encryption

Protect sensitive financial data with powerful encryption.

  • AES 256-bit encryption
  • Encryption in transit and at rest
  • Secure data storage

TitanFile protects documents with advanced encryption and security controls to ensure files remain private and protected.

Audit Trails and File Tracking

Always know who accessed your documents.

  • Timestamped activity logs
  • File access tracking
  • Download notifications

Audit trails give accounting firms full visibility into document activity, helping maintain compliance and accountability.

Share Large Files Instantly

Send large financial reports and documents without limitations.

  • Upload large files quickly
  • Share entire folders securely
  • Eliminate email attachment limits

TitanFile allows professionals to securely transfer large files while improving turnaround times and collaboration.

Secure Document Exchange Made Simple

TitanFile is designed to make secure file sharing effortless for accounting teams and their clients.

Secure Tax Document Collection
Collect tax returns,
W-2s, receipts, and financial records securely from clients through a dedicated portal.
Financial Statement Sharing
Safely send balance sheets, income statements, and financial reports to clients and stakeholders.
Large File Transfers
Send large financial reports, data exports, and document archives without email attachment limits.
Audit & Compliance Document Exchange
Exchange audit workpapers and compliance documents securely while maintaining detailed access records.
Confidential Payroll & HR Documents
Securely share payroll reports and sensitive employee financial information with authorized recipients.
Client Collaboration
Collaborate with clients by securely requesting, sharing, and organizing financial documents in one workspace.

The Secure Choice for Accounting Professionals

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
We chose TitanFile because it is just so easy to use. TitanFile has helped us become significantly more efficient in the way we securely collaborate with our clients. During the busiest times of the year, we’re now receiving 90% fewer support calls from our clients. TitanFile has enabled them to easily share documents with our firm, and access the documents we share with them.
Essop Mia
Firm Partner at Hay & Watson

Start Sending Secure Files in Minutes

Step 1: Create your TitanFile account.

Step 2: Invite clients or colleagues to securely upload and receive documents.

Step 3:Track files, maintain compliance, and protect sensitive information.

Start Protecting Confidential Accounting Documents With Titanfile

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