Highly secure client platform for Accountants and Tax Professionals

Keep sensitive documents safe

DropSecure offers a highly secure and intuitive platform to store and share your clients data. Whether you are requesting W-2’s, paystubs, bank statements or simply SSN or Drivers License from your clients, you can do so securely using our platform, knowing that all the data will always be private to you and your clients with our end-to-end encryption. Same security applies when you are sending documents to your clients so you know that their tax returns, loan approvals, etc are always safe and protected with us.

Custom branding

With our custom branding your clients will feel more at ease as they are already familiar with your logo and theme and gives them a higher level of assurance when sharing documents with you. You can also embed DropSecure FileSend within your own website to make it even easier for your clients to send files to you.

Our research shows that the use of a secured platform for sensitive document transfer is preferred by many accounting firms and their clients. It provides peace of mind and confidence that their information is always private and protected.

Unlimited external clients

With unlimited external clients never worry about running out of allocated quota. Your clients are protected with 2FA (two-factor authentication) so you don’t have to spend time creating their accounts. Be more productive by focusing and what’s necessary without need to administer client accounts.

Secure and compliant data centers

Our systems run on highly secure data centers that are compliant with a variety of audit and regulatory requirements to provide you the most comprehensive solution. Our data centers are compliant with AICPA SOC, FINRA, PCI, HIPAA, ISO 27001 compliance to name a few.