Returns, statements, and W-2s are exactly the files you shouldn’t email as plain attachments. FileTeam moves tax documents both ways as one encrypted link, with no client portal to learn.
The bottlenecks FileTeam removes.
SSNs and financial data sitting in an inbox is exactly what you want to avoid.
Half your clients give up before figuring out the upload portal.
A full return with supporting docs quickly exceeds email limits.
Enterprise-grade infrastructure built for the way real teams actually work.
End-to-end AES-256 encryption and privacy-by-design. Your files never become someone else's data.
Auto-expiring links and controlled access keep sensitive files where they belong.
Optimized pipelines move gigabyte-scale files without compression. One link, ready in seconds.
Real workflows teams use FileTeam for every day.
Clients drop W-2s, 1099s, and statements into one secure link — no signup.
Send the finished return as an encrypted link, not a risky attachment.
Move financial records securely with access you control.
Links close automatically after the filing window.
Send it exactly as it came off the camera, drive, or workstation.
Files are encrypted with AES-256 in transit and at rest, and links can be set to expire — far safer than plain email attachments.
No. Clients click a link to send or receive documents — no portal signup required.
Yes — share an upload link and clients drop their files straight to you.
No signup. No credit card. Just upload and go.