Top 10 Secure File Sharing for Accountants in 2024 (+FREE)

Find full comparison at the end of the article including integrations, versions, and comliance

Start sharing files securely (for accountants)

In the ever-evolving landscape of digital finance, accountants need reliable and secure file sharing solutions to protect sensitive client information. Here's a comprehensive look at the top 10 secure file sharing platforms tailored for accountants in 2024.

Quick recap of best secure file sharing for accountants

1. Papermark: Secure document sharing with analytics, ideal for financial reports and client presentations
2. ShareFile: Citrix's solution with robust security and integration with popular accounting software
3. Tresorit: End-to-end encrypted file sharing for protecting sensitive financial data
4. Box: Enterprise-grade security with advanced collaboration tools for accounting teams
5. OneDrive for Business: Microsoft's integrated solution with comprehensive compliance features for financial regulations
6. pCloud: Highly secure cloud storage with client-side encryption for confidential accounting documents
7. SpiderOak: Zero-knowledge encryption platform for ultimate privacy in handling financial records
8. SecureDocs: Virtual data room solution for secure sharing of financial statements and audit reports
9. FileCloud: On-premises and cloud deployment options with granular access controls for accounting firms
10. SmartVault: Accounting-specific platform with document management features tailored for the industry

Why Accountants Need Secure File Sharing?

• Protecting Sensitive Information
• Collaboration
• Productivity
• Ensuring Compliance
• Improving Client Communication
• Scalability and Flexibility
• Cost-Effectiveness

In today's digital age, secure file sharing for accountants has become an essential aspect of modern accounting practices. Accountants handle sensitive financial data, tax documents, and confidential client information on a daily basis, making it crucial to implement robust security measures to protect this valuable data.

Protecting Sensitive Information

The best secure file sharing for accountants offers end-to-end encryption, ensuring that financial records and client data remain confidential throughout the transmission process. This level of security is vital for maintaining client trust and complying with industry regulations such as GDPR, HIPAA, and SOX.

Collaboration

Good secure file sharing software for accountants facilitates seamless collaboration between team members and clients. It allows for real-time document editing, version control, and audit trails, which are essential for maintaining accuracy in financial reporting and tax preparation.

Productivity

Document management software for accountants significantly improves workflow efficiency. By centralizing all financial documents in a secure, cloud-based platform, accountants can access critical information from anywhere, at any time, streamlining their work processes.

Ensuring Compliance

The best document management software for accounting firms includes features that help maintain regulatory compliance. These may include automatic backups, data retention policies, and detailed access logs, which are crucial for audit purposes and meeting legal requirements.

Improving Client Communication

Secure document sharing for accountants enables professionals to easily and safely exchange information with clients. This improves communication, reduces turnaround times, and enhances overall client satisfaction.

Scalability and Flexibility

Cloud document management for accountants offers scalable solutions that can grow with the firm. Whether you're a solo practitioner or part of a large accounting firm, the best document management software for accounting firms can adapt to your changing needs.

Cost-Effectiveness

Implementing secure file sharing and document management solutions can lead to significant cost savings in the long run. By reducing paper usage, minimizing storage needs, and improving efficiency, accountants can focus more on value-added services for their clients.

Papermark - Secure file sharing for accountants #1

Papermark offers accountants a secure way to share financial reports and tax documents with clients. Its built-in analytics help track client engagement with shared documents, while custom branding maintains a professional appearance.

Papermark Features for Accountants

• Secure sharing of financial reports and tax documents
• Page-by-page analytics to track client document engagement
• Custom branding for a professional appearance
• Version control for managing document revisions
• Engagement tracking to monitor client interactions with shared files

Papermark Pricing

• Free: $0
• Starter: $25/month (2 admins included)
• Business: $45/month
• Data Rooms: $99/month (unlimited Data Rooms)
• Enterprise: Custom

Papermark Ratings and Reviews

Papermark loved by over 5000 customers and users, who actively use it for file sharing:

ShareFile - Secure File Sharing #1

Website: sharefile.com

ShareFile provides accountants with robust security features and integrates seamlessly with popular accounting software, streamlining workflow and ensuring compliance with financial regulations.

ShareFile Features for Accountants

• Integration with QuickBooks, Xero, and other accounting software
• Secure client portals for sharing sensitive financial documents
• E-signature capabilities for tax forms and financial statements
• Detailed audit trails for compliance purposes
• Customizable access controls for different levels of staff and clients

ShareFile Limitations

• Higher price point compared to some competitors
• Learning curve for advanced features

ShareFile Pricing

• Standard: $50/month
• Advanced: $77/month
• Premium: $122/month
• Virtual Data Room: Custom pricing

ShareFile Ratings and Reviews

• G2: 4.3/5 (1000+ reviews)
• Capterra: 4.5/5 (1500+ reviews)
• Trustpilot: 4.1/5 (500+ reviews)

Tresorit - Secure File Sharing #3

Website: tresorit.com

Tresorit's end-to-end encryption ensures that sensitive financial data remains protected, making it an excellent choice for accountants handling confidential client information.

Tresorit Features for Accountants

• Zero-knowledge encryption for maximum data privacy
• Secure file sharing with clients who don't have Tresorit accounts
• Version history for tracking changes to financial documents
• Remote wipe capability for lost or stolen devices
• Compliance with GDPR, HIPAA, and other financial regulations

Tresorit Limitations

• Higher cost for advanced features
• Limited third-party integrations

Tresorit Pricing

• Premium: $10.42/user/month
• Business: $14.50/user/month
• Enterprise: Custom pricing

Tresorit Ratings and Reviews

• G2: 4.5/5 (100+ reviews)
• Capterra: 4.6/5 (80+ reviews)
• Trustpilot: 4.7/5 (200+ reviews)

Box - Secure File Sharing #4

Website: box.com

Box offers enterprise-grade security and collaboration tools, allowing accounting teams to work efficiently on financial reports and audits while maintaining strict access controls.

Box Features for Accountants

• Advanced collaboration tools for team-based financial projects
• Integration with Microsoft Office and Google Workspace for seamless document editing
• AI-powered threat detection to protect sensitive financial data
• Granular access controls for different team members and clients
• Box Sign for secure e-signatures on financial documents

Box Limitations

• Complex pricing structure
• Some advanced features only available in higher-tier plans

Box Pricing

• Starter: $7/user/month
• Business: $20/user/month
• Business Plus: $33/user/month
• Enterprise: Custom pricing

Box Ratings and Reviews

• G2: 4.1/5 (5000+ reviews)
• Capterra: 4.3/5 (2000+ reviews)
• Trustpilot: 1.4/5 (100+ reviews)

OneDrive for Business - Secure File Sharing #5

Website: microsoft.com/onedrive/business

As part of the Microsoft 365 suite, OneDrive for Business provides accountants with a familiar interface and robust compliance features to meet financial industry standards.

OneDrive for Business Features for Accountants

• Seamless integration with Microsoft Excel and other Office applications
• Data loss prevention policies to safeguard sensitive financial information
• eDiscovery capabilities for audit and compliance purposes
• Multi-factor authentication for enhanced security
• Real-time collaboration on financial spreadsheets and reports

OneDrive for Business Limitations

• Requires Microsoft 365 subscription for full features
• Some users report syncing issues

OneDrive for Business Pricing

• OneDrive for Business Plan 1: $5/user/month
• OneDrive for Business Plan 2: $10/user/month
• Microsoft 365 Business Basic: $6/user/month

OneDrive for Business Ratings and Reviews

• G2: 4.3/5 (5000+ reviews)
• Capterra: 4.4/5 (8000+ reviews)
• Trustpilot: 1.4/5 (1500+ reviews)

pCloud - Secure File Sharing #6

Website: pcloud.com

pCloud offers highly secure cloud storage with client-side encryption, making it an excellent choice for accountants prioritizing data privacy and security.

pCloud Features for accountants

• Client-side encryption (pCloud Crypto) for maximum data protection
• 256-bit AES encryption for all files
• TLS/SSL channel protection for data in transit
• File versioning and recovery to manage document revisions
• Lifetime subscription option for cost-effective long-term use

pCloud Limitations

• Client-side encryption is a paid add-on
• Limited collaboration features compared to some competitors

pCloud Pricing

• Premium: $4.99/month
• Premium Plus: $9.99/month
• Business: $9.99/user/month

pCloud Ratings and Reviews

• G2: 4.5/5 (50+ reviews)
• Capterra: 4.6/5 (100+ reviews)
• Trustpilot: 4.5/5 (5000+ reviews)

SpiderOak - Secure File Sharing #7

Website: spideroak.com

SpiderOak is known for its "No Knowledge" privacy policy, offering end-to-end encryption and zero-knowledge security, making it ideal for accountants handling highly sensitive data.

SpiderOak Features for Accountants

• End-to-end encryption for all data
• Zero-knowledge privacy to ensure only the user can access their data
• Point-in-time recovery for financial documents
• Unlimited devices per user for flexible access
• Customizable retention policies for compliance

SpiderOak Limitations

• Higher learning curve
• More expensive than some alternatives

SpiderOak Pricing

• 150GB plan: $6/month
• 400GB plan: $11/month
• 2TB plan: $14/month
• 5TB plan: $29/month

SpiderOak Ratings and Reviews

• G2: 4.3/5 (10+ reviews)
• Capterra: 4.5/5 (20+ reviews)
• Trustpilot: Not available

SecureDocs - Secure File Sharing for accountants #8

Website: securedocs.com

SecureDocs provides a virtual data room solution with bank-level security, making it suitable for accountants dealing with mergers, acquisitions, and other sensitive financial transactions.

SecureDocs Features for Accountants

• 256-bit encryption for data protection
• Two-factor authentication for secure access
• Customizable watermarking to protect document integrity
• Detailed audit logs for compliance tracking
• Granular user permissions to control access to sensitive documents

SecureDocs Limitations

• Primarily focused on virtual data rooms
• May be overkill for basic file sharing needs

SecureDocs Pricing

• Custom pricing based on needs
• Free trial available

SecureDocs Ratings and Reviews

• G2: 4.8/5 (50+ reviews)
• Capterra: 4.9/5 (100+ reviews)
• Trustpilot: Not available

FileCloud - Secure File Sharing #9

Website: filecloud.com

FileCloud offers both on-premises and cloud deployment options, providing accountants with flexibility in how they manage their file sharing infrastructure.

FileCloud Features

• Hybrid deployment options for on-premises or cloud use
• End-to-end encryption for data security
• Data loss prevention to protect sensitive financial information
• GDPR and HIPAA compliance for regulatory adherence
• Customizable branding for a professional client experienc

FileCloud Limitations

• On-premises deployment requires IT expertise
• Some users report a steeper learning curve

FileCloud Pricing

• Standard: $4.20/user/month
• Enterprise: Custom pricing
• On-premise: Custom pricing

FileCloud Ratings and Reviews

• G2: 4.5/5 (100+ reviews)
• Capterra: 4.6/5 (80+ reviews)
• Trustpilot: Not available

SmartVault - Secure File Sharing #10

Website: smartvault.com

SmartVault is specifically designed for accounting professionals, offering secure document storage and sharing along with integration with popular accounting software.

SmartVault Features

• Bank-level encryption for secure document storage
• Client portal for secure file sharing with clients
• Integration with QuickBooks and other accounting software
• Automated workflow tools to streamline document management
• Mobile app access for on-the-go document handling

SmartVault Limitations

• Primarily focused on accounting industry
• Some users report occasional performance issues

SmartVault Pricing

• Professional: $40/month
• Business: $70/month
• Enterprise: Custom pricing

SmartVault Ratings and Reviews

• G2: 4.3/5 (100+ reviews)
• Capterra: 4.4/5 (200+ reviews)
• Trustpilot: 3.7/5 (50+ reviews)

Comparison table for secure file sharing for accountants

Share files securely

Conclusion: best document management software for accountants

Selecting the right secure file sharing solution is crucial for accountants to protect sensitive financial data and maintain client trust. While all the options listed provide robust security features, the best choice depends on specific needs such as compliance requirements, ease of use, integration capabilities, and budget constraints. It's recommended to take advantage of free trials when available to ensure the chosen solution meets all necessary security and functionality requirements for your accounting practice.