Accountant-Controlled
No Client Spam

Build your client portal privately.

Create a professional upload link for your clients. We never contact your client. We send the link to you first for review.

1

Select documents & enter your email.

2

Get a private management link.

3

Review the portal & share it yourself.

Live Client Preview

Secure Upload Portal

Client Name

Required Documents

0 Items

Select documents to build your client's checklist

Upload Progress: 0%
Bank-Level Encryption
Zero-Risk Test Drive

Want to test it? Use "Test Client" and your own email above.

Built for Professionals

The smarter way to collect data.

Bank-Level Security

Stop risking identity theft with unsecure email attachments.

No-Password Magic Links

Clients click one secure link in their inbox. No accounts to create or passwords for them to forget.

Real-Time Tracking

Get notified the second a client uploads. See exactly what's missing at a glance.

Clean Management

All client documents are standardized, renamed, and organized in your secure dashboard.

"Email is the #1 way tax data gets stolen. PaperFlow fixed that for us."

— Verified CPA Firm