ClientShare

Start for free
Sign in FeaturesPricingFAQOpen Source
Secure Client Portal

Give clients a secure portal instead of another email thread.

Collect client files 2x faster with secure upload requests and role-based access.

ClientShare gives CPA firms, law firms, agencies, and other teams one place to send files, request uploads, manage access, and keep documents out of scattered inbox threads.

Start for free

Get up and running with your own secure portal in 60 seconds. No credit card required. Cancel anytime.

One secure place for client files Industry-leading TLS 1.3 encryption Request and track uploads Clear staff and client access
Client workspace

Maple Ridge CPAs

Willow Creek Holdings

Engagement Letter.pdf

PDF • Shared today

View only

Source Documents

Folder • 7 files

Can upload

Prior Year Return.pdf

PDF • Preview ready

Viewed
Secure portal link

maple-ridge.clientshare.app

Branding appliedNotifications on
Admin, manager, and client roles
18 files active
Secure links
Send access

Send a time-limited link for uploads, reviews, or file delivery without opening the full portal.

Access

Read & write

Expires

90 days

Accounts

Optional

Recent activity
  • Secure link sent to [email protected]
  • Client uploaded 1099s.zip
  • Manager reviewed Engagement Letter.pdf
90-day expiry Upload requests File previews

Pick your path

Start free now, or choose Growth and check out in one flow.

Signing up is quick and easy. Enter a few details, choose your workspace name, and get started right away.

Signup now See pricing details

What happens during signup

  • Add your first owner and workspace details.
  • Pick Free to create your portal immediately.
  • Pick Growth to continue to Stripe Checkout.

Get started for free, no credit card required. Setup in 60 seconds, cancel anytime.

Already have a workspace?

Sign in