Give clients a secure portal instead of another email thread.

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

Get Started View sample portal

One secure place for client files Request uploads without email Clear staff and client access Hosted now, self-host later

Built first with a CPA firm. Also a fit for law firms, design agencies, and other small businesses that share files with clients.

Hosted, branded, and ready to share

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

portal.clientshare.app/willow-creek

Branding appliedNotifications on

Admin, manager, and client roles

18 files active

Secure links

Activity tracked

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

Choose your plan

Choose free or paid, then launch your portal without self-hosting.

The new signup flow collects your owner and workspace details first. After that, you can pick the free tier for direct workspace setup or the paid Growth plan and move into Stripe Checkout.

Start signup Compare plans first

What the signup flow does now

Collect the first owner and workspace details.
Let you choose the free tier or the paid Growth plan.
Send only the paid branch through Stripe Checkout.

Start signup now

Use the free path if you want to launch without Stripe. Choose the paid Growth path when you are ready to complete checkout during signup.

Already have a workspace?