Stress-free file

Share files securely and effortlessly all year, with anyone.

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A young CPA sharing files

Secure File Sharing answers your toughest questions - how do we share mission-critical files before and after our most important client engagements? Request lists are great for project work, but what about all the one-off files that we need to exchange with our clients year-round?

Fully integrated

Simplify your workflow and risk management.

Secure File Sharing consolidates applications. It gives IT complete visibility and control to manage access rights, roles, and file retention. Integrated email and antivirus scanning streamline your workflow with maximum security and reliability.

A young CPA sharing files
A young CPA sharing files

Like email, only easier.

When you share your private upload link via email, Microsoft Teams, Zoom, or our in-app chat, clients can send you multiple files without any restriction on their type or size.


Avoid large attachments - just send a link.

Sending a file as an email attachment can put your client's security at risk. By just sharing a private link, you can send anything, to anyone, even if they don't have an AuditDashboard account. Unlike email, you can set when you'd like access to expire and are never restricted by file size.

A young CPA sharing files using AuditDashboard

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Connected and protected

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Drag and drop

Leverage the same great experience that you and your clients have come to expect.

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Branded notifications

Send files or requests for files directly from the platform's email notification system.

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Enterprise-grade security

Integrated antivirus, automated retention, and link expiry deliver maximum security.

Frequently Asked Questions

Who can send and receive Secure File Sharing requests?

Professional users who are given permission can initiate Secure File Sharing requests directly from their dashboard after logging in.

How does the integration work?

The integration is seamless. Like folders on your computer, you can move files from Secure File Sharing to your PBC Request List, or initiate an Electronic Signature Request.

Are there any restrictions on file type, size, or volumes?

There are no restrictions. You can upload and share as many files as you like of any type or size.

How does the integrated antivirus software work?

All uploads are scanned for viruses in real-time. If an untrusted file is detected, the system will automatically prevent users from accessing it.

How much does Secure File Sharing cost?

The cost may vary depending on your current contract. To obtain an accurate quote, please reach out to your customer success manager.

Can I share files with someone who doesn't have an AuditDashboard account?

Yes, you can share files and folders with anyone you like, including stakeholders who do not have AuditDashboard accounts. Simply share a secure link to the file or folder via our integrated email, your email, or a private chat.

How do I get started?

To experience Secure File Sharing book a demo or contact your customer success representative.

Ready to see it in action?
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