Accounting & Finance Document Management
Secure financial document exchange with full audit trails. Manage tax records, client documents, and sensitive financial data compliantly.
Why Accounting & Finance Firms Choose Sinosend
Secure Client Financial Data Exchange
Exchange tax returns, financial statements, and sensitive records with clients and accountants securely—no unsecured email, full encryption.
Complete Audit Trails for Compliance
Every file access, download, and modification is logged. Meet SOX, tax audit, and regulatory requirements with comprehensive documentation.
Client Collaboration Without Chaos
Organize financial documents by client, tax year, or audit cycle. Clients submit receipts and records; you access everything in one secure portal.
Eliminate Email Tax Document Risks
Stop emailing sensitive tax documents, W-2s, and financial records. Use secure, tracked file sharing instead of vulnerable email attachments.
Streamline Multi-Party Reviews
CPAs, partners, and review teams can access documents simultaneously with permission controls. Track who reviewed what and when for liability protection.
Simplify Client Document Collection & Organization
Tax season and audit season bring chaos: clients email receipts, invoices, and financial records from multiple addresses. Files get buried in inbox threads, duplicates appear, and you can't track what you've received. Sinosend replaces this with a secure client portal. Send branded request links asking for specific documents (e.g., '2025 Tax Year Receipts'). Clients upload securely. All documents appear in your organized dashboard by client and document type. No more email searching, no more missing receipts.
- Send branded request links for specific financial documents
- Clients upload receipts, invoices, and statements securely
- Organize all submissions by client, tax year, and document type
- Receive instant notifications when clients upload documents
- Track submission deadlines and follow up on missing documents
Maintain Compliance With Complete Audit Trails
Regulatory audits, tax examinations, and liability concerns demand proof of document handling. Sinosend logs every access, download, and modification with timestamps and user identity. Your firm has complete documentation of who reviewed sensitive financial records when—satisfying SOX requirements, tax audit requests, and professional liability protection.
- Complete audit logs of all file access and downloads
- Track which team members reviewed client financial documents
- Document approval workflows and sign-offs for tax returns
- Generate compliance reports for regulatory examinations
- Automated retention policies for sensitive client data
Features Built for Accounting & Finance
Tax Document Management & Organization
Organize tax returns, schedules, work papers, and supporting documentation by client and year. Full version control for audit preparation.
Client Document Portal
Send clients branded request links asking for receipts, invoices, and financial records. They upload documents securely; you see everything in one place.
Financial Record Audit Trails
Complete logs of who accessed, downloaded, or reviewed financial documents. Satisfies SOX, tax audit, and regulatory examination requirements.
Secure Multi-Party Collaboration
CPAs, tax preparers, partners, and reviewers access documents with role-based permissions. Track approval workflows and sign-offs.
Client Meeting Preparation
Pre-load client documents into organized folders. Share tax projections, Q&A summaries, and meeting agendas securely before appointments.
Compliance & Retention Management
Automatic document retention policies and expiration dates. Granular access controls for sensitive client data (PII, SSN, financial info).