Replace email attachments and shared drives with a private portal. Collect W-2s, 1099s, and signed forms from clients — securely and on time.
Built specifically for tax preparers and CPAs — not a generic file sharing tool.
Each client gets their own login to upload documents, view requests, and message your team.
Send a checklist of required documents. Track what's been submitted and what's still outstanding.
Replace email with encrypted in-portal messaging. Every conversation stays in one place.
Add staff members with role-based permissions. Everyone sees what they need, nothing more.
Every action is logged — who uploaded what, when, and who accessed it. Built for compliance.
Automatically remind clients of outstanding document requests before your deadlines hit.
No complicated setup. Invite your first client and start collecting documents today.
Enter your client's name and email. They receive an invitation to their private secure portal.
Create a document checklist — W-2s, 1099s, receipts. Clients see exactly what you need.
Clients upload directly to their portal. You're notified instantly and can download anytime.
Start free. Upgrade when you're ready. No contracts, cancel anytime.
Your clients trust you with their most sensitive financial data. Confidex is built to protect it.
All documents are encrypted in transit and at rest. Nobody can access your files without authorization.
Each firm's data is fully isolated. Row-level security ensures no data ever crosses tenant boundaries.
Every access and action is logged with timestamps. Complete audit trails for every document and user.
Join tax professionals who've replaced email with a secure client portal.
Start your free trial