Drop link
The client uploads, you get notified
A permanent drop link (in your email signature) or a one-off request: records come straight to you, with no account on the client’s side.
File transfer designed for accounting firms
Tax season comes down to collection: records, statements, ledgers — scattered across dozens of clients. TransferNow brings it all together: an account-free drop link for your clients, encryption and password protection for sensitive data, and a notification for every upload.
- Ledgers · scans · statements
- Client drop link
- GDPR · Europe
Average rating after at least one transfer:
4.8750,000 votes
4.9 / 5 on Trustpilot and Google (20k+ reviews)
Your day-to-day
What gets in the way today
Collection that drags on forever
Follow-ups, records split across five emails, unreadable photos: every client file starts with weeks of chasing documents.
Sensitive data sent by email
Bank statements and payslips travel as unencrypted attachments — a risk the firm carries.
No proof of what was exchanged
The client swears they sent it, your staff swears nothing arrived: without a record, the debate never ends.
With TransferNow
Your workflow, in three steps
- 1
Collect client records
One drop link per client file (or a file request by email): the client uploads their records from their browser, no account needed — and you are alerted at every upload.
- 2
Deliver the final documents
Financial statements, tax filings, ledger exports: password-protected sending, with a notification once the client has downloaded.
- 3
Keep a record of everything
A history of sends and receipts per client file: the season’s exchanges are documented, with no follow-up binder.
Built for you
Accountants: the features that matter
Password
Sensitive data, protected
Encrypted transfers (SSL/TLS), password required to open, and SSE-C encryption with your own passphrase depending on the plan.
GDPR · Europe
The framework the profession requires
Hosting in Europe, GDPR compliance, DPA available — the guarantees to show your clients and your regulators.
Notifications
The end of “I already sent it”
Every upload and every download triggers a named notification: exchanges are dated and tracked.
Antivirus
Incoming documents, scanned
Every uploaded file is scanned by an antivirus solution before being made available — client uploads don’t put the firm at risk.
Team · 10 accounts
The whole firm, equipped
The Team plan covers your staff with multiple accounts and centralized administration — everyone has their own files, one single invoice.
The numbers to remember
- 0
- accounts your clients need to create
- 100%
- of uploads and downloads tracked
- 5 GB
- per free transfer — years of scanned records
- 10
- accounts in the Team plan
And against WeTransfer?
Collecting client records is the heart of the need: receiving files without forcing an account simply doesn’t exist in WeTransfer’s free plan. For a firm, that’s where the difference plays out, line by line.
| Free plans | TransferNow | WeTransfer |
|---|---|---|
| Max size per transfer | 5 GB | 3 GB |
| Transfers per month | Unlimited | 10 |
| File availability | 7 days | 3 days |
| Password protection | No account needed | Account required |
| File receiving | Yes | No |
Figures from the detailed comparison:
https://www.transfernow.net/en/wetransfer
Frequently asked questions
How do I collect a client’s records without an account or software?
Send them your drop link (or a file request by email): they upload their documents from their browser, on desktop or mobile. You’re notified of every upload.
Are accounting documents transmitted securely?
Yes: encrypted (SSL/TLS) transfers, an optional password on every transfer, antivirus scanning of files, and hosting in Europe — with a DPA available for the firm.
How do I prove a client actually received their filings?
Every download triggers a named notification: the time-stamped history serves as proof of delivery.
What about very large files (ledger exports, archives)?
Up to 5 GB per transfer for free and 500 GB with an account: accounting software exports and archived client files go through in a single link.
Can the upload page carry the firm’s branding?
Yes: logo, custom page, and a your-firm.transfernow.net subdomain — your clients upload in an environment that reflects your image.
5 GB per transfer, free and with no sign-up