Powerful Cloud-Based File Sharing
A better way to collaborate with clients

  • Save Time - Share files online in minutes, 24/7
  • Save Money - No printing, copying or shipping
  • Streamline Service - Clients will love the convenience

End result - a stronger, more profitable business

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Stringent Data Security
Confidential information is safe

  • Files are encrypted for maximum security
  • Data centers meet or exceed compliance standards
  • You control client access to files
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Flexible Data and Payment Plans
Choose the plan that fits your business

  • Plans designed to meet your storage needs and budget
  • Pay monthly - no long term contract required
  • Add data capacity or users only when you need them
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Seamless Software Integration
A seamless workflow saves time

  • Print returns as PDF files from ATX, TaxWise
         & PaperlessPLUS directly to PortalSafe
  • Automatically create the client's storage drawer
  • Automatically generate a notification e-mail
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On-The-Go Access
Mobile app maximizes efficiency

  • Access files anytime, anywhere
  • Quickly upload photos of receipts, assets, handwritten      notes and more
  • Your clients will love the way you do business!
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Try Before You Buy!
Use PortalSafe FREE for 30 days

  • No credit card, no commitment
  • 2 Admin Users, 150 Guest Users, 5 GB storage
  • See for yourself how it will streamline your business
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Click here to sign up for a 30-day trial

Sign up for an online demo, watch a video or learn hands-on by starting a FREE 30-day trial today.

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What is PortalSafe?

Watch this video to learn more about PortalSafe's benefits & features

How to Use PortalSafe

Learn about PortalSafe's default functionality and customization options