Guides
Everything we know about moving client documents safely
Written for the person who has to actually do it: the CPA in March, the paralegal closing a matter, the advisor onboarding a household. Grouped by the work rather than by keyword. None of it is gated.
Looking for something shorter and more recent? The blog covers narrower questions as they come up.
Accounting and tax
Secure document handling for CPAs and tax preparers
What IRS Publication 4557 and the GLBA Safeguards Rule actually require of a practice that emails client documents, and how to satisfy both without making clients create accounts.
- Secure File Transfer for CPAs
- Secure File Transfer for Tax Preparers
- How to Send W-2s Securely
- Is It Safe to Email Tax Documents?
- What Happens If a CPA Emails a Client SSN?
Legal
Privileged document exchange for law firms
The ABA Model Rules set a competence and confidentiality bar that ordinary email does not clear. These cover what that means in practice, and how it changes by practice area.
- ABA Model Rules on Client Data Security
- Secure File Transfer for Estate Planning Attorneys
- Secure File Transfer for Family Law Firms
Healthcare and insurance
HIPAA-aware document delivery
Where HIPAA actually applies to file sharing, what a small practice has to do about it, and how claims documents move without sitting in an inbox indefinitely.
- HIPAA Compliant File Sharing for Healthcare Billing
- HIPAA File Sharing Requirements for Small Practices
- Secure Document Delivery for Insurance Agents
Wealth management
Client onboarding for financial advisors
Onboarding collects the most sensitive documents a client will ever send you, usually before they fully trust you. These cover doing that without friction and without leaving copies everywhere.
DeadVault for financial advisorsHow it works
The mechanics of ephemeral encrypted delivery
The technical pieces underneath all of the above: what zero-knowledge actually means, why a password on a PDF is not encryption, and what it takes for a file to genuinely stop existing.
- Zero-Knowledge File Transfer
- Self-Destructing File Transfer
- Are PDFs Secure to Send via Email?
- Encrypted Delivery Without an Account
Reading about it is slower than sending one
Create an encrypted drop with a deadline, send the link, and let it destroy itself when the deadline passes. Your client never makes an account.