For CPAs & Tax Firms
Secure document delivery
built for tax season
Stop clients from emailing you their SSNs. Collect sensitive documents securely, deliver returns behind payment gates, and auto-destruct everything after the deadline.
The problem
Tax season is a security nightmare. Here's what your practice is dealing with.
Clients email you their SSNs
Tax returns require Social Security numbers, W-2s, and bank statements. Your clients are emailing these in plaintext to your Gmail. One forwarded email and that data is everywhere.
No payment-before-download
You finished the return, but the client hasn't paid. You either hand over the files and chase payment, or hold them hostage via awkward emails. Neither is professional.
Engagement letters floating in inboxes
Signed engagement letters sit in email threads indefinitely. No expiration, no audit trail, no way to prove when they were accessed or by whom.
Documents linger post-season
After April 15th, client documents sit in Dropbox folders, email attachments, and desktop folders. You're holding sensitive data with no reason to keep it and no process to destroy it.
How DeadVault solves it
Purpose-built for the document exchange patterns CPAs actually use.
Encrypted document collection
Send clients a secure link. They upload W-2s, 1099s, and bank statements through an encrypted portal. No email, no accounts needed on their end.
Payment-gated return delivery
Attach a payment amount to any drop. Clients pay via Stripe before downloading their completed returns. Funds go directly to your account.
Branded, expiring engagement letters
Send engagement letters through your branded portal with a deadline. Full audit trail shows when it was accessed, downloaded, and by whom.
Automatic post-season cleanup
Set deadlines aligned with your retention policy. After the deadline, encryption keys are destroyed and documents become permanently unrecoverable.
The workflow
Create a drop
Set up a secure drop for your client with your firm's branding, deadline, and optional payment gate.
Client uploads documents
Client receives a link, uploads their tax documents through the encrypted portal. No account needed.
Prepare & deliver returns
Upload completed returns to the same drop. Set a payment gate for your preparation fee.
Auto-destruct after season
After the deadline, encryption keys are destroyed. Documents are permanently gone, zero lingering liability.
Key features for CPAs
Pays for itself in one return
At $19/month for Solo, you break even after collecting a single payment-gated delivery fee. The average CPA charges $200-500 per individual return. That's one drop paying for ten months of DeadVault.
See pricing details →