SENDTURTLE
Secure File Sharing & eSign for
Accountants
Streamline clients communications with SendTurtle. Sign, share ,and receive sensitive financial and tax data with top-notch security. Maintain client document send and receive logs.
Secure client files, stress-free compliance
As an accountant, you juggle tax codes, client needs, and strict data privacy laws like the GLBA, Texas Data Privacy and Security Act, and AICPA Code of Professional Conduct. The last thing you need is to worry about data security. SendTurtle ensures that sensitive client information stays private with end-to-end encryption, so you stay compliant without extra effort. Plus, use SendTurtle DeepIQ to track client document sends, receives, and clicks.
Improve your workflow
SendTurtle allows you to send client files and messages securely. Both you and your client will have peace of mind that important data, like financial statements, W-2s, 1099s, etc., will only be seen by the necessary parties involved.
Built by experts in security
We’ll handle the data security, so you can handle the rest. SendTurtle is built by industry veterans in cybersecurity from highly-regulated industries, such as finance, healthcare, and government.
How it works
SendTurtle is your go-to tool to sign, send, and summarize document activity in real time. Centralize files and log activity by contact in one intuitive dashboard. Get an overview of each document, or drill in on activity and contact engagement data with page-by-page analytics.
Summarize engagements
TESTIMONIALS
See what businesses and consultants worldwide have to say about SendTurtle
We ensure your files are sent securely and are easy to manage, so you can focus on your business. See what businesses and consultants worldwide have to say about SendTurtle.
"It’s simple to implement”
Phalanx SendTurtle provide that extra layer of security we need to protect our clients’ sensitive financial data. It’s simple to implement and has become an invaluable part of our operations.
Devanny CPA PPLC
"The seamless encryption and ease of use”
Phalanx SendTurtle has significantly reduced the time it takes to securely transfer data with our customers. The seamless encryption and ease of use are exactly what I needed.
Intergen Data
"The perfect solution”
With Phalanx SendTurltle , we’ve ensured that our data security follows every file we share. The flexibility and encryption make it the perfect solution for our remote work environment.
Ingalls Info Sec
Explore our interactive demo to see how effortlessly you can use SendTurtle.
Choose the perfect plan for your document sharing & eSignatures
Find the perfect plan to fit your business needs.
Our Pro Trial Promise:
If after 7 days you haven’t used SendTurtle on at least one live deal and you don’t feel more confident about which prospects are serious, email support@sendturtle.com and we’ll give you your first paid month free.
SendTurtle Pro
$65
$29
Per user/month
SendTurtle Growth
Ideal for startup teams, investors to purchase for PortCos, and SMBs. Includes DeepIQ analytics.
$99
Per user/month
SendTurtle Pro
The best choice for users who frequently send and receive files. Includes DeepIQ analytics.
$45
$20.75
Per user/month • Billed at $249 yearly.
SendTurtle Growth
$66.58
Per user • Billed at $799 yearly.
SendTurtle Pro
Secure file link sharing
File receive portal
File preview (PDFs)
Tracks link viewers
Unlimited file links
Unlimited files receives
Share and receive unlimited files
25 eSignature documents/ month
Unlimited signatures/ documents
Send any file types
Custom link expiration
Custom logo branding
Secure messages included
1-to-many sending
Unlimited GB monthly
SendTurtle Scale
Secure file link sharing
File receive portal
File preview (PDFs)
Tracks link viewers
Unlimited file links
Unlimited files receives
Share and receive unlimited files
Unlimited eSignature documents/ month
Unlimited signatures/ documents
Send any file types
Custom link expiration
Custom logo branding
Secure messages included
1-to-many sending
Unlimited GB monthly
Still on the fence?
Start a free 7-day trial today, or join a member of our team for a demo and we'll give you a special offer.
