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
Send and manage files effortlessly with our intuitive dashboard. With built-in encryption and automated security, SendTurtle lets you make data-driven decisions with every document you share. Our AI-powered engagement engine that gives you:
Sign documents
SendTurtle eSignatures lets you sign contracts and proposals within your dashboard.
Send documents
Send and receive documents using a SendTurtle links. Links are end-to-end encrypted, ensuring security.
Summarize engagements
See page views, clicks, heatmaps and more enhanced insights.
Automated next steps
DeepIQ AI is the smartest document post-send tool in the market. Get analytics summaries and next-step suggestions.
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
Find the perfect plan to fit your business needs.
SendTurtle Pro
The best choice for users who frequently send and receive files. Includes DeepIQ analytics.
$65
$15
Per user/month
SendTurtle Scale
Buy in bulk and save. Ideal for startup teams, investors to purchase for PortCos, and SMBs.
$Custom
Per user/month
SendTurtle Pro
The best choice for users who frequently send and receive files. Includes DeepIQ analytics.
$45
$10
Per user/month • Billed at $120 yearly.
SendTurtle Scale
Buy in bulk and save. Ideal for startup teams, investors to purchase for PortCos, and SMBs.
$Custom
Per user/year
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
Send any file types
Custom link expiration
Secure messages included
1-to-many sending
5 eSignatures 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
Send any file types
Custom link expiration
Secure messages included
1-to-many sending
5 eSignatures monthly
Automation meets document intelligence
Get peace of mind in your day-to-day workflow with security and insights top of mind.
