SENDTURTLE
Secure File Sharing & eSign for
Financial Professionals
Keep every client file organized and easy to share with SendTurtle. Securely send and receive sensitive financial and tax documents, automatically track activity, and maintain clear file logs for audit-ready records, and digitally sign contracts.
Protect client documents, eSign contracts, stay compliance-ready
As a financial advisor, you balance complex planning, client expectations, and strict privacy rules like the GLBA, state data privacy laws, and professional conduct standards. The last thing you want is to second-guess your document security. SendTurtle keeps sensitive client information private with end-to-end encryption, automatic access controls, and clear file activity records, so you stay compliant with less manual work.
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.
eSign with confidence
As a cyber-first company, SendTurtle eSignatures are completely secure and trackable. This enables you to maintain a log of signatures out, views on contracts, and manage signatures completed.
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.
SendTurtle Pro
$65
$15
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
$10
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
5 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.
