CloakShare
For Accounting Firms
Secure Document Sharing for Accounting Firms
Accounting firms share tax returns, audit reports, and financial statements containing sensitive client data. CloakShare provides password-protected, expiring links with full audit trails to meet compliance requirements and protect client confidentiality.
The problem
Tax returns and financial statements emailed as unprotected PDF attachments
No way to revoke access after a client engagement ends
Compliance audits require proof of who accessed which documents and when
Per-seat pricing makes firm-wide adoption of secure sharing tools cost-prohibitive
How CloakShare solves it
Password protection
Link expiry
Audit trails
Email gating
Custom domains
Self-hosting
Documents accounting firms share with CloakShare
Video and document sharing in one platform
CloakShare is the only secure sharing platform that handles both documents and video. Upload MP4, MOV, or WebM files alongside your PDFs and presentations. Videos are automatically transcoded to adaptive HLS streaming with 720p and 1080p quality tiers, watermarked with the viewer's email on every frame, and tracked with per-viewer watch-time analytics.
No other document sharing tool offers this. Not DocSend, not Papermark, not Digify. For accounting firms that need to share both documents and video content, CloakShare eliminates the need for separate tools.
Frequently asked questions
Can CloakShare help with compliance audit requirements?
Yes. Every document view is logged with viewer email, IP, timestamp, pages viewed, and time per page. Export audit logs via API for your compliance records. Self-hosting gives you full control over data retention policies.
How do I share tax returns securely with clients?
Upload the PDF, create a link with email gating and password protection, set an expiry date, and share. The client verifies their email, enters the password, and views the document in a secure canvas-based viewer. No downloads, no forwarding.
Can I revoke access after an engagement ends?
Yes. Disable any link instantly, or set automatic expiry dates when creating the link. Once expired or disabled, the document is no longer accessible.
Is CloakShare affordable for a mid-size accounting firm?
CloakShare has no per-seat fees. The Growth plan at $99/month covers your entire firm. A 15-person firm saves over $11,000 per year compared to DocSend at $65/user/month.
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Compare CloakShare
Start sharing securely
Free tier includes 50 links and 500 views per month with email gating, watermarks, and page-level analytics. No credit card required.