Secure File Sharing
Secure file sharing for accountants: safe without the friction.
Paloma is secure file sharing for accountants built on a simple trade: clients get one-tap simplicity, and the security lives underneath - unique expiring links, encryption everywhere, and firm-side controls.
Today it's email, and email is the problem.
SSNs in attachments
Every W-2 sent by email is a Social Security number sitting in two inboxes forever, one phishing click from a breach.
Portals too heavy to use
Secure portals exist - and clients dodge them because of accounts, passwords, and apps. Then they fall back to email.
Photos by text message
When sharing is hard, documents arrive as texted photos on someone's personal phone. Nobody wants that filing system.
What it does
Simple for clients. Locked down underneath.
One unique link per client
Every client shares through their own link - nothing generic, nothing guessable, nothing reused across households.
Access that expires
Links are signed and short-lived. Access is granted when needed and lapses on schedule instead of lingering for years.
Encrypted both ways
Files are encrypted in transit and at rest - uploads from clients and deliveries back to them alike.
MFA on the firm side
Every staff account requires multi-factor authentication, with role-based access deciding who sees which folders.
Works in both directions
Collect documents in and deliver finished work out through the same secure channel - one system, both ways.
How it works
- 1
Paloma makes a special link just for that client.
- 2
The link works only for them, then it expires.
- 3
Files travel scrambled, so no one can peek.
- 4
You can see and control every share in one place.
Secure sharing is the layer underneath document collection and everything that follows in the workflow , with the full picture on the security page.
Common Questions
Book time with Abby
15 minutes. Watch a client share a document with one tap - and see the controls your firm holds behind it.
Pick a timePrefer to write first? Contact us about Secure File Sharing.