Every document. Secure. Permanent. Found in seconds.
Tax returns, financial reports, payroll summaries, compliance docs — stop emailing sensitive documents. Bondshake gives every client a secure, permanent project link for everything you share.
Free for up to 3 projects · No credit card required
“Client can't find last year's tax return — calls you to resend.”
Every tax year organized in the project. Client finds it instantly.
“Sensitive financial docs sent by plain email — security risk.”
Password-protected project. Secure by default.
“Client asks same onboarding questions every year at tax time.”
Checklist project link answers them before they ask.
Everything your clients need,
in one place.
Secure by default
Password-protect every project link. Sensitive financial documents stay private.
Annual document archive
Every tax year and reporting period organized chronologically. Nothing gets lost.
Tax season checklist
Send clients a project link checklist of what documents to gather. Stop chasing them by email.
Deadline reminders
Automatic reminders when documents are needed or filings are approaching.
Set up in minutes
Name it after the project and set it up in under 2 minutes.
Drop in files, links, checklists — everything in one place.
Send the project link. They never need to ask you for anything again.
Add new files, tick off tasks, update links as the project moves.
Your clients' documents deserve more than email attachments.
Secure projects. Free to start.
Create your first projectFree for up to 3 projects · No credit card needed