Stop Asking for Attachments.
Send a Secure Link.
Emailing sensitive tax documents is a liability. Use our free secure upload link to collect W-2s, 1099s, and bank statements without forcing your clients to create an account.
Generate Your Request Link
No credit card required. Ready in 30 seconds.
Your link will include: AES-256 Encryption | Mobile Camera Support | No-Login Access
Why "Secure Links" Beat "Email Attachments"
In 2026, the IRS and FTC have significantly increased the security requirements for tax professionals (including the FTC Safeguards Rule). Simply put: Standard email is not secure.
The Benefits of PaperFlow Request Links:
Meets industry standards for data in transit and at rest. Every upload is encrypted instantly.
Clients don't have to remember a password. They click the link and upload. It's that simple.
If the client doesn't upload their docs, the link automatically pings them, saving you the follow-up work.
A dedicated upload page looks significantly more professional than a "Shared Dropbox Folder."
How to use your link:
- Generate: Click the button above to create your free PaperFlow account.
- Customize: Add the specific items you need (e.g., "Drivers License," "W-2").
- Share: Paste your unique link into an email, text, or your email signature.
- Receive: Get an instant notification the second your client uploads a file.
Pro-Tip for Busy Firms:
Include your PaperFlow link in your automated email signature. Label it "Securely Upload Documents Here." You’ll be surprised how many clients will use it spontaneously, keeping your inbox clean and your files organized.