Send2Pro gives accountants, bookkeepers, lawyers, and consultants a private, secure platform to exchange sensitive files with clients — with HTTPS encryption, built-in virus scanning, and automatic expiration.
Purpose-built for professionals who handle sensitive client documents every day.
Every file is transferred over TLS-secured connections with automatic SSL certificates. Your data is protected in transit with the same encryption standard used by banks and financial institutions.
Integrated MetaDefender scanning checks every file against 30+ antivirus engines. Scan individual files, batch-scan selections, or scan everything at once with a single click.
Admin-assigned Professional accounts can securely access, upload, download, and manage files across multiple client accounts — perfect for accountants and legal teams.
Files are automatically deleted after 30 days by default. Admins and Professionals can set custom retention dates per file, ensuring sensitive documents don't linger.
Upload files effortlessly with drag-and-drop or click-to-browse. Files are transferred securely over HTTPS and accessible only to authorized users through role-based access control.
Full control from a centralized dashboard. Create and delete users, assign professionals to client accounts, reset passwords, manage roles, and monitor all file activity.
Send2Pro was designed from the ground up to protect sensitive client data with secure transfer, access control, and threat detection.
Deploy Send2Pro on your own server and start exchanging files securely with your clients right away.
Set up Send2Pro on your VPS or local server with the included setup script. Configure subdomains for each client with Caddy reverse proxy.
Create user accounts from the Admin Dashboard. Assign Professional team members to the client accounts they need to manage.
Clients upload files securely, your team downloads and scans them. Everything is protected with HTTPS, access control, and automatic expiration.
Any professional who handles sensitive client documents can benefit from Send2Pro.
Securely collect tax documents, financial statements, and receipts from clients during busy season and year-round.
Receive bank statements, invoices, and expense reports without worrying about email attachment limits or security.
Exchange privileged legal documents, contracts, and case files with clients under secure transfer and strict access control.
Transfer patient records, insurance documents, and medical reports with secure transfer and access controls that support compliance requirements.
Share investment reports, portfolio statements, and planning documents with clients through a secure, private channel.
Deliver proposals, audit reports, and strategic documents to clients with confidence that files are protected and time-limited.
Request a demo or get in touch. We'll help you deploy Send2Pro for your team.
Whether you're an individual practitioner or managing a firm with multiple professionals, Send2Pro scales to fit your needs. Reach out and we'll walk you through a setup tailored to your workflow.