1 min read
Secure document sharing with clients
Move past email attachments for sensitive files without making clients jump through hoops.
Email attachments are easy and durable in the wrong inboxes forever.
Better patterns
- Expiring SharePoint / OneDrive links to specific people
- Client portals your industry already uses
- Watermarking or view-only when appropriate
Still email?
Encrypt when you must, and avoid bundling full tax returns with casual threads.
We can set sharing defaults that match your risk. Ask Qutzl.