Collect, sign, and deliver — in one secure platform
Seamless file sharing, built-in e-signature, secure forms, and email compliance — in one professional place for your firm and clients to work together.
Designed to support IRS Publication 4557, GLBA, and SOC 2 — with an immutable audit trail.
Safeguarding Taxpayer Data
Safeguards Rule
Type II
Records Retention
Tax season runs on chasing documents
Firms lose hours every week tracking down client files across email threads, consumer file-sharing apps, and a separate tool for every signature — with sensitive taxpayer data scattered across all of them.
The Patchwork Approach
- ✕Documents requested and returned over plain email
- ✕A separate, add-on tool for every e-signature
- ✕No single record of who accessed which client file
- ✕Taxpayer PII sent without scanning or controls
- ✕Manual reminders and status spreadsheets
The MnemoShare Approach
- Secure forms collect documents in one place
- Built-in e-signature — no bolt-on subscription
- One immutable audit trail across every client
- DLP scanning detects taxpayer PII automatically
- Automated reminders and real-time tracking
Common accounting & tax workflows
Client Document Collection
Collect tax documents, financial statements, and supporting records with secure web forms and request lists — clients upload directly, with reminders and real-time tracking instead of endless email chasing.
Replaces: Email attachments, consumer file-sharing tools
Engagement Letters & Approvals
Send engagement letters, authorizations, and sign-offs for built-in e-signature — clients sign online, and every signature is captured with a complete, tamper-evident audit record.
Replaces: Print-sign-scan, separate e-signature add-ons
Deliverable & Return Delivery
Deliver completed returns, financials, and advisory packages through a secure client portal — encrypted end to end, with confirmation of exactly who downloaded what and when.
Replaces: Unencrypted email, mailed paper copies
Third-Party & Advisor Exchange
Exchange working papers and financials with lenders, auditors, attorneys, and the client's other advisors — identity-bound access and audit logging on every transfer.
Replaces: SFTP, shared drives, cloud folders
Compliant Client Notifications
Send secure-message and document notifications from your firm's own domain, with DLP scanning that flags taxpayer PII before it leaves — keeping client communication on-brand and protected.
Replaces: Plain email, BCC sprawl, generic no-reply senders
One platform for the whole client workflow
Collect, sign, deliver, and communicate — without stitching together four different tools.
Secure Forms & Request Lists
Build reusable document-request lists and intake forms for tax prep, onboarding, and engagements. Clients upload directly, with reminders and real-time status — no more chasing files over email.
Learn moreBuilt-In E-Signature
Request legally binding e-signatures on engagement letters, authorizations, and approvals — built into the platform, not a separate add-on. Every signature is captured with a tamper-evident audit record.
Learn moreEmail Compliance
Send client notifications from your firm’s own domain, with DLP scanning that detects taxpayer PII before anything leaves. Professional, on-brand, and protected — without a separate secure-email gateway.
Learn moreSeamless Client Portal
A clean, branded portal where clients collect, sign, and download in one place. Identity-bound access ties every action to a verified person — with SSO and MFA for your staff.
Learn moreImmutable Audit Trail
Every upload, signature, download, and message is recorded in a tamper-evident log — one defensible record across every client engagement, with WORM export for retention.
Learn moreTaxpayer Data Protection
Automated DLP scanning flags SSNs, EINs, and other taxpayer PII in uploaded files, with malware scanning on every transfer — the safeguards an IRS Publication 4557 security plan calls for.
Learn moreDesigned to support your firm’s obligations
MnemoShare provides the technical controls behind the data-protection requirements accounting and tax firms work under.
| Requirement | MnemoShare Control |
|---|---|
| IRS Pub 4557 — Safeguarding Taxpayer Data | Encryption, access controls, DLP detection of taxpayer PII, and audit logging that support a Written Information Security Plan |
| GLBA Safeguards Rule | Identity-bound access, MFA, encryption in transit and at rest, and monitoring of access to customer information |
| SOC 2 (Security & Confidentiality) | Role-based access, immutable audit events, and tamper-evident logging aligned to the Trust Services Criteria |
| SEC 17a-4 — Records Retention | WORM-capable audit export to customer-managed storage with retention enforced outside administrative control |
MnemoShare provides technical controls that support these frameworks; it does not claim certification on your firm’s behalf. Your firm remains responsible for its security policies, written information security plan, and risk assessment.
Consolidate the tools you pay for separately
Secure file sharing, client portal, document-request forms, e-signature, and email compliance come in one platform with a single audit trail — so your firm can retire the patchwork of point tools and the per-feature subscriptions that come with them. Available as managed SaaS or self-hosted.
Ready to modernize how your firm works with clients?
See how MnemoShare brings document collection, e-signature, delivery, and email compliance into one secure platform — with an audit trail you can defend.