Accounting & tax
Collect W-2s, 1099s and signed returns without chasing clients through email.
For CPA, tax and bookkeeping firms. Clients open a link, upload what you asked for and sign. No account to create, and they never use a paid seat.
What we hear
Tax season still runs on email attachments.
Documents arrive every way
W-2s, 1099s and bank statements come in by email, text and photo.
Clients won't use a portal
Another password to remember is where collection stalls.
Signatures slow the return
Engagement letters wait on printing, signing and scanning.
Did they get it?
No proof of who opened the return, or when.
How MnemoShare helps
Easier for your clients than email.
A link they open, a list of what you need, and a place to sign.
Ask once for everything you need
Send one request and clients upload everything into it from a link, up to 25 files.
Clients sign where you marked
Place signature and date fields on any PDF. Clients sign from the same kind of link.
Guests are free
Clients who send or receive files never count as users, however many you serve.
A record of every exchange
Who sent what, when it was opened, and when access ended.
How a return moves
Upload, sign, done. With a record of each step.
- 01 · Upload
Your client replies to the request and adds their documents. No account to create.
- 02 · Sign
Mark where each signer signs and dates, then send.
- 03 · Record
Every open and download lands in the audit record.
Guests are free
Your clients never use a paid seat, however many you serve.
Right-sized
From a two-partner practice to a regional firm.
Cloud
Most firms
A dedicated instance with nothing to run. From $15 per user / month. E-signature is included from Business+.
See pricing →During tax season
Pay for your staff, not your clients
Tax-season client volume doesn't add seats. Only the people on your team who send and manage files are users.
How it works →Worried about tax-season phishing too? MnemoShare Advanced Email Security catches fake client requests before anyone falls for them.
Advanced Email Security →For your IT person or MSP
Need the technical detail?
Setup, client access and how files are stored and encrypted.