Share bank credentials, tax documents, and financial data securely with clients. Auto-expiring links, watermarked files, and detailed access logs for IRS, FTC Safeguards Rule, and Gramm-Leach-Bliley compliance — built for CPA firms, accountants, and US finance professionals.
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Share bank logins, payment credentials, and financial access securely with clients. Links expire automatically after viewing, with every access written to detailed access logs — ideal for CPAs, accounting firms, and finance teams bound by FTC Safeguards Rule and Gramm-Leach-Bliley obligations.
Exchange tax returns, 1040s, K-1s, financial statements, and sensitive tax season documents with clients via encrypted, watermarked links. A purpose-built CPA client portal and tax season client portal that helps CPA firms meet IRS Publication 4557 Written Information Security Plan (WISP) requirements.
Every shared document is watermarked with recipient info. If a tax return or bank statement leaks, you'll know exactly who shared it. Combined with detailed access logs, Digital Shell gives CPAs and accountants the documentation they need for IRS compliance and client confidentiality.
A single click on a phishing email exposed tax information for 40 clients at this Austin CPA firm, including W-2s with high-value estimated tax deposits.
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Generate an encrypted link for the credential, set an expiration (one view, 24 hours, etc.), and send it to your client. They click, view in their browser, and the link self-destructs. No app installation, no account creation required. Every access is written to your access logs so CPAs and accountants have full documentation.
Yes! Every document you share — from 1040s to K-1s to financial statements — is watermarked with the recipient's information. If they forward it or it leaks, the watermark identifies exactly who shared it. Combined with one-view links, CPAs and accountants maintain control over sensitive tax season data.
Digital Shell uses AES-256 encryption with zero-knowledge architecture—we cannot see your data. Our audit logs track every access for compliance documentation. We meet the security standards required by US financial regulators, support CCPA rights for California clients, and help CPA firms document controls for IRS, FTC Safeguards Rule, and Gramm-Leach-Bliley reviews.
You can create links with longer expiration times or share credentials that remain accessible until you revoke them. Every access is recorded in your access logs, and you can revoke access instantly at any time.
IRS Publication 4557 requires tax professionals and CPA firms to have a Written Information Security Plan (WISP) with safeguards like strong encryption, access controls, audit logs, and secure client communications. Digital Shell provides AES-256 zero-knowledge encryption, watermarked sharing, expiring and revocable links, and detailed access logs — all of which CPA firms can reference in their WISP documentation to demonstrate IRS Publication 4557 compliance.
The FTC Safeguards Rule (16 CFR Part 314) requires financial institutions — including many CPA firms and accountants under Gramm-Leach-Bliley — to implement encryption of customer information, access controls, activity monitoring, and incident documentation. Digital Shell is built to help CPA firms meet these obligations with zero-knowledge encryption, granular access controls, and detailed access logs that support FTC Safeguards Rule and Gramm-Leach-Bliley compliance.
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