Alternatives
Google Drive for Client Files: 3 Risks
Google Drive is built for teams, not for sharing files with clients. Three risks: permissions, files in personal accounts, and per-user pricing.
Notes from the team
Practical writing on client file portals, self-hosting, and the open source project behind ProjectSend Cloud.
Alternatives
Clinked Alternative for Agencies
ProjectSend Cloud is the Clinked alternative for agencies and professional-services firms: pay per active client account, start free, no credit card.
Pricing & plans
What Is an Active Client Account?
An active client account is the unit ProjectSend Cloud bills on. Here's what counts, what doesn't, and how to keep your plan cost predictable.
AI assistants
AI Prompts to Deliver Client Files
Save a client's tax return as a file and share the private link -- all from one sentence. Exact prompts for accountants using the ProjectSend AI connector.
Alternatives
Dropbox vs Client Portal: What's Better?
Shared Dropbox folders work until they don't. Here's when professional services firms outgrow shared folders and need a dedicated client portal.
Alternatives
WeTransfer Alternative for Photographers
WeTransfer's 10-transfer cap and expiring links don't work for a studio delivering galleries every week. Here's what photographers actually need instead.
Alternatives
TaxDome Alternative for Accountants
TaxDome charges per staff seat for a full practice management suite. If you only need secure, branded file delivery for clients, here is what changes.
Security & privacy
Sent a File to the Wrong Person?
Sent a client file to the wrong person? Revoke the link before they download it, document what happened, and prevent it from happening again.
Alternatives
ShareFile Alternative for Law Firms
Law firms on ShareFile Advanced pay $82.50/month for five users. ProjectSend Cloud Pro starts at $19/month with 25 client accounts and no per-client charge.
AI assistants
AI Assistant: Safe for Client Files?
Using an AI to handle your client files raises real questions. Here is what it can see, what it cannot access, and how the audit trail keeps you covered.
Alternatives
How to Switch to a Client Portal
A step-by-step checklist for moving your client files from WeTransfer, Dropbox, or ShareFile to a branded portal. Covers export, setup, and telling clients.
For consultants & advisors
Secure File Sharing for Mortgage Brokers
Every mortgage transaction moves sensitive documents. A client portal replaces expiring links with a branded, private, logged space for each client.
For consultants & advisors
Client Portal for Insurance Agencies
How independent insurance agencies stop sending policies, certificates, and claims documents over email — and give each client a portal under the agency's name.
For agencies & creatives
How Architects Deliver Files to Clients
Architecture firms share CAD files, Revit models, and renders too large for email. Here's how to deliver them to clients without WeTransfer links that expire in 7 days.
Security & privacy
What Is a DPA and Why Clients Ask
A plain-English guide to Data Processing Agreements for small firms: what they are, when clients request one, and what to check before you sign.
For consultants & advisors
Client Portal for IT Consultants & MSPs
Deliver reports, credentials, and project files to IT clients under your own brand -- no per-seat surprises, no email threads, no expired links.
For law firms
Client Portal vs. Practice Management
Most small law firms don't need practice management software to fix their file problem. Here's how to tell which tool actually solves your pain.
For agencies & creatives
How to Send Video Files to Clients
Stop losing clients to expired links and oversized attachments. Here is how video professionals deliver multi-GB files with a branded, persistent client portal.
Pricing & plans
Per-Seat vs. Per-Client Pricing
Most file-sharing tools charge per seat -- you pay for every login. Here is what that costs professional services firms and how per-client pricing compares.
For agencies & creatives
How to Deliver Photos to Clients
Gallery apps work well for client selection. For delivering final files -- without expiring links or scattered RAW folders -- a client portal is the better fit.
Client portals
What Is a White-Label Client Portal?
A white-label client portal shows clients your firm's name, not the vendor's. Here is what it means, what is included today, and which firms need it.
For consultants & advisors
Secure Sharing for Financial Advisors
Financial advisors share sensitive client documents every week. A dedicated client portal gives you auditability, branded delivery, and real control.
For freelancers
Free File Sharing for Freelancers: What ProjectSend Cloud's Free Plan Includes
ProjectSend Cloud's Free plan gives freelancers a personal file-sharing account with 2 GB of storage and a private link for every file, at $0. No credit card, no time limit on the account.
Security & privacy
Email Attachments vs. Client Portal
Email covers quick files just fine. Once your documents get sensitive, five things go wrong. A client portal fixes all of them without replacing your inbox.
For law firms
Client Portal for Law Firms
Small law firms that still exchange client documents by email are one forwarded attachment away from a breach. Here is what a dedicated client portal changes.
For consultants & advisors
Client Portal for Consultants
Stop chasing deliverables across email threads. A branded client portal keeps every engagement tidy, auditable, and in your name — no per-seat pricing.
Self-hosting & open source
Migrate ProjectSend to Cloud
Already running ProjectSend on your server? Here is what transfers when you move to the cloud, what to prepare, and how the team handles it in under 48 hours.
For agencies & creatives
Client Portal for Marketing Agencies
Marketing agencies need more than WeTransfer. A branded client portal keeps every deliverable organized, under your logo, and tracked from upload to download.
For law firms
How Law Firms Share Documents Securely
Small law firms share sensitive documents every working day. Here is how to handle it securely: client portals, audit trails, and no more email chaos.
Self-hosting & open source
ProjectSend Cloud vs. ProjectSend.org
Learn how ProjectSend.org and ProjectSend Cloud are related, who builds them, what they share, and when the hosted version makes more sense than self-hosting.
Client portals
How to Send Large Files to Clients
Stop chasing email limits. Here's how small firms send large files to clients securely -- and why a client portal beats expiring links every time.
Self-hosting & open source
Open Source Client Portal Software
Open source client portals give you full auditability, a real exit, and no vendor lock-in. Here is what to look for and how ProjectSend fits in.
For freelancers
Deliver Client Files Under Your Brand
Still sharing deliverables via expiring links? Here is how freelancers can deliver files under their own brand, with a full client history -- free to start.
Client portals
What Is a Client Portal?
A client portal is a branded web space where clients upload files, receive deliverables, and every exchange stays on record. Here is who needs one and why.
Self-hosting & open source
ProjectSend Hosted vs Self-Hosted
Running ProjectSend on your own server is free forever. ProjectSend Cloud hands off the infrastructure without changing your data, your code, or your exit.
For accounting firms
Client Portal for Bookkeepers
Stop chasing client documents over email. ProjectSend Cloud gives independent bookkeepers a branded, secure client portal - free to start, no per-client fees.
Alternatives
WeTransfer Alternative for Agencies
WeTransfer links expire in 3 days and carry someone else's brand. What agencies and photographers use instead to deliver files to clients professionally.
For accounting firms
Client Portal for Accounting Firms
A branded, auditable file portal for accounting firms — no per-seat fees for clients, a full download log, and data you can always take with you.
Alternatives
SmartVault Alternative for CPA Firms
SmartVault charges per user, with a two-user minimum. See how ProjectSend Cloud compares on pricing model, branding, and data portability for CPA and tax firms.
For accounting firms
How Tax Preparers Collect Client Docs
A practical guide for tax preparers on requesting W-2s, 1099s, and client records through a secure portal -- no email attachments, no chasing.
Alternatives
ShareFile Alternative for Accountants
If your firm pays per user for ShareFile, here is what to compare before your next renewal -- and why accounting firms are switching to a per-client model.
Hello there! A new era for ProjectSend
Why we decided ProjectSend needed more than Patreon and AdSense to survive; and how that led to a full rewrite, renewed momentum, and a new paid Cloud option that keeps the open source app free and thriving.