
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.
4 guides from the team behind ProjectSend.

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.

WeTransfer links expire in 3 days and carry someone else's brand. What agencies and photographers use instead to deliver files to clients professionally.

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.

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.