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Security & privacy

2 guides from the team behind ProjectSend.

Tax accountant slides a mint folder across a sunlit desk to a relieved client leaving with a briefcase, pale aqua walls and morning light

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.

September 30, 2026

Accountant slides a mint folder across a desk to a relieved client in a sunlit office, scattered paper envelopes set aside

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.

September 21, 2026