Secure Document Exchange for Accountants
Protect confidential financial information with zero-knowledge encryption. Send tax returns, financial statements, and audit reports securely. 75% less expensive than competitors.
Why Accounting Firms Choose Secure Exchanges
Accounting professionals (CPAs, accounting firms, tax specialists) exchange confidential financial information daily : income tax returns, financial statements, bank statements, and tax documents. Secure Exchanges is a commercial partner of the Order of CPAs of Quebec through the CPA Showcase, attesting to the relevance of the solution for the accounting field. The platform secures the entire document lifecycle while being 75% less expensive than competing solutions.
Whether you need to send secure tax filings, collect documents from clients without accounts, archive communications for compliance, or sign documents digitally. Secure Exchanges delivers enterprise-grade security at a fraction of the cost.
Secure Transfer
Send encrypted financial documents directly to clients and tax authorities with proof of delivery.
Secure Retrieval
Collect documents from clients and third parties without requiring them to have an account.
Archive & Compliance
Automatically archive all client communications with complete traceability for audit compliance.
Digital Signatures
Sign engagement letters, audit reports, and authorization forms with PKI-certified digital signatures.
Secure Transfer
End-to-end encrypted transmission for all financial documents
Secure Tax Return Transmission
Send T1, T2, CO-17 returns and financial statements to clients and tax authorities with end-to-end encryption and delivery proof.
Audit Communications
Transmit engagement letters, audit reports, and management letters with proof of delivery and receipt.
Bulk Encrypted Distribution
Send personalized bulk distributions during tax season. Each client receives their documents in an individually encrypted email with zero risk of file mixing.
Secure Inter-Firm Sharing
Share documents securely between partners, between firms, or with external legal and financial advisors.
Large File Transfer
Transfer files up to 25 GB for tax audits, corporate tax planning, or restructuring files without email limitations.
Secure Retrieval
Collect documents from clients and third parties without requiring accounts
Document Collection from Clients
Securely collect T4s, bank statements, tax slips, and donation receipts from clients. Even if they don't have a Secure Exchanges account, a simple secure link sent via email is all you need.
KYC and Identity Verification
Collect KYC (Know Your Client) documents and identity verification during new client onboarding.
Third-Party Document Collection
Collect supporting documentation for tax audits (invoices, contracts, commercial leases) from third parties with secure links.
Automated Annual Collection
Automate annual collection of client tax documents, replacing insecure methods like password-protected ZIP files.
Archive & Compliance
Automatic archival with complete traceability for regulatory compliance
Automatic Classified Archival
Automatically archive all client communications in SESAR with complete traceability. Proof of due diligence for the Order of CPAs and Loi 25 compliance.
Centralized File Management
Manage all client exchanges by file: every communication is automatically associated with the correct client file through SESAR classification.
Cloud Infrastructure Integration
Integrate via Webhooks with SharePoint, OneDrive, or Google Drive for automatic archival in your firm's existing infrastructure.
One-Click Compliance Reports
Generate compliance reports in one click to respond to Order of CPAs inspections or audit requests.
Digital Signatures
PKI-certified digital signatures at 75% lower cost
Engagement Letters & Audit Mandates
Sign engagement letters, audit mandates, and representation letters with PKI-certified digital signatures.
Financial Statement Certification
Sign financial statements, auditor reports, and management letters with SHA-512 integrity verification at every step.
Authorization Form Signature
Sign authorization forms (tax powers of attorney, disclosure authorizations with CRA and Quebec Revenue).
Zero-Knowledge Confidentiality
Absolute confidentiality: the document never becomes accessible on Secure Exchanges servers, unlike traditional solutions that decrypt content to apply signatures.
75% Cost Reduction
Pay 75% less than DocuSign and Adobe Sign with unlimited signatures on Pro and Pro+ plans.
Seven years of delivery proof, with zero manual filing
CRA and Revenu Quebec require tax document retention for at least six years. The SESAR vault automatically retains proof of every document sent or received, including returns, financial statements and engagement letters, with the exact date the client accessed it. This evidence feeds directly into your accounting software, without anyone having to file a thing.
Fortin CPA sends 1,200 T1 returns in March. Two years later, the CRA launches a review of one of their clients and requests proof that the return was delivered to the taxpayer. Within seconds, the accountant retrieves from the SESAR vault confirmation that Mr. Pelletier opened his return on March 29 at 10:14 AM, with a complete audit trail.
Trusted by Accounting Firms Across Canada
Discover how HNA placed Secure Exchanges at the heart of their client interactions to secure their documents, automate their processes through the SDK, and save hundreds of hours during tax season, and why they recommend it to every company.
It was really well appreciated and received by our customers, since it helped us guarantee their data is transited securely. We've managed to save a lot of time with the usage of the SDK and automating the sending and receiving of files. We were also able to reduce our administrative costs due to the Secure Exchange billing method.
Trusted by Leading Firms
Why Accounting Firms Trust Secure Exchanges
From solo practitioners to large multi-office firms, accountants choose Secure Exchanges for uncompromising security, compliance, and affordability.
Order of CPAs Partnership
Official commercial partner of the Order of CPAs of Quebec via the CPA Showcase, providing assurance of solution relevance for the accounting profession.
Loi 25 Compliant
Meet all Loi 25 requirements for personal information protection in Quebec with documented compliance and audit trails.
Zero-Knowledge Architecture
100% Canadian infrastructure with zero-knowledge encryption ensures your clients' financial data never leaves their control.
75% Cost Savings
Enterprise-grade security at a fraction of the cost of DocuSign, Adobe Sign, or other premium solutions.
Ready to Secure Your Firm's Communications?
Join hundreds of Canadian accounting firms protecting confidential financial information with Secure Exchanges.
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