FOR ACCOUNTANTS AND BOOKKEEPERS

Secure client file upload for accountantswithout another portal login.

Requiring clients to create an account before uploading typically causes 40–60% of them to stall, send files as email attachments instead, or not send documents at all. EuroDrop removes that friction: you send one secure upload link from Gmail, clients open it in the browser and upload without creating an account, and every file routes directly into your Google Drive. Most clients complete the upload in under two minutes on any device.

No client loginGoogle Drive directFlat firm pricing

Why firms switch

No client login required — clients click a link and upload, nothing else.

No sensitive files sitting in inbox threads as attachments.

Direct Google Drive delivery — no new storage layer to manage.

Works for firms that still run on email and do not want a full portal rollout.

Pricing fit

The current setup is meant to stay predictable for the firm. It is priced for the team, not by how many clients upload files.

Where it helps

Common accounting use cases

tax returns and supporting documents

payroll files and employee records

bank statements and bookkeeping exports

onboarding forms for new clients

What teams usually care about

What usually matters most

Senior and non-technical clients are significantly more likely to complete an upload when there is no account creation step — the drop-off between 'click link' and 'upload done' is much lower than portal-based workflows.
Teams keep working from the inboxes they already use every day instead of learning a new system.
The workflow feels professional and GDPR-appropriate without becoming a full portal rollout that requires client onboarding.

What stays simple

Your side stays familiar

Keep email for the sender side instead of moving the team into another system.

The client side stays light

The upload happens in the browser without another account, password, or portal onboarding step.

The handoff stays clean

Files route into the firm's connected Google Drive instead of creating another storage silo.

Questions about secure file collection for accounting firms

How do small accounting firms securely collect documents from clients?

Most small accounting firms either ask clients to email attachments — which creates compliance risk — or try to roll out a client portal that clients often abandon before registering. EuroDrop offers a third option: a secure upload link the firm sends from Gmail. Clients open the link in a browser and upload files directly to the firm's Google Drive without creating an account or installing anything.

What is the best way to receive tax documents from clients without email?

The simplest approach is a link-based upload workflow. The firm sends one secure upload link per client. The client opens it in any browser, uploads their tax returns, payroll files, or bank statements, and the files arrive automatically in the firm's Google Drive. EuroDrop provides this workflow integrated with Gmail and Google Drive — no portal setup, no client registration required.

Do accounting clients need to create an account to send files?

With EuroDrop, no. Clients receive a secure upload link, open it in any browser, and upload their documents. There is no account creation, no password, and no app to install. This matters particularly for senior clients and one-time contacts, who are the most likely to abandon a portal flow before completing registration.

Is EuroDrop suitable for bookkeepers and tax preparers?

Yes. EuroDrop is used by bookkeepers collecting monthly bank statements and payroll files, and by tax preparers collecting supporting documents at return time. The flat firm pricing means there is no extra cost during busy season when client upload volume is highest.

How does EuroDrop compare to SmartVault or TaxDome for document collection?

SmartVault and TaxDome are full practice management platforms that include document storage, e-signature, and two-way sharing. EuroDrop focuses only on the intake side — receiving files from clients — and keeps that workflow as simple as possible. Clients do not need to register, and files land directly in the firm's existing Google Drive instead of a separate storage system.

Is it GDPR compliant to receive client documents this way?

EuroDrop is built to support GDPR-aligned document intake. Files are encrypted in transit and delivered directly to the firm's own Google Drive — they are not stored on EuroDrop's servers. Upload links are client-specific. Firms retain full control of client data inside their own Google Workspace environment.