Can you recommend a secure file upload portal for gathering tax documents and e-signatures from new clients?

Yes — for tax practices, I’d recommend using a portal that combines:

• Secure document upload
• Client identity/authentication
• e-signature support
• Encryption at rest and in transit
• Audit logs
• Multi-factor authentication (MFA)
• Retention controls / secure client offboarding

Good options to consider

1. TaxDome

Best for: Small to mid-sized tax and accounting firms
Why it’s strong:

• Client portal with secure file requests and uploads
• Built-in e-signatures
• Workflow automation for onboarding
• MFA and role-based access
• Good fit if you want an all-in-one practice platform

2. Canopy

Best for: Firms wanting a modern client portal and practice management
Why it’s strong:

• Secure client portal
• Document request/checklist workflows
• E-signature support
• Strong communication tools
• Good for client onboarding and tax organizers

3. SmartVault

Best for: Firms that mainly want secure document sharing/storage
Why it’s strong:

• Encrypted document portal
• Secure upload/download requests
• Integrates with many tax systems
• Good audit trail and access controls
• Often chosen as a secure file repository rather than a full CRM

4. DocuSign + secure portal

Best for: Firms that already have a portal and just need signatures
Why it’s strong:

• Industry-standard e-signatures
• Strong audit trails
• Useful if you want separate best-in-class signing
• Pair with a secure portal like SmartVault, ShareFile, or TaxDome

5. ShareFile by Citrix

Best for: Simple secure file exchange with clients
Why it’s strong:

• Secure client portal and file requests
• Encryption and access controls
• E-sign support available via integrations
• Good if you want a standalone secure exchange tool

What I’d prioritize for tax documents

For a tax onboarding portal, I’d make sure it has:

• MFA
• Granular permissions
• Expiration dates for links
• Audit logs
• No plain email attachments
• E-signatures with tamper-evident records
• Secure intake forms for W-9, IDs, organizer forms, etc.
• Business Associate Agreement availability if needed
• SOC 2 / strong security posture

My quick recommendation

• If you want all-in-one onboarding + portal + e-sign: TaxDome
• If you want clean portal + workflow + signature tools: Canopy
• If you want simple secure document exchange: SmartVault or ShareFile
• If you want best-in-class e-signatures: DocuSign paired with a secure portal

If you want, I can also give you:

1. a shortlist by budget,
2. a comparison table, or
3. the best option for solo CPA vs. small firm vs. multi-office firm.