No unnecessary login.
A recipient can use the secure link they have been sent without first opening an account. That matters when clients may only need to exchange documents a few times each year.
FileSite · Client file sharing for professional firms
A simpler way to send and receive client files.
FileSite is a browser-based file-sharing service designed for accountants, advisers and other professional firms. It combines secure file exchange with a branded client experience — without asking the recipient to create an account just to send or receive documents.
No client accountopen the link and exchange files
Firm brandinga more professional client experience
Secure linkssend or request files without email attachments
Built for firmsaccountants, advisers and professional services
Why FileSite exists
Professional file sharing should not create more work for the client.
Traditional file-sharing platforms often solve the technical problem while creating a usability problem: accounts to create, unfamiliar portals, passwords to remember and interfaces designed for internal teams rather than occasional clients. FileSite takes a deliberately simpler approach.
Your brand, not somebody else's portal.
FileSite is designed around branded file-sharing pages, helping the exchange feel like part of the firm's own client service rather than a generic consumer transfer tool.
Less friction around routine file exchange.
Send files, request documents and use expiring links through a straightforward browser-based workflow. The aim is to make secure exchange feel obvious rather than technical.
Why Sygma uses FileSite
The technology should support the relationship, not get in its way.
At Sygma Chartered Accountants we regularly exchange accounts, tax documents, audit information, bookkeeping records and other financial files with clients. The practical experience of doing that is exactly why simplicity matters.
Designed around real client behaviour
Clients should not need training to send their accountant a file.
Our preference is straightforward: tell the client what we need, give them an obvious way to provide it and remove unnecessary steps. FileSite reflects that approach.
For professional firms, presentation matters too. A branded file page creates a more coherent experience than sending clients into an unfamiliar third-party portal.
Accounts & tax
Request records and supporting documents.
Useful for year-end accounts, tax work, bookkeeping information and other routine client records.
Audit
Exchange larger volumes of evidence.
A cleaner alternative to long email chains and repeated attachments when supporting documentation is needed.
Advisory
Keep sensitive working documents out of ordinary email.
Suitable for management information, valuations, transaction documents and other files being shared during advisory work.
Professional service
Make the small interactions feel considered.
Good client experience is often created by removing friction from simple, repeated tasks.
Who FileSite is for
Built around the way professional firms exchange documents.
FileSite is particularly relevant where files regularly move between a professional firm and an external client, but the client does not need or want another permanent software account.
Client records without portal friction.
Send completed documents or request accounts records, bookkeeping files, tax information and supporting evidence through a simple link.
Professional exchange for evidence and working files.
Useful for audit evidence, management information, due diligence documents, grant support, valuations and other advisory work.
A client-facing alternative to generic transfer tools.
Any professional service business that values branding, simplicity and low-friction file exchange can use the same approach.
FileSite FAQ
Common questions about FileSite.
These are the practical questions that matter most when a professional firm is choosing how clients should send and receive files.
What is FileSite?
FileSite is a browser-based client file-sharing service for accountants, advisers and professional firms. It provides branded pages for sending or requesting files using secure links.
Does the client need to create an account?
No. Avoiding unnecessary recipient accounts is one of FileSite's core design principles. The client can use the link they have been given without maintaining another permanent login.
Can FileSite be branded?
Yes. Branding is a key part of the product. The aim is for the file exchange to feel connected to the professional firm rather than to an unrelated third-party transfer service.
Can a firm request files as well as send them?
Yes. FileSite is designed for both directions of client file exchange, including requesting documents from a client as part of the firm's normal workflow.
Is FileSite only for accountants?
No. Accountancy is a natural use case because firms regularly exchange financial records and documents, but the same model can suit advisers and other professional services businesses.
File sharing that feels like part of the firm's service.
FileSite is built around a simple idea: professional firms should be able to exchange files securely without making clients learn another piece of software.