Two-Way Secure Exchange

The Secure Client Layer for Your Dropbox.

If it has a signature or a Social Security Number, VikSend it.

Securely exchange sensitive documents—tax returns, contracts, and portfolios—without leaving your Dropbox folder. No portals, no passwords, no friction.

Send: Deliver sensitive documents with expiring links.
Receive: Collect W2s, bank statements, and ID copies.
Identity-verified access. No client passwords.
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No Portals
No Passwords
No Client Accounts

VikSend

Magic active

Live

Drag & Drop Upload

Dropped into managed folder

Setting Expiry

Link auto-expires in 7 days

Generating PIN

Unique code for recipient

Sending Magic Link

Delivered securely via email

Ready for Download

Client enters PIN to access files instantly.

Capabilities

The Two-Way Exchange Engine

Complete inbound and outbound security for your practice.

Outbound (Last Mile)

Deliver documents with a unique, secure link per client that expires automatically.

Inbound (First Mile)

Auto-organize client uploads directly into your Dropbox folders with secure, identity-verified access.

Full Data Sovereignty

You keep full control. We never store your files—everything stays in your Dropbox.

The Wrapper

Your files stay in Dropbox. We just make them safe to send.

VikSend sits on top of your existing workflow. We handle the client authentication and secure link delivery. We never store your files—you retain full data sovereignty.

IRS Pub 4557 Ready & AES-256 Encryption

Your Dropbox

2025 Tax Returns

Stored as usual, no migrations

VikSend Layer

Review + Send

Auto-generates secure links

Client Delivery

Secure Magic Link

Clients access via email

It's Magic

Simple, Secure, and Client Friendly

No portals, no passwords, no headaches. Just simple secure delivery.

Bank-Grade Security for Every Profession

Built to satisfy the strict data safeguards of IRS Pub 4557 (Tax), GLBA (Finance), and ALTA (Real Estate).

Identity-Verified Links

Access requires a verified email PIN. No passwords to lose. Links expire automatically on your schedule.

Full Audit Trail

Track every send and receive. Know exactly when clients accessed their files with complete delivery logs.

Pricing

Simple tiers for every firm size

Secure delivery shouldn't be complicated. Cancel anytime.

Prime

For Solo Advisors

$29/mo

Billed monthly

  • 50 Active Clients / month
  • Your Logo on Portals
  • Secure 2-Way Sharing
  • Identity Verification
  • Audit Logs (30 days)
  • Unlimited Uploads
  • Unlimited Downloads
  • $1.00 per extra active client
Most popular

Professional

For Growing Teams

$79/mo

Billed monthly

  • 300 Active Clients / month
  • Everything in Prime, plus:
  • Full Whitelabeling (No VikSend branding)
  • Audit Logs (1 Year)
  • Priority Email Support
  • Team Management (Admin Roles)
  • $0.50 per extra active client

Premier

Maximum Scale

$149/mo

Billed annually

  • Everything in Professional, plus:
  • Unlimited Active Clients
  • Custom Domain (files.yoursite.com)
  • Custom Retention Policies
  • VIP Phone Support

Ready to secure your two-way client exchange?

Join the forward-thinking CPAs, Wealth Managers, and Real Estate Pros using VikSend to send and receive files securely—without portals, passwords, or data silos.

  • Bank-grade Security (IRS 4557, GLBA, ALTA)
  • Two-way exchange: Contracts, Tax Returns, Portfolios
  • No client passwords or logins needed
  • Full data sovereignty—files stay in your Dropbox

Let's secure your client data

Expect a callback within 24 business hours.