Send, receive and request client files inside Zoom

FileSend is a secure file exchange for accountants, lawyers, agents and HR teams. Every link opens with an emailed code, every download is logged, and the files stay in your own Zoom storage.

Add to Zoom — free See how it works

No client accounts. No new login. Billed through the Zoom Marketplace.

From Jane Tan, CPA

Jane sent you 3 files

Verified
  • Engagement letter (signed).pdf184 KB
  • 2025 W-2.pdf92 KB
  • Prior-year return.pdf1.2 MB
Download all Expires in 7 days
6 Code sent to al••••@client.com
FileSend · Team Chat · 2:41 PM

alex@client.com downloaded Engagement letter (signed).pdf

Built for the people who still email attachments

AccountantsBookkeepersLawyersMortgage brokersReal-estate agentsHR teamsConsultants

Three ways files move. One place to see them.

Open FileSend from a meeting or from Team Chat. Everything that goes out or comes in shows up in the same three tabs.

01 · Send

Pick files, type an email, hit send

Each recipient gets a unique link that only opens with a code emailed to them. You get a Team Chat receipt and a ping on download.

To · maria@acme.co

Downloaded
Sent→Opened→Downloaded

Receipt posted to your Team Chat · 3 files

02 · Receive

Your own upload portal, with a QR code

Share your portal link in an email signature or hold up the QR code in person. Clients verify their email, drop files, and you are notified in Team Chat.

filesend.staticmaker.com/to/jane-tan

Drop files for Jane

Email verified · up to 10 files

03 · Request

Ask for a named checklist, tick it off

W-2, photo ID, prior-year return. The client uploads against each item. You accept or reject with a reason until the list is complete.

2025 tax return documents

  • ✓ 2025 W-2Accepted
  • ↑ Photo IDReceived
  • Prior-year returnRequested

Reminder every 3 days until complete

Know who opened what, and when

Download receipts you can hand to a client

Every file carries a SHA-256 hash. When it is downloaded, you know which address took it, from where, and that the bytes matched.

✓

3 of 3 downloaded

sha256 · 9f2c7a…e41b

An audit log that writes itself

Link opened, code sent, code verified, file downloaded, link revoked. Append-only, searchable, and exportable as CSV when a client or auditor asks.

  • Link opened09:14:02
  • Code verified · al••••@client.com09:14:41
  • Downloaded · Engagement letter.pdf09:15:07
  • Link revoked by owner17:30:00
2-year retention on Pro ↓ Export CSV

Your files stay in your Zoom account. We keep only the metadata.

Uploads stream straight into your Zoom Team Chat storage. Downloads stream back out through FileSend without ever being written to our disks. Revoke a link and it dies instantly. Uninstall and your files are still yours, in Zoom.

How FileSend handles data

Two plans, billed through Zoom

Subscribe on the Marketplace listing. Zoom handles payment and invoicing, and FileSend reads your plan automatically.

Compare every limit →

Free

$0 / forever

For a solo practitioner sending a few files a week

Add to Zoom
  • ✓ 10 transfers a month
  • ✓ 10 files per transfer, 1 recipient
  • ✓ Links expire after 7 days
  • ✓ Upload portal with QR code
  • ✓ 1 open document request
  • ✓ Team Chat receipts and download alerts
  • ✓ 30-day audit log

Pro

$5.99 / user / month

For firms that exchange client documents every day

Upgrade on the Marketplace
  • ✓ Unlimited transfers
  • ✓ 50 files per transfer, up to 10 recipients
  • ✓ Expiry of 7, 30 or 90 days, or never
  • ✓ Custom portal address, logo and accent colour
  • ✓ Unlimited requests with templates and reminders
  • ✓ One-download-only links and delete from Zoom on expiry
  • ✓ 2-year audit log with CSV export, receipt and summary PDFs

Add FileSend to Zoom. Stop emailing attachments.

Free for 10 transfers a month. Your portal is live the moment the install finishes, and your clients never need an account.

Add to Zoom — free