SENDTURTLE POWERED BY PHALANX
Secure File Transfers for
Accountants
Streamline clients communications with SendTurtle. Share and receive sensitive financial and tax data with top-notch security. Maintain client document send and receive logs.
Secure client files, stress-free compliance
As an accountant, you juggle tax codes, client needs, and strict data privacy laws like the GLBA, Texas Data Privacy and Security Act, and AICPA Code of Professional Conduct. The last thing you need is to worry about data security. SendTurtle ensures that sensitive client information stays private with end-to-end encryption, so you stay compliant without extra effort. Plus, use SendTurtle DeepIQ to track client document sends, receives, and clicks.
Improve your workflow
Phalanx SendTurtle allows you to send client files and messages securely. Both you and your client will have peace of mind that important data, like financial statements, W-2s, 1099s, etc., will only be seen by the necessary parties involved.
Built by experts in security
We’ll handle the data security, so you can handle the rest. Phalanx is built by industry veterans in cybersecurity from highly-regulated industries, such as finance, healthcare, and government.
WHY CHOOSE SENDTURTLE?
How it works
Send and manage files effortlessly with our intuitive dashboard. With built-in encryption and automated security, Phalanx SendTurtle lets you make data-driven decisions with every document you share. Our AI-powered engagement engine that gives you:
Document views & tracking
Track what you’ve send, who receives them, and when they’ve been opened.
Heatmaps of reader activity
Get page-view heatmaps and see where dropoffs occur.
Time-on-page metrics
Gauge interest and retention to see how much time recipients are staying on a page.
Drop-off detection
Understand where recipients lost interest to help you improve your documents and proposals.
AI-POWERED INSIGHTS
AI suggestions and insights
Instantly spot your most engaged contacts with an engagement score plus access AI insight summaries to uncover what to do next.
DEEPIQ ANALYTICS
Make data-driven business decisions
Use SendTurtle DeepIQ to more deeply understand your files sent. Get document heatmaps, view times, and individual page data.
SEE WHO LOOKS AT YOUR FILES
Know where your data is and who’s viewing it
Easily track who's looking at your files and when. Stay compliant while keeping peace of mind that your data is secure.
TRANSFER FILES SECURELY
Protect every file transfer with our secure platform
Whether you’re sharing files with clients, partners, or internal teams, Phalanx SendTurtle ensures every transfer is protected. Send and receive files with confidence, knowing that your data is encrypted and secure from the moment it leaves your hands.
PRO FEATURES
Upgrade your file management
SendTurtle Pro gives you more flexibility in your file security and management. Get access to customized solutions and limitless sending capabilities.
Add your branding
Add your logo and branded colors to your SendTurtle profile. This is important for businesses looking to have a more white-labeled solution.
Send unlimited links
SendTurtle Free users can send 5 and receive files per month. Small businesses looking to scale up their document management get access to unlimited sends and receives starting at $15/month.
Upload any file type
Add basic file types, like Word Documents, PDFs, PNGs, and JPEGs for free. Upgrade to send any file type, like MOV, ZIP, etc.
Get more customization
Our priority is secure file management, so all users get access to enhanced customizations. Pro users can additionally extend link expiration up to 30 days and add custom legal terms to file sends.
TESTIMONIALS
Supporting businesses worldwide
See what some of our users have to say.
"It’s simple to implement”
Phalanx SendTurtle provide that extra layer of security we need to protect our clients’ sensitive financial data. It’s simple to implement and has become an invaluable part of our operations.
Devanny CPA PPLC
"The seamless encryption and ease of use”
Phalanx SendTurtle has significantly reduced the time it takes to securely transfer data with our customers. The seamless encryption and ease of use are exactly what I needed.
Intergen Data
"The perfect solution”
With Phalanx SendTurtle , we’ve ensured that our data security follows every file we share. The flexibility and encryption make it the perfect solution for our remote work environment.
Ingalls Info Sec
Explore our interactive demo to see how effortlessly you can use SendTurtle.
Choose the perfect plan for your document sharing
Find the perfect plan to fit your business needs.
SendTurtle Free
Ideal for users who only send and receive files occasionally.
$15
$0
Per user/month
Secure file link sharing
File receive portal
File preview (PDFs)
Send 5 file links monthly
Receive 5 file links monthly
Share up to 4GB monthly
Send any file types
Tracks link viewers
7 day link expiration
Basic file tracking
SendTurtle Pro
The best choice for users who frequently send and receive files. Includes DeepIQ analytics.
$65
$15
Per user/month
Secure file link sharing
File receive portal
File preview (PDFs)
Tracks link viewers
Unlimited file links
Unlimited files receives
Share and receive unlimited files
Send any file types
Custom link expiration
SendTurtle Free
Ideal for users who only send and receive files occasionally.
$10
$0
Per user/month
Secure file link sharing
File receive portal
File preview (PDFs)
Send 5 file links monthly
Receive 5 file links monthly
Share up to 4GB monthly
Send any file types
Tracks link viewers
7 day link expiration
Basic file tracking
SendTurtle Pro
The best choice for users who frequently send and receive files. Includes DeepIQ analytics.
$45
$10
Per user/month • Billed at $120 yearly.
Secure file link sharing
File receive portal
File preview (PDFs)
Tracks link viewers
Unlimited file links
Unlimited files receives
Share and receive unlimited files
Send any file types
Custom link expiration
Automation meets document intelligence
Get peace of mind in your day-to-day workflow with security and insights top of mind.
