Secure File Sharing

Send large files to clients with a secure download link. You’ll get an email each time someone downloads.

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Sign in with your firm Microsoft 365 account.

Only members of the firm’s team can create download links.

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Drag files here or choose filesTap to choose files

All the files you add go on one link.

Client number (if applicable) Link works for

Description (optional, for your records)

With a client number, the record emails you receive end with “[FRGA-client number]” so they’re filed to the client automatically.

Files are stored in the firm’s SharePoint. Anyone with the link can download after entering a name and email address, so send it only to the client.

Message you can paste into your email