Arlington, VA – November 4, 2025 – In a profession built on precision, privacy, and deadlines, accountants are discovering that email attachments are no longer cutting it. Instead, many are turning to SendTurtle, the secure file-sharing platform designed to make document delivery faster, safer, and easier for both accountants and their clients.

As tax season approaches, firms across the country are rethinking how they exchange sensitive financial data. Traditional email attachments pose real risks from client data breaches to lost documents and file-size limits that frustrate both senders and recipients. SendTurtle eliminates these pain points with encrypted, trackable file delivery that meets professional compliance standards.

“Email attachments were never built for today’s data security standards,” said Ian Garrett, CEO & Co-Founder, SendTurtle. “SendTurtle gives accountants peace of mind by ensuring files are sent securely, tracked in real time, and easy for clients to access – all without the chaos of email threads.”

A Simpler, More Secure Workflow

With SendTurtle, accountants can:

• Send and receive large files without worrying about size limits or bouncing emails.

• Track when clients open and download documents, providing accountability and visibility.

• Protect sensitive data with encryption, expiring links, and optional password protection.

• Simplify client experience — clients don’t need to create accounts or download software.

Part of a Larger Shift in Professional Communication

The move away from email attachments isn’t just about convenience, it’s about compliance. With stricter data privacy regulations and growing cybersecurity threats, professionals across finance and legal sectors are modernizing their workflows. SendTurtle is at the forefront of that transformation.

“Accountants handle some of the most sensitive personal and business data out there,” said Vicki Apodaca, CMO, SendTurtle. “We’re helping them keep that trust intact with technology that’s built for the way professionals work today.”

SendTurtle’s user-friendly design and strong encryption standards make it an ideal solution for firms of all sizes — from solo CPAs to large accounting practices. As more professionals look for secure and efficient ways to share financial documents, SendTurtle is fast becoming the new standard in client communication.

About SendTurtle

Launched in 2024, SendTurtle (by Phalanx) is a SaaS product that provides founders, business owners, and consultants with document eSignatures, sharing, and post-send analytics. After working with hundreds of startups and witnessing firsthand how founders struggle with scattered tools and zero visibility after hitting “send,” the team built SendTurtle: a fast, secure, and smart way to share documents.

With built-in privacy, engagement insights, and AI-driven recommendations, SendTurtle makes sending high-stakes documents smarter, safer, and stress-free—for founders, consultants, and teams alike. Learn more at sendturtle.com.

Media Contact
Company Name: SendTurtle (by Phalanx AI)
Contact Person: Vicki Apodaca
Email: Send Email
Address:4201 Wilson Blvd Floor 3
City: Arlington
State: Virginia
Country: United States
Website: https://sendturtle.com/