June 24, 2026 · 7 min read
How to Share Client Documents Securely (Send Only What's Needed)
In accounting, most document-sharing mistakes aren't dramatic breaches — they're oversharing. The whole statement sent when one month was needed; the internal notes left in a client copy; the draft that circulated without a label. Each is avoidable with a few habits.
This guide covers sharing client documents securely: sending only the pages that are needed, stripping what shouldn't travel, labelling what isn't final — all processed in your browser so the documents themselves are never uploaded to a third-party service.
Principle: share the minimum
Before sending anything, ask what the recipient actually needs. A lender asking for proof of one transaction doesn't need the full year; a colleague reviewing one section doesn't need the whole file. The less that travels, the less that can go wrong.
Extract just the relevant pages
Use Extract Pages to build a new PDF containing only the pages being requested — one month of a statement, the signed page of an engagement letter, a single schedule. The recipient gets a clean, focused document; the rest stays with you.
Remove what shouldn't travel
For copies that must include most of a document, use Delete Pages to remove internal notes, pricing pages, or unrelated sections before sending. Work on a copy — your original stays untouched.
Also clear the metadata: document properties can carry internal author names and titles you may not want visible externally.
Label and lighten
Watermark non-final versions (DRAFT, FOR REVIEW) so status is unambiguous once the file leaves your hands. Compress before sending so the file clears email and portal limits without a second attempt.
Every step above runs locally in your browser — the confidential document never touches a server on its way to being share-ready.
Frequently asked questions
How do I send only part of a client document?
Use Extract Pages to create a new PDF with just the pages the recipient needs. The original stays complete and private on your device.
How do I remove internal notes before sharing?
Use Delete Pages on a copy of the document to strip internal pages, and clear the metadata so internal author names don't travel with the file.
Should I watermark documents before sharing?
Watermark anything that isn't final — DRAFT or FOR REVIEW — so a work-in-progress can't be mistaken for an issued document.
Is preparing documents this way private?
Yes. Extracting, deleting, watermarking, and compressing all run in your browser, so the document is never uploaded while you prepare it for sharing.
Try it now
Extract Pages
Select the pages you want to keep and extract them into a new PDF file.
Open Extract Pages