Tax documents, exchanged the safe way.
Protected Xchange is the portal your accounting firm uses to send and receive tax returns, financial statements and source records — without email attachments, size limits or unencrypted files.
Already using Protected Xchange?
Find your sign-in URLThree steps from invitation to signed return
You never create an account on your own. Your firm sets it up, and every file moves through their private portal.
Your firm invites you
Your accountant creates your account. You receive an invitation from no-reply@protectedxchange.com naming the firm and the person who sent it.
Set your password
The invitation opens your firm's own sign-in page at protectedxchange.com/yourfirm, where you choose a password and, optionally, a second factor.
Exchange files
Upload documents for your firm and download what they send. You're emailed each time something new is waiting — never the file itself.
Built for the most sensitive documents a business has
Returns, statements and source records carry Social Security numbers, bank details and payroll. The portal is designed so they never travel as an attachment.
Encrypted in transit and at rest
Every connection uses TLS, and files are stored encrypted in data centres located in the United States.
Every upload is scanned
Files are checked for malware before anyone can download them. Anything infected is quarantined and never delivered.
Two-factor authentication
Every account can add a second factor, and firms can make it mandatory for their staff, so a password alone is never enough.
Private to your firm
Each firm has its own portal. Only you and the staff at your firm can see the files you exchange.
About Build Your Firm
The company behind the portal
Protected Xchange is built and operated by Build Your Firm, a Madison, Connecticut company focused entirely on helping accounting firms grow. They design and host websites for accountants, run their marketing, and build the practice tools — like this one — that sit behind those websites.
Websites for accountants
Custom and ADA-compliant websites designed for CPA and accounting practices, with logo design, blog development and an ROI guarantee.
Marketing for accounting firms
Content marketing, a fully outsourced marketing program, and managed Google Ads campaigns that bring new clients to the practice.
Practice tools
Client-facing tools that plug into a firm's website: online payments, secure file exchange, email newsletters and social media posting.
Find your firm's sign-in page
Every firm has its own address — protectedxchange.com/yourfirm. Enter the email your firm has on file and we'll send you a link to the right one.
Find your sign-in URL
Know your firm's URL already? You can go there directly.