Uncompromising security for financial data.
Exchange tax documents, share quarterly reports, and gather signatures with the peace of mind that strict data isolation provides.
Client Approved
All terms agreed and signed
Built specifically for accounting firms
Encrypted Document Exchange
Stop relying on unencrypted email for W-2s and bank statements. Provide a secure, encrypted portal for clients to upload their sensitive data.
E-Signatures for Tax Forms
Secure legally binding signatures on 8879s, engagement letters, and authorizations directly within the platform's Legal Vault.
Permanent Financial Archive
Give clients a permanent home for their past tax returns and quarterly reports, reducing the 'can you resend last year's return' emails.
Modernizing tax season for a boutique firm
Ledger Partners moved away from insecure email attachments to Lancii's secure portal.
Data Collection
Clients securely upload W-2s and receipts to their isolated folder.
Review
Draft tax returns are shared for review.
E-Signatures
Final authorizations are legally signed and stored in the Legal Vault.
Frequently Asked Questions
Everything you need to know about using Lancii as a accounting firm.
Q.Is the platform IRS and SOC2 compliant?
A.Lancii's infrastructure relies on AWS and Supabase, which maintain SOC2 compliance. Data is encrypted both in transit (TLS) and at rest (AES-256).
Q.Can I organize folders by tax year?
A.Yes, you can create highly nested folder structures (e.g., Client Name > 2023 > Q3 > Payroll) for ultimate organization.
Q.Do clients need to create an account?
A.Clients authenticate via secure, passwordless magic links sent to their email, removing the friction of remembering yet another password.
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