An alternative to Dropbox and OneDrive file requests for sensitive documents
If you already pay for Dropbox or Microsoft 365, their file requests are a fine way to collect ordinary files. For IDs, tax forms and bank statements the question is who holds the keys: Dropbox and Microsoft can decrypt what your clients upload by default. Tresorit File Requests and ShieldFive encrypt on the client’s device so only you can open the files.
Updated
The short answer
Keep using Dropbox File Requests or OneDrive Request files for anything that would not hurt if the storage provider, or someone who breaks into it, read it. They are included in plans you may already pay for and your staff know them.
For Social Security numbers, passports, pay stubs and statements, use a request link that encrypts each file in the client’s browser before upload. Tresorit File Requests do that on paid Tresorit plans. ShieldFive document requests do it with a per-request checklist, a PIN and no email address from the client. For free links in general, see the free secure upload link comparison, and for Dropbox alone, the ShieldFive vs Dropbox File Request comparison.
Dropbox File Requests
Available on every Dropbox plan. The client needs no Dropbox account; you give the request a title and description, can add an optional password, and get an email whenever a file is uploaded. Deadlines need Professional or a business plan. Files can be up to 2 GB each on Basic, Plus and Family and up to 250 GB on Professional and business plans, and they take up space in your Dropbox (Dropbox: create a file request).
Dropbox encrypts files in transit and at rest, and says it “doesn’t offer client-side encryption” (Dropbox: how security works). Dropbox holds the keys and can read what your clients upload.
OneDrive and SharePoint Request files
Anyone with the link can upload without OneDrive; a client who is not signed in types a first and last name that Microsoft does not validate, and you get an email for each upload. It works only with OneDrive for work or school, not OneDrive for home (Microsoft: create a file request), and your admin must allow “Anyone” links; the admin can also set an expiry for request links (Microsoft Learn: enable file requests). Microsoft 365 Business Basic, which includes OneDrive, is $7.00 per user per month paid yearly (Microsoft 365 business plans).
Microsoft says that “by default, Microsoft manages all cryptographic keys” for SharePoint Online and OneDrive for Business; a customer-managed option, Customer Key, exists (Microsoft Learn: service encryption). Either way this is encryption on Microsoft’s side, not in the client’s browser.
Tresorit File Requests
Tresorit’s file requests are end-to-end encrypted and need no Tresorit account, but every uploader must give an email address. You get one request per folder, an optional expiry and email verification, and a 5 GB limit per upload session. The feature is on Personal Pro, Professional, Business, Business Pro and Enterprise plans (Tresorit: file requests overview), and you get an email each time someone uploads (Tresorit: create file requests).
Tresorit Professional is €23.99 a month for one user and Business €16 per user per month with at least three users (Tresorit business pricing). It is a mature, full cloud drive; if you want your whole file store end-to-end encrypted, not only intake, it is the stronger choice.
File requests for sensitive client documents
| Option | Who can read the files | What the client must give | Document checklist | Limits | Price |
|---|---|---|---|---|---|
| Dropbox File Requests | Dropbox as well as you; no client-side encryption | Nothing; may be asked for a name and email | No; a title and description | 2 GB per file on Basic, Plus, Family; 250 GB on Professional and business plans | All plans, including free Basic |
| OneDrive / SharePoint Request files | Microsoft as well as you; Microsoft-managed keys by default | An unvalidated first and last name if not signed in | No; a descriptive name | Work or school accounts only; admin must allow “Anyone” links | Microsoft 365 Business Basic from $7.00 per user per month, paid yearly |
| Tresorit File Requests | You; end-to-end encrypted, per Tresorit | An email address | No; one request per folder | 5 GB per upload session | Paid plans; Professional €23.99 per month, Business €16 per user per month (3+ users) |
| ShieldFive document request | Only you; encrypted in the client’s browser, ShieldFive stores ciphertext | A PIN you send separately; no email address | Yes; one line per document, or a template | Up to 1,000 files and a per-request size cap; expiry up to 7 days on the free plan, up to 90 days or none on Firm seats | 14 days with everything unlocked, then 1 open request at a time free (links last up to 7 days); Firm plan €29 per seat per month or €290 per year for unlimited |
Dropbox, Microsoft and Tresorit facts come from their own help, documentation and pricing pages, checked on 22–23 September 2026 and linked above. Plans change; check the vendor before relying on a detail.
When Dropbox or OneDrive is enough
If the files are not sensitive, or your firm has decided that Microsoft- or Dropbox-held keys are acceptable under its own security policy, the file request you already pay for is the simplest answer. Your staff know it, files land where you already work, and nothing new needs approving.
Look elsewhere when a client is sending something whose leak you would have to report, when your written security plan says only the firm should be able to read client identity or tax documents, or when your admin will not turn on “Anyone” links in Microsoft 365.
Where ShieldFive is the wrong choice
ShieldFive is not a cloud drive. Files arrive in your ShieldFive account, not in the Dropbox or OneDrive folder where you work, so someone has to move them. There is no integration with either service.
Chasing is light. On Firm seats (and during the trial), if you add the client’s email, ShieldFive reminds them at most twice, after about three and seven days, while required items are missing. The reminder cannot contain the upload link, because the decryption key never reaches our server, so it points the client back to the link you sent. You also get a reminder to follow up. Your firm name and logo appear on the upload page on the paid plan and during the 14-day trial. There are no recurring requests.
You need a free ShieldFive account to create requests; only the client skips signup. Every link needs a PIN of at least four characters, which is one more thing to pass on.
Like any web app, we serve the JavaScript that does the encryption. The guarantee is “encrypted in the client’s browser, ciphertext at rest”, not a claim that no compromised server could ever interfere. The request security page sets out the threat model, and the encrypted file request tools comparison covers more options.
Questions
- Is Dropbox File Request secure enough for tax documents?
- It encrypts files in transit and at rest, but Dropbox holds the keys and says it does not offer client-side encryption, so Dropbox can read what clients upload. For Social Security numbers and tax forms, a request link that encrypts in the client’s browser keeps the files readable only by you.
- Can OneDrive Request files be used with a personal Microsoft account?
- No. Microsoft says Request files is not available for OneDrive for home. It needs a work or school account, and the admin must allow “Anyone” links.
- Does Microsoft have access to files uploaded through OneDrive Request files?
- By default Microsoft manages the encryption keys for OneDrive for Business and SharePoint Online. Microsoft offers Customer Key for customer-managed root keys, but that is still encryption on Microsoft’s side, not in the client’s browser.
- What is the difference between Tresorit File Requests and ShieldFive?
- Both encrypt on the uploader’s device. Tresorit is a mature end-to-end encrypted cloud drive and asks every uploader for an email address. ShieldFive is only for requesting documents: a checklist per request, a PIN instead of an email address, and a free tier.
Related
- How to collect documents from clients securely
- Encrypted file request tools: who can read the uploads?
- Tax preparers and the FTC Safeguards Rule: collecting client documents
- A free, secure upload link for clients, without a client account
- Secure file sharing for accountants
- Do accountants need a client portal?
- How clients can send documents without creating an account
- Stop emailing W-2s and 1099s: a safer way to collect tax documents
- How mortgage brokers can collect bank statements and pay stubs securely
- SmartVault vs TaxDome, and cheaper options
- The IRS Security Six, the WISP and collecting client documents
- How immigration lawyers can collect client documents securely
- Accounting secure file sharing: getting client files in and sending returns back
- File Request threat model: what the server can and cannot see
- ShieldFive File Request overview
Creating requests needs a free ShieldFive account; your clients never sign up. Create a free account