By Varun Agarwal, co-founder of PropRetire · Published 4 Nov 2026 · Updated 12 Nov 2026 · 1 min read

How to send tax documents to your accountant safely

There are two common ways to send tax documents to your accountant, and the difference is what you can do after sending. An email attachment can't be taken back. A link can be ended.

Here are both, side by side, and the one step worth taking before either.

Once sent, a copy sits in your sent mail and another in your accountant's inbox. A forward makes a third.

None of these can be recalled by you. It is simple, and every accountant takes one, but what is sent stays sent.

The email carries a link, and the documents open from it. The link can be set to run out on a date, or ended at once.

A file your accountant has already downloaded stays with them. Ending the link stops new opens, not copies already saved.

Many tax papers carry your tax file number. Blacking it out first means it doesn't travel with the file, whichever way it goes.

Your accountant already holds it, or asks for it in their own way.

An attachment needs nothing new, and it can't be ended. A link needs one more click to open, and it can be ended or left to run out.

Which suits depends on the documents and the accountant, so it is your call.

PropRetire sends its reports and packs by secure link. End access stops the link at once, and the row then reads Ended.

A PDF already downloaded stays with whoever saved it.