TitanFile Reviews & Product Details

I appreciate TitanFile for sending secure emails to clients, ensuring that confidential financial information for my clients is not exposed through regular email. I like the relative ease for clients to open received emails, which is important for me because most of my clients are not technically able. Being Canada based is also an important factor for me. I also found the initial setup of TitanFile to be very easy. Review collected by and hosted on G2.com.

I would like the integration with Outlook to show emails that I send through Outlook are not recorded in my sent folder within Outlook. I would like the history recorded there in addition to the TitanFile system. Review collected by and hosted on G2.com.

We’ve been using TitanFile and are genuinely very happy with it.

One of the biggest advantages for us is that the data storage is based in Canada, which is extremely important for our firm and our clients. That alone provides a level of confidence and compliance alignment that we value highly.

Our clients have been very happy with it. The platform is easy to use on both sides — for our team internally and for clients externally. There’s no fee for clients to access or upload documents, which removes friction and makes adoption much smoother.

A feature I particularly love is the download flexibility. You can download files individually in their original format, or download everything as a ZIP file. When you download as a ZIP, it preserves the folder structure that we or the client created, which keeps everything organized and saves time during file transfers or archival.

Overall, we consider it a strong investment in secure client communication and document management. Review collected by and hosted on G2.com.

If there’s a downside, it’s the cost. It is pricey. The ROI can be difficult to quantify in strict dollar terms, but in terms of security, organization, client experience, and workflow control, it has absolutely been worth it for our firm. Review collected by and hosted on G2.com.

I use TitanFile for document sharing with clients and really appreciate the security, which gives me peace of mind knowing that our documents are shared on a secure platform. I also love the ease of use. Review collected by and hosted on G2.com.

I find it inconvenient that 'Secure Submit' is one-way, as clients can securely submit documents to us, but we can't send using the same channel without starting a new one, which involves setting up a password again. If TitanFile could be enhanced for two-way traffic, that would be great. Also, if TitanFile could support clients filling out intake forms, it would be beneficial. Some clients find the setup cumbersome, which could be improved for a smoother experience. Review collected by and hosted on G2.com.

What I like most about TitanFile is the ease of use. Easy setup, easy transfer of large documents. Review collected by and hosted on G2.com.

The downside of TitanFile is that many of the firms or experts we collaborate with are not familiar with TitanFile and utilize Adobe or Dropbox. Review collected by and hosted on G2.com.

First of for me, the server is on Canadian soil which is necessary for my work. The agent who contacted me when I first inquired was great and most helpful! Set up was easy and straightforward. There's plenty of room for my large uploads and I've found it very easy to use. My clients are able to use it without issue. Overall it's been a great tool for my business that I use pretty much every day. Review collected by and hosted on G2.com.

I have had the odd person say they can't access the link but I think it may be due to their internal security measures as most are government related employees. Review collected by and hosted on G2.com.

I appreciate TitanFile for its strong security and ease of use, combined with a professional presentation. It provides secure messaging, structured file requests, and an organized portal that make document management far more efficient compared to traditional email communication. These features significantly enhance the client experience, as clients appreciate having a single, secure place to upload documents, review requests, and communicate with our team without worrying about privacy or security. Review collected by and hosted on G2.com.

The integration with Outlook is a little clunky. I would also like to see it integrate with Gmail so we can send secure emails directly from my email accounts. Review collected by and hosted on G2.com.

I really like how TitanFile abides by IRS rules for security, which gives me confidence in its use for sensitive communications. It's easy to use, and my clients also find it very simple to access and use. The platform truly makes my life easier by simplifying how I run my business, providing a straightforward, all-in-one place for everything I need. Additionally, the setup was really seamless, which was a nice surprise. Review collected by and hosted on G2.com.

Can't think of anything to improve Review collected by and hosted on G2.com.

I like TitanFile because it's a secure file sharing platform that allows me to send and receive large files safely. It provides strong encryption and an easy interface. What stands out to me is TitanFile's strong focus on security, with features like access control and file encryption, which let me decide who can view or download files. These features keep my files secure and private, allow me to control who can access them, and set expiration dates. The encryption ensures my data is protected at all times. Additionally, the initial setup was easy and straightforward. Review collected by and hosted on G2.com.

While TitanFile is very secure and reliable, there are a few that could be improved. The user interface could be modern and intuitive for new users. Review collected by and hosted on G2.com.

We like Titan File because it provides a safe and secure site for our customers to upload sensitive information. It has really cut down on the amount of fraudulent check orders that seem to be comprimised. Review collected by and hosted on G2.com.

We feel it should be easier to locate prior contacts that have already been added to our account. Review collected by and hosted on G2.com.

I appreciate the ease of usability, the clear interface, and the assurance of security and privacy. I've used it with many clients of mine and there have never been any issues. While I haven't needed to use their customer support, it does seem like their support options are easily accessible. They seem like a company with integrity and they care about their users experience. Review collected by and hosted on G2.com.

I can't think of any downsides or things I dislike about TitanFile. Review collected by and hosted on G2.com.