ProjectSend review
A focused, self-hosted file portal with permissions, audit trails, and client uploads.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
ProjectSend is an open-source client portal for private file exchange with clients, partners, teams, and other external users. It supports self-hosted deployments and an official hosted cloud edition, with client accounts and groups, file assignment, downloads, uploads, permissions, expiration dates, branding, and activity logs. Accounting firms, agencies, law firms, schools, healthcare providers, and photographers can use it when controlled, auditable document exchange matters more than broader client-work management.
The published plans are structured around account, storage, team, and support requirements. Free includes 3 active client accounts, 2 GB of storage, 1 workspace user, encryption, 2FA, a full audit trail, and community support. Pro includes 25 active client accounts, 100 GB of storage, 3 team seats, and 1-year audit history; its own domain and full white-label are listed as coming soon. Business adds unlimited active client accounts, single sign-on, enforced 2FA policies, CSV audit-log export, and priority support. Enterprise adds a dedicated region or deployment in the customer’s cloud account, annual contracts, assisted migration, and commercial licensing options.
Platform fit is a central strength. ProjectSend is available through the web, API, and self-hosted deployments, and supports REST API scoped tokens, S3-compatible storage, LDAP, Microsoft 365, Gmail, Zapier Webhooks, Make, and n8n. Security-oriented controls include encryption, two-factor authentication, granular roles and permissions, automatic file and access expiration, and filtered activity logging with CSV export. Choose ProjectSend for private, permissioned file sharing with open-source flexibility. Organizations needing verified work tracking or a broader client-service workspace should consider a more expansive alternative.
ProjectSend pros and cons
- Where it wins
- Open-source self-hosting with an official hosted cloud edition
- Granular permissions, expiration controls, 2FA, and audit trails
- Client uploads, REST API, and S3-compatible external storage
- Where it doesn't
- Core scope is centered on file exchange rather than work tracking
- Free plan supports 3 active client accounts and 2 GB of storage
- Custom domain and full white-label are listed as coming soon on Pro
ProjectSend fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update