--- title: "Pinstripe Sync | Private Client File Sharing" description: "Pinstripe Sync is the private file sharing space in the Pinstripe client portal." url: https://pinstripeservices.com/pinstripe-sync updated: 2026-09-27 publisher: Pinstripe Business Services LLC --- Client file sharing # Pinstripe Sync: Private File Sharing Inside Your Client Portal Pinstripe Sync is where Pinstripe clients send us documents and get finished work back. Upload statements, receipts, and contracts up to 100 MB each, file them in folders, and find them later, all in the same portal where you message and meet with us. [Sign In to Upload Files](https://pinstripeservices.com/auth) [Book a Fit Call](https://pinstripeservices.com/contact?source=pinstripe-sync&intent=consultation) - **File size:** Up to 100 MB per file - **Organization:** Folders for bookkeeping, contracts, receipts, and more - **Account needed:** The Pinstripe login you already have - **Cost:** Included with your Pinstripe engagement ## What Can You Do With Pinstripe Sync? The practical back-and-forth of an engagement, from source documents to finished reports, in one place. ### Drag-and-drop uploads Drop a statement, a spreadsheet, or a folder of photos into your portal. PDFs, Office files, images (including iPhone HEIC photos), CSVs, ZIP archives, audio, and video all work. ### Folders that match the work File each upload under Bookkeeping, Contracts & Legal, Receipts & Expenses, Reports & Analytics, or another folder, and move it later if it lands in the wrong one. ### Preview without downloading Open a file in the portal to check it is the right one before you send a message about it. ### Attach files to messages Add a document to a secure message in your portal so the file and the question about it stay together. ### Large uploads that resume If your connection drops during a big upload, choose the same file again in the same browser and it picks up where it stopped. ### Your files, whenever you need them Find and download anything you or Pinstripe shared, without searching old email threads for an attachment. ## What Documents Should You Upload? Upload whatever we need to do the work you hired us for. This is what typically goes in each folder. For bookkeeping, statements and receipts matter most, because they are what we reconcile your books against. | Folder | What to put there | | --- | --- | | Bookkeeping | Bank and credit card statements, loan statements, payroll reports, prior-year financials | | Receipts & Expenses | Receipts, bills, and invoices you want matched to transactions | | Contracts & Legal | Signed agreements, leases, vendor contracts, formation documents | | Reports & Analytics | Sales exports, inventory reports, dashboards you already use | | Business Consulting | Process notes, org charts, job descriptions, pricing sheets | | Business Automation | Spreadsheets and exports from the tools you want connected | | Web Design | Logo files, brand guidelines, photos, and copy for your site | New to working with a bookkeeper? The [monthly bookkeeping checklist](https://pinstripeservices.com/monthly-bookkeeping-checklist) shows what a month of clean books depends on, and the [year-end close checklist](https://pinstripeservices.com/year-end-close-checklist) lists the statements and forms your bookkeeper and CPA will ask for in January. ## How Do You Share a File With Pinstripe? Sign in, open the Pinstripe Sync tab, pick a folder, and drop the file in. We see it as soon as the upload finishes. 1. 1 ### Sign in to your workspace Use the same Pinstripe login you use for messages and meetings. 2. 2 ### Open the Pinstripe Sync tab Select Pinstripe Sync on your client dashboard. 3. 3 ### Choose a folder Pick the folder that fits the file, such as Bookkeeping or Contracts & Legal. 4. 4 ### Drop in your files Drag files onto the upload area or browse for them. Each file can be up to 100 MB. ## Why Not Just Use Email or a Shared Drive? You can, and we will never refuse a file because of how it arrived. But email caps attachment sizes and buries files in threads, and a shared drive is one more account and set of links to look after. Sync keeps every file in one place, next to the conversation about it. | Feature | Pinstripe Sync | Email attachments | A shared drive | | --- | --- | --- | --- | | Largest file | 100 MB | About 20 to 25 MB on most providers | Depends on your plan | | Where files end up | Folders in your Pinstripe portal | Scattered across threads | Wherever each person saves them | | Extra account | No, your Pinstripe login | No | Often, or a sharing link to manage | | Next to messages about the work | Yes | Only the thread it came in | No | ## Why We Built Pinstripe Sync Most bookkeeping and consulting work starts with the same request: send us your documents. We did not like asking clients to create another account, buy another subscription, or dig through email for a sharing link just to do that. It was friction for you and a loose end for us. Sync is not meant to replace the storage your business already runs on, and it is not a public file sharing service. It covers one relationship, yours with Pinstripe, so nothing we need for the work gets lost between inboxes. Sync is one part of the client workspace. You can also meet with us by video in [Pinstripe Talk](https://pinstripeservices.com/pinstripe-talk), follow your month-end progress in [Pinstripe Close](https://pinstripeservices.com/pinstripe-close), read your numbers in [Pinstripe Ledger](https://pinstripeservices.com/pinstripe-ledger), or see what we do with your documents on the [bookkeeping services](https://pinstripeservices.com/services/bookkeeping) page. ## Frequently Asked Questions ### What is Pinstripe Sync? Pinstripe Sync is the private file sharing space inside the Pinstripe client portal. Clients of Pinstripe Business Services use it to send us documents, such as statements, receipts, and contracts, and to get completed work back, all under the same login they use for messages and meetings. ### What is the largest file I can upload? Each file can be up to 100 MB. That covers most statements, spreadsheets, photo sets, and short videos. If you need to share something larger, message us and we will set up another way. ### Who can see the files I upload? Files are tied to your client account and visible to the people with access to it, which means you and the Pinstripe team working with you. Sync does not create public sharing links. ### What file types does Pinstripe Sync accept? PDF, Word, Excel, PowerPoint, text and CSV files, common image formats including HEIC photos from an iPhone, ZIP, RAR, and 7z archives, MP3 and WAV audio, and MP4 and MOV video. ### Can I delete a file after I upload it? Yes. You can delete files you uploaded from your portal. If you are not sure whether we still need a document, send us a message first. ### Do I need Dropbox, Google Drive, or another account? No. Sync is part of your Pinstripe client workspace, so there is no separate storage account to create or sharing link to manage. ## Have Documents to Send? Clients can upload them now from the portal. Not a client yet? Book a 30-minute fit call and tell us what you are working on. [Sign In to Your Workspace](https://pinstripeservices.com/auth) [Book a Fit Call](https://pinstripeservices.com/contact?source=pinstripe-sync&intent=consultation) ## Related Resources Thought Leadership ### [Looking for a Small Business Bookkeeper on Long Island? Here's What to Know Before You Hire One](https://pinstripeservices.com/blog/small-business-bookkeeper-long-island) Choosing a bookkeeper is more than finding someone to categorize transactions. Here is what to expect, what to ask, and how Long Island business owners can hire the right one. [Read more](https://pinstripeservices.com/blog/small-business-bookkeeper-long-island) Blog ### [How Much Does Bookkeeping Cost for a Small Business on Long Island?](https://pinstripeservices.com/blog/bookkeeping-cost-long-island) Bookkeeping costs vary by transaction volume, account complexity, payroll, and the condition of the books. Here is what Long Island business owners are actually paying for and how to compare quotes properly. [Read more](https://pinstripeservices.com/blog/bookkeeping-cost-long-island) Thought Leadership ### [How to Organize Your Business Finances in 2026 (Without Falling Behind)](https://pinstripeservices.com/blog/organize-business-finances-2026) A practical guide for small business owners to streamline bookkeeping, automate finances, and build a clean financial foundation in 2026. [Read more](https://pinstripeservices.com/blog/organize-business-finances-2026) Thought Leadership ### [What Tax Season Reveals About Your Business (Most Owners Ignore This)](https://pinstripeservices.com/blog/what-tax-season-reveals-about-your-business) Tax season forces business owners to look at their numbers. What most people miss is what those numbers are actually telling them. [Read more](https://pinstripeservices.com/blog/what-tax-season-reveals-about-your-business) Thought Leadership ### [The Real Cost of Not Tracking Business Expenses (And Why It Adds Up Fast)](https://pinstripeservices.com/blog/real-cost-not-tracking-business-expenses) Ignoring expense tracking doesn't save time. It costs you money. Here's what disorganized finances actually cost your small business. [Read more](https://pinstripeservices.com/blog/real-cost-not-tracking-business-expenses) Thought Leadership ### [Tax Day Is Today. Here's What It Looks Like When Your Books Are Actually Done Right](https://pinstripeservices.com/blog/tax-day-books-done-right) Tax season should not feel like a scramble. When your books are handled properly throughout the year, today becomes just another step, not a stressful deadline. [Read more](https://pinstripeservices.com/blog/tax-day-books-done-right) --- Source: https://pinstripeservices.com/pinstripe-sync. Contact: https://pinstripeservices.com/contact