Secure File Sharing Solutions for Accountants

Keep client accounts protected with secure file sharing built for accountants. My MX Data secures financial statements and tax files with encryption.

Transfer documents confidently, knowing audit trails and access controls are in place to protect sensitive information.

No Credit Card Required

As trusted by leading automotive brands

Aston Martin
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Aston Martin
Jaguar Land Rover
Lotus
Polestar
British Institute of Lasers
M0VE
WIWY

How MX Stacks Up Against the Competition

Some tools leave security settings optional. My MX Data builds them in, with end-to-end encryption, permission control and full traceability to protect confidential financial records.

It is strongest in Security & Compliance, File Control, Collaboration and Large File Handling.

✅Quantum-Resilient Protection for Financial Files – MX uses its ASR methodology to keep statements, tax packs, and working papers private through every exchange. ℹ️ What does this mean?ASR (Anonymise, Shard, Restore) converts files into anonymised shards, transports them via distinct secure routes, and restores them only for authorised clients and staff, giving stronger protection than AES-256 alone.

✅Precise Audit Logs – Time stamped records show exactly who accessed financial documents, supporting tidy reviews and assurance work.

✅Supports GDPR, UK DPA & ISO 27001 – Maintains tight encryption and permission control suitable for accountancy practices.

❌WeTransfer stores data unencrypted at rest, creating needless exposure for client records.

❌Google Drive and Dropbox require additional policy tuning to satisfy audit and compliance demands.

Security & Compliance

✅Named User Access Control – Only authorised individuals can share or receive files, reducing compliance risks.

✅Region-Specific Data Storage – Store data in the jurisdiction that matches your regulatory needs.

🟡Core File Functions – Upload, download, and monitor activity without advanced document management tools.

❌No Continuous Sync – Intended for controlled, deliberate file exchanges rather than automatic updates.

File & Access Management

✅Confidential Financial Transfers – Send statements, workpapers, and tax files with encryption and meticulous access logging for audit comfort.

✅Threaded Messaging by File – Keep client queries, notes, and approvals bound to the document they reference, which avoids confusion later on.

✅Firm-Branded Portals – Clients interact through your domain and styling, so the process feels polished and trustworthy from start to finish.

🟡Edits Outside the Platform – Adjust spreadsheets or PDFs in your tools, then deliver through MX for secure, traceable exchange.

Collaboration

✅Unlimited Transfer Size – Handle bulk financial documents, large datasets or scanned files without restrictions. Google Drive’s daily cap is 750GB, and WeTransfer free is capped at 2GB.

✅Encrypted Accounting Portals – Receive sensitive client data through secure, firm-branded upload points. Consumer file-sharing tools aren’t built for this level of confidentiality.

❌Not a Storage Platform – MX is for transferring files quickly and securely, not for holding them long-term like Dropbox or OneDrive.

File Transfer & Storage

How MX Helps Business achieve Compliance

Accountants handle some of the most sensitive client data. My MX Data safeguards it with complete end-to-end encryption and transparent, auditable transfer records to meet strict compliance obligations.

GDPR Compliance
MX facilitates GDPR-ready file sharing for accountancy firms through quantum-grade encryption, comprehensive audit trails, and sovereignty tools that help protect confidential financial and personal data.
ISO 27001
Through encrypted storage, precise user access allocation, and continuous activity logging, My MX Data helps organisations progress towards ISO 27001 certification goals.
FSQS
For secure file sharing for accountants, FSQS registration supports safe client data transfers with encryption that helps meet industry-specific compliance obligations.
Cyber Essentials Plus
My MX Data aligns with Cyber Essentials Plus by enforcing strict user access, monitoring for malware, and applying quantum-level encryption that supports with compliance for file handling.
UK Security Council
The platform upholds UK Cyber Security Council guidance through encryption at a quantum scale, tightly managed access permissions, and reinforced resilience strategies which help achieve compliance.
Data Protection Act 2018
With encryption engineered for quantum security, My MX Data supports DPA compliance using named-user controls and UK-based storage to maintain legal jurisdiction.
AES-256 Encryption
For secure file sharing for accountants, My MX Data protects financial statements and client records using AES-256 encryption and quantum-level technology, which supports with confidentiality and helps achieve compliance readiness.
SOC 2
For secure file sharing for accountants, SOC-2 alignment uses named-user access, activity monitoring, and quantum-secure encryption that facilitates compliance around sensitive financial records.
ISO 27018
Aligned with ISO 27018, the platform combines role-based access control, auditable system logs, and patented quantum encryption that facilitates compliance for personal data in cloud environments.
FCA
My MX Data’s encryption technology, controlled file permissions, and unbroken audit trails align with FCA workflows, supporting with compliance for sensitive data exchanges.
Feature Description
🔒
Quantum-Safe Encryption
Encrypts every document using ASR plus AES-256. It keeps client statements, tax files and financial records secure and quietly supports compliance duties.
👤
Named Recipient Control
Shares files only with specific, authorised names. Each view, download and exchange is recorded, giving a clear record for client accountability.
🛡️
Compliance Assurance
Encryption, tracking and controlled access help accountants meet GDPR, FCA, ISO 27001 and SOC-2 requirements. Security is stitched into every file-sharing step.
📊
Real-Time Logs
Tracks file activity as it happens - uploads, downloads, views. Handy for audit preparation or double-checking exchanges with HMRC or clients.
📤
No Size Restrictions
Send comprehensive financial reports or detailed data bundles without worrying about file size caps. It’s convenience that scales with your workload.
🔐
Secure Upload Portals
Clients can submit documents securely through branded portals. Everything is encrypted right from submission - no risk of exposure mid-transfer.
👁️
Access Tracking
Logs who accessed files, from where, and when - complete with IPs. It’s essential visibility for complying with professional standards and client transparency.
🔑
Multi-Factor Authentication
Adds a second verification step on login. It’s a small action that keeps sensitive tax and financial records well protected.
🚫
No Public Links
Public sharing links are disabled. Only authorised clients or colleagues can access the documents, ensuring confidentiality is maintained.
Our Blog

Built for accountants who handle highly sensitive financial records.

By encrypting files at a quantum level, My MX Data supports accountants in meeting compliance expectations. It eliminates public sharing risks and ensures full visibility over every exchange.

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Try All Of Our Features Free for 7 Days!

To get started with your 7 day free trial, please fill out the form, and unlock all of our features for up to 5 users!

  • Secure Accounting Files
    Protect financial records with encryption, permission settings, and access logs that align with accountant regulatory responsibilities.
  • Track Sensitive Transfers
    Keep logs on every shared financial file to help you meet audit and documentation rules from regulators and clients alike.
  • Finance Workflow Tools
    Match financial approval cycles by setting permissions, review windows, and client-specific upload destinations within one secure platform.
  • Access for Accountants
    Files are restricted to verified accountants and clients, supporting regulatory obligations without exposing sensitive documents.
  • Tax File Transfer
    Upload large account files like audit folders or spreadsheets in one secure step with size-agnostic infrastructure.
  • Speed for Accountants
    Deliver end-of-year files or reports to clients in seconds with full encryption and no upload bottlenecks.
  • File Notes for Clients
    Leave comments or client-specific notes directly on shared financial files to simplify back-and-forth conversations.
  • Branded Financial Portals
    Let clients upload or download tax documents and reports in a portal that clearly represents your firm’s identity.
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