Share confidential documents with clients through a controlled, auditable exchange built around named recipients. MX replaces exposed attachments and public links with AES-256 protection, clear access conditions and evidence your team can review.
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The sender selects the named recipient, adds context and applies access conditions.
The intended person receives the file through a clear, branded client experience.
The quickest route is not always the safest. MX keeps the recipient, purpose and activity record together, making secure client file sharing easier to govern than attachments, forwarded threads or public links.
Downloads move into inboxes, personal devices and forwarded conversations. The original sender has limited visibility once the document leaves.
Files are exchanged between named users with protection, expiry options and activity records attached to the handoff.
Clients, advisers and reviewers can join the same matter for different reasons. Select a participant to see how the secure exchange can present an appropriate view.
The client can open released documents, provide requested files and respond without seeing internal notes or unrelated information.
MX combines named access, time conditions, protected handling and activity evidence so confidential client file sharing does not depend on trust alone.
Exchange files with specified people rather than creating anonymous links that can be copied or forwarded.
Limit how long an exchange remains available so client access does not need to stay open indefinitely.
AES-256 works with MX's quantum secure patented methodology, ASR, throughout the controlled transfer.
Review when an exchange is created, accessed, updated or completed without rebuilding events from inboxes.
Custom white labelling helps the exchange feel familiar from invitation to receipt. Your logo, colours and client-facing identity can support confidence while MX provides the controlled security layer underneath.
Your files will be returned to the named matter team through the protected MX exchange.
From initial onboarding to final delivery, MX keeps sensitive documents in a route that remains understandable to your team and straightforward for the client.
Request identity records, signed terms and supporting information, then keep every response connected to the correct client exchange.
MX provides encryption, named access, controlled availability and activity records that can help organisations demonstrate how sensitive files were exchanged.
A secure client exchange should improve control without making the experience awkward for the people sending or receiving files.
Secure client file sharing is a controlled way to exchange confidential documents with customers, advisers and other external participants. Unlike an email attachment, an MX exchange is created for named users and keeps the recipient, file activity and access conditions connected to the handoff. This gives the sender more visibility than a copied attachment or reusable public link.
MX is designed for short-term, accountable file exchange rather than permanent cloud storage. Teams can use it alongside their existing systems when a document needs stronger protection, a clear recipient and a reviewable delivery record. The secure file sending platform also supports large files without forcing staff to split an archive across several messages.
The ICO's data security guidance emphasises appropriate technical and organisational measures. MX provides controls that can support those measures, while your organisation remains responsible for its policies and decisions.
Yes. MX can support two-way client file sharing, allowing an authorised client to receive documents and return requested material through the same controlled exchange. This is useful for onboarding packs, signed agreements, identity evidence, financial records, project files and other information that should not be sent through an ordinary attachment.
A secure client upload portal gives the recipient a clear destination while helping your team avoid personal inboxes, open upload links and disconnected file requests. Custom white labelling can also present your logo, colours and client-facing identity, so the secure process feels like part of your service rather than a separate consumer platform.
The NCSC cloud security principles highlight identity, authentication and protection of data in transit. MX helps organisations apply those ideas to client-facing file exchanges without becoming a long-term repository.
MX centres access on named users rather than anonymous public URLs. The sender chooses the intended participant and can apply conditions that reflect the purpose of the exchange. A client may need to download a pack and upload a response, while an adviser or reviewer may only require selected material. This reduces the risk of giving every external participant the same broad view.
Multi-factor authentication can add another verification step, and expiry settings can close access when the transaction, matter or review period ends. These controls work well for professional services, including secure accountant file sharing and financial-services document exchange, where recipient certainty and traceability are especially important.
The NCSC guidance on multi-factor authentication explains why an additional factor can reduce the impact of compromised passwords. MX can incorporate stronger identity checks as part of a controlled client workflow.
MX can help facilitate GDPR-aligned client file exchange by providing encryption, named-user access, time-bound availability and activity records. Those controls can make it easier to explain how a sensitive document was sent, who was expected to receive it and what happened during the exchange. They can also reduce reliance on attachments that remain in multiple inboxes after the business purpose has ended.
The platform does not guarantee compliance. Your organisation must still establish a lawful basis, minimise the personal data requested, configure access correctly and apply appropriate retention rules. The GDPR file-sharing guidance and ISO-aligned file exchange information explain how MX controls can fit within a wider governance programme.
The ICO accountability and governance guidance makes clear that organisations must be able to demonstrate responsible processing. MX can support that evidence, but policies and operational discipline remain essential.
Yes. Custom white labelling allows the client-facing exchange to reflect your organisation's visual identity rather than presenting a generic third-party upload screen. A familiar logo, colour treatment and branded environment can reassure clients that they have reached the correct destination before they submit confidential information or open an important document pack.
Branding does not replace security, but it can make the secure route easier to recognise and use. Combined with named access, clear instructions and connected conversations, it helps client teams provide a consistent experience from the first request to final delivery. Organisations can review the wider MX secure file-sharing features or speak with the MX team about a client workflow and branding requirements.
ISO's overview of ISO/IEC 27001 describes a risk-based information-security management approach. White labelling improves familiarity, while MX's access, protection and evidence controls support the underlying security process.
Keep recipients named, access deliberate and every important action connected to the exchange.
