Small business
Small business file exchange
Secure file sharing for small business, kept simple for the whole team
Send customer, supplier and project files through a route that occasional users can follow. Named access, expiry and an understandable record bring useful control without a large administration function.
Start with the workflow
Secure file sharing for small business without improvised workarounds
The aim is a clearer exchange route for the files and clients you already work with, not a transformation project or a system that needs its own operating manual.
Named users
Keep access associated with actual people instead of a forwarded open link.
Large files
Use the same route for larger customer, creative and project files.
Useful history
See what was sent and whether the recipient accessed it.
Beyond everyday sharing
Use the controls you need without carrying unnecessary complexity.
A browser-based workflow keeps the process approachable while providing stronger oversight for sensitive exchanges.
Named recipient access
Keep customer and supplier files tied to intended people.
Practical permissions
Apply tighter conditions to sensitive material when needed.
Configurable expiry
Stop files remaining available long after the job is complete.
Unlimited file size
Send high-resolution media, folders and substantial deliverables.
Complete audit trail
Give a small team answers without manual chasing.
Simple from send to review
A controlled process that a small team can actually keep using.
Use one consistent method across sales, operations, client delivery and outsourced providers.
Choose the recipient
Name the customer, supplier or contractor.
Set simple conditions
Apply permissions and expiry that fit the file.
Send the whole thing
Move the complete folder or media set in one go.
Check the outcome
Review access and delivery activity from the same exchange.
The seven-day trial supports up to five users and does not require a payment card.
The awkward files
Five moments where a small business usually wishes it had a record.
None of these are unusual. They come up in ordinary trading, and each one is easier to answer if the exchange left something behind.
Sending payroll to the accountant
Personal data about your own staff, going out every month, often from whoever is free that day. A named recipient and a month-end expiry turn a routine attachment into something you can explain.
A client asks what you sent
Three months later, somebody wants to know which version of the quote was issued and when. A retained activity record answers it faster than searching two mailboxes.
A large deliverable to a customer
Photography, video, drawings or a full project folder. Splitting it across consumer services is where control is usually lost, and where the file quietly stays available.
An unexpected change of bank details
A supplier emails new payment information. Verifying through a known contact before acting matters more than any file control, but a defined route makes the unusual request easier to spot.
Someone leaves
Links created from a personal account do not leave with the person who made them. Exchanges attached to the business are easier to review and close.
Five everyday decisions
Give a small team five decisions it can make correctly every time.
Small businesses need to move quickly between customers, suppliers, accountants, advisers and remote colleagues. They rarely have dedicated administrators watching every exchange. The safest process is one that reduces ambiguity.
Is this file sensitive?
Use concrete examples from the business: payroll, customer lists, identity documents, contracts, bank information and valuable designs. If disclosure would harm a person, customer relationship or the company, use the controlled route instead of a broadly shareable link.
Is this the right person?
Check the full address and organisation before sending, particularly when a request is new or urgent. Confirm unusual requests through an existing phone number or contact. A brief verification step can prevent a high-impact mistake.
How long is access needed?
Choose an end date that matches the task. Suppliers may need a file through quotation, while advisers may need it through a reporting deadline. Setting the window during creation is easier than finding forgotten links months later.
What should the recipient know?
Add a short explanation of the file, expected action and support contact. Clear instructions reduce failed access and avoid sending an unprotected duplicate when a recipient is confused.
What proves completion?
For important exchanges, confirm that the intended person accessed the file and retain the relevant record. Keep oversight proportionate: the objective is a dependable process, not a monitoring burden.
Write three examples down, then leave the rest alone.
Choose three common scenarios and write one sentence for each explaining when MX should be used. Put those examples in onboarding material and make sure at least two people know how to support the process. Review the rules after a few weeks: if people still choose email, find the friction and fix it.
MX is most useful when it is attached to a handful of recognisable business moments instead of presented as another tool for every document.
Seven-day trial
Try MX with a real customer or supplier exchange.
See whether named access, large-file handling and a clearer activity record fit the way your team already works.