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.

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As trusted by leading automotive brands

Aston Martin
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Lotus
Polestar
British Institute of Lasers
M0VE
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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.

FAQs

1
Security, Confidentiality & Professional Standards
Why do accounting firms need a specialised secure file sharing platform?

Client Confidentiality First: Accountants exchange tax returns, payroll data, and financial statements daily. Using email or consumer-grade cloud tools exposes these files to unnecessary risk. MX provides controlled, auditable transfers designed for regulated industries where confidentiality cannot be compromised.

Professional Duty of Care: With accounting firms under increasing scrutiny, ensuring that files are encrypted, traceable, and time-bound is a way of meeting professional obligations without adding complexity to workflows.

See how MX compares to mainstream tools in our guide: WeTransfer vs MX.

How does MX reduce risks compared to email attachments?

Email Attachments Are Risky: Files can be forwarded, misaddressed, or accessed long after their purpose has passed. MX avoids these pitfalls by ensuring that files are delivered only to named users, with no option for uncontrolled forwarding.

Practical Safeguards:

  • Expiry Settings: Files automatically expire after a set timeframe.
  • Recipient Controls: Only authorised clients or partners can access the material.
  • Audit Trails: Every action is logged, ready for compliance or dispute checks.

For accountants seeking GDPR-conscious workflows, visit our GDPR File Sharing page.

What encryption model protects sensitive accounting data?

Layered Security: MX applies AES-256 encryption in combination with its quantum secure patented methodology (ASR: Anonymise, Shard, Restore). Files are anonymised, split into shards, and reconstructed only at the client’s device.

Future-Proofing: While many providers use standard encryption, MX has incorporated quantum-resistant practices ahead of wider adoption, protecting financial data against tomorrow’s threats as well as today’s.

To explore this approach further, read our article on quantum-proof encryption.

2
Efficiency & Client Relationships
How does MX improve efficiency in day-to-day accounting workflows?

Simplified Exchanges: MX replaces back-and-forth email chains with a direct and auditable transfer process. Accountants can send large files like audit packs, payroll data, or tax records in seconds without file size restrictions.

Time Savings: With no need for passwords or zipped attachments, staff reclaim hours that would otherwise be wasted troubleshooting file delivery issues.

Explore our article on accelerating file transfers for more detail on balancing speed with security.

Can clients without technical expertise use MX easily?

Yes, Designed for Accessibility: Clients receive files through a clean, branded interface. There’s no need to create complex accounts or download third-party tools — access is straightforward and identity-based.

Trust-Building: For firms that manage sensitive client finances, offering a professional, secure portal strengthens credibility. Clients feel reassured that their information isn’t sitting in consumer-grade tools like Dropbox or sent through risky email attachments.

For inspiration, review how MX is used in our case studies.

What role does MX play in strengthening client trust during audits or reporting?

Professional Presentation: Secure transfers demonstrate that the firm takes data confidentiality seriously. This reassures clients and regulators that their information is handled with due diligence.

Traceable Processes: MX logs every transfer event, so accountants can show a clear record of how financial documents were shared and when. This is invaluable in the context of audits or disputes.

Client Reassurance: In a sector where reputation is paramount, offering a system built for secure file sharing for accountants directly supports stronger long-term relationships.

To see how other firms approach secure collaboration, visit our blog: Collaborate with Confidence.

3
Setup & Ongoing Support
Is MX easy for accounting staff to set up and use?

Straightforward Onboarding: MX is built to work out of the box without lengthy configuration. Accountants can begin sending secure files within minutes, making it ideal for firms with limited IT resources.

Minimal Training Required: The interface is intentionally simple, so staff can focus on client work instead of technology. For firms that want extra guidance, MX provides optional training materials.

For more detail on system features, visit our Features page.

What support is available if my team encounters technical issues?

Dedicated Help: MX offers responsive customer support, ensuring that firms can quickly resolve any questions. For accountants, this reduces the risk of delays during audits, reporting, or tax filing periods.

Available Resources:

  • Knowledge Base: Articles and tutorials to solve common issues.
  • Direct Support: Access to experts for more complex technical queries.
  • Refresh Training: Optional refresher sessions for new or seasonal staff.

For quick answers, you can also browse our FAQ hub.

Can MX be adapted to reflect the identity of an accounting practice?

Yes, Through Whitelabelling: Firms can apply their own logo, colours, and even a branded domain. This helps maintain a consistent professional identity while reassuring clients that they are interacting with the firm directly.

Why It Matters: A familiar, branded environment builds trust and reduces confusion for clients who are already wary of phishing risks or fraudulent links.

To see how branding options work in practice, start a free trial.

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  • 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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