Secure File Sharing with Clients and Partners

Protect client relationships with secure file sharing built for confidentiality. My MX Data applies strict access permissions for every file.

Send proposals, reports, or private data while keeping trust and compliance intact.

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As trusted by leading automotive brands

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

How MX Stacks Up Against the Competition

Sharing with clients needs to feel simple, but remain secure. My MX Data applies controlled access, encrypted delivery, and proof of receipt without adding complexity.

It works best in Security & Compliance, File Control, Collaboration, and Client Project Work.

✅Client-Ready Quantum Protection - MX applies its ASR methodology so client exchanges stay confidential and verifiable. ℹ️ What does this mean?ASR (Anonymize, Shard, Restore) breaks files into anonymized shards, routes them along isolated secure paths, and restores them only for authorized client users, surpassing standard AES-256 setups.

✅Auditable Client Access - Every view, comment, and download is recorded with timestamps for clean engagement records.

✅Supports HIPAA, CCPA & ISO 27001 - Maintains strict permissions and encryption throughout client communications.

❌WeTransfer stores files unencrypted at rest, undermining confidentiality with clients and partners.

❌Google Drive and Dropbox usually need policy changes to fit regulated client workflows.

Security & Compliance

✅Named User Access Only – Clients and partners must use verified accounts to view or retrieve files, which keeps sharing tightly controlled and traceable.

✅Choose Data Location – Host client documents in a preferred region to align with contract terms and privacy rules.

🟡Practical File Controls – Upload, download, and monitor activity logs without the overhead of a full DMS stack.

❌No Real-Time Sync – Purpose-built for deliberate, secure handoffs, not constant synchronization.

File Control

✅Client-Ready Transfers – Deliver sensitive client files with encryption, delivery confirmation, and clear tracking.

✅Conversation-Linked Messaging – Keep comments and approvals tied directly to each file exchange.

✅Professional Branded Portals – Give clients a secure space that reflects your company’s identity.

🟡No On-Platform Editing – Prepare and finalize documents before uploading.

Collaboration

✅No Limits on File Size – Share complete project folders or single large files without daily restrictions. Google Drive enforces 750GB/day, and WeTransfer free stops at 2GB.

✅Custom-Branded Secure Portals – Receive confidential files directly through encrypted, company-branded pages. Consumer tools rarely provide this level of presentation and security.

❌Not a Storage Platform – MX is designed for secure transfers, not as a place to store files permanently like Dropbox or OneDrive.

Client Project Work

How MX Enables Secure Client File Sharing

Clients expect confident privacy. MX encrypts every exchange end to end, binds access to named people and preserves a crisp audit trail. Clean handoffs, clear proof, happier clients.

HIPAA
Clinics sharing records with patients or partners cannot afford HIPAA gaps. MX encrypts each transfer, keeps logs and reassures clients that sensitive health data is safe.
CCPA
Clients expect privacy, and CCPA backs that expectation with law. MX gives businesses auditable proof of secure file handling and precise control over who can access client information.
SOX
SOX compliance in client communication means every shared document must be traceable. MX provides encryption and reporting, so finance teams meet the requirement while keeping clients confident.
GLBA
Financial advisers live under GLBA’s umbrella. MX ensures client records are shared securely with audit trails that protect both the firm and the individual.
FISMA
Government contractors sharing files with clients often face FISMA scrutiny. MX applies encryption, strict permissions and complete logging to satisfy that need.
FERPA
FERPA requires that client style sharing of student information remains private. MX enforces encryption and user specific visibility to keep institutions compliant.
ITAR
Defence firms exchanging restricted designs with clients must respect ITAR. MX enforces geographic limits and encryption, ensuring sensitive technical files stay within the right circles.
CJIS
Law firms or consultancies working with law enforcement material need CJIS alignment. MX records every exchange, proving files were kept under tight control.
IRS 1075
Accountants sharing taxpayer records with clients fall under IRS 1075. MX encrypts files and captures every access which makes the process secure and auditable.
NIST 800-171
Contractors under NIST 800-171 must prove client file exchanges are protected. MX enforces encryption and role based access, providing evidence that aligns with the standard.
Feature Description
🔒
Quantum-Safe Client Exchanges
MX pairs ASR with AES-256 so client files travel privately across networks and regions. Keys are scoped to the exchange for tight control.
👤
Named Recipients & Identity Checks
Bind decryption to specific clients or contacts. Every open or download is tied to identity, IP and timestamp which keeps ownership crystal clear.
🛡️
Compliance Alignment for Client Work
Supports frameworks like HIPAA, ITAR, ISO and many more. MX blends encryption, permissioning, retention options and audit ready logs so reviewers see proof fast without heavy admin.
🧳
Branded Client Portals & Requests
Invite clients to a clean, branded portal to send or receive files. Encryption applies from first byte which keeps intake orderly and protected.
📩
Delivery Confirmation & Read Receipts
Know a package arrived, was opened and by whom. That certainty resolves disputes quickly and shortens audits.
📝
Consent Capture & Notes on Record
Capture acknowledgements, add short notes and keep everything attached to the exchange. Useful for regulated signoffs and client acceptance.
⏲️
Expiry Windows & Instant Revocation
Set time boxed access and revoke in one click. Prevent stale links and keep circulation tight around sensitive files.
📦
Large File Support for Clients
Share CAD, imaging and media without imposed size limits. Throughput stays steady while encryption and tracking remain intact.
👁️
Organisation Wide Activity Ledger
Search views, downloads and forwards with identity, IP and timestamp. Instant evidence for investigations and periodic reviews.
🔑
SSO & Multi Factor Access
Connect your identity provider then require a second factor for higher risk actions. That blend cuts account takeovers across busy teams and vendors.
🚫
No Public Links for Client Files
Disable open URLs that drift beyond your perimeter. MX routes sharing through authenticated sessions and named recipients which keeps exposure low.

FAQs

1
Confidentiality, Trust & Professional Standards
How does MX give clients confidence their files are safe?

Visible Security: Every transfer is fully encrypted and logged, giving businesses the ability to show provable evidence of how data was handled. Instead of files disappearing into inboxes or generic cloud links, MX makes protection tangible.

Why That Matters: Research shows 80% of clients say trust in data handling influences their choice of provider [PwC]. With MX, that trust is clear from the very first exchange.

See more real-world examples in our Case Studies.

Can clients access files without complex logins or software installs?

Straightforward Access: Recipients are sent a secure, identity-based invitation. No extra apps, no downloads. It feels easy for them, but the exchange still carries the weight of enterprise security.

Practical Advantage: Clients only see the file meant for them. It’s as familiar as opening an email attachment, except without the hidden risks.

For a breakdown of how usability is handled, see our Features section.

What makes MX safer than sending client files by email?

Built as a Replacement: Email was never designed for sensitive data. Attachments can be forwarded, intercepted, or left sitting in inboxes indefinitely. MX avoids those pitfalls by using expiry controls, download limits, and identity-based access.

Clear Records: Every action is tracked, so businesses can prove who received a file and when. That audit trail doesn’t exist in standard email systems.

With 94% of organizations hit by phishing or email-based threats [Proofpoint], MX provides a safer path for client exchanges.

Can MX provide evidence of file delivery if a client disputes receipt?

Yes, With Immutable Logs: MX records every stage of a transfer, from dispatch to the moment the recipient opens it. These logs can’t be altered and stand as verifiable evidence in the event of a dispute.

Why It Matters: In law, finance, or healthcare, the ability to prove secure delivery can prevent regulatory challenges or costly liability issues.

See how this evidence works in regulated industries in our article on secure transfer compliance.

2
Efficiency & Client Experience
How does MX make client onboarding easier?

Straightforward First Step: New clients don’t have to juggle multiple accounts or apps. MX gives them a direct, secure route for exchanging files from the start. That smooth entry point cuts out the usual early obstacles.

Professional From Day One: Delivering files through a system built for confidentiality sets the right tone and shows clients their information is treated with care from the outset.

See how this works in practice in our Case Studies.

Can MX help reduce back-and-forth when exchanging sensitive documents?

Yes, Clearer Workflows: With audit logs and expiry controls in place, there’s no need to resend links or check if a file went missing in someone’s inbox. Clients always know where to go for access.

Faster Results: By removing failed attachments and blocked transfers, projects move forward without unnecessary holdups. Both teams and clients get time back.

Read more in our article on collaborating with confidence.

Does MX support repeat exchanges with the same clients?

Yes, Built for Ongoing Work: Firms that serve long-term clients, whether accountants, consultants, or law practices, can create recurring secure exchanges without rebuilding the process each time.

Consistency Matters: Clients know exactly how to access files every time, which builds confidence and avoids the confusion of switching between tools.

For examples specific to accounting, see our File Sharing for Accountants page.

What benefits does MX bring compared to client portals?

Flexible and Light: Traditional portals usually come with extra logins, training, and setup steps. MX delivers the same level of security without the heavy lift or technical overhead.

Less Admin, Strong Security: Teams can send files securely without relying on IT to maintain bulky portal software, while clients enjoy quick, direct access.

For more on this topic, visit our page on Secure Portals.

3
Support & Assurance
What happens if a client accidentally deletes their secure file link?

Quick Recovery: Admins can reissue access instantly without needing to upload the file again. This saves time and lets clients get back to work without disruption.

Still Secure: Even when a link is regenerated, it stays tied to the original named recipient, so access remains tightly controlled.

Find more about access controls on our Features page.

If a client disputes receiving a document, can MX provide evidence?

Yes, Through Audit Trails: MX captures every step of a transfer, from upload to the exact time a recipient opens it. These logs can be exported and used as evidence in regulatory reviews or contractual disputes.

Why It Matters: Transparent tracking reduces the chance of misunderstandings and strengthens accountability on both sides.

How does MX reassure clients about long-term confidentiality?

Temporary by Design: Files are only held long enough to complete the exchange, then removed from MX servers. Nothing lingers online unnecessarily.

This gives clients confidence that their information won’t sit exposed beyond its intended use.

What support is available if clients face issues accessing files?

Responsive Help: MX offers direct support for businesses and their clients, ensuring technical problems are resolved quickly before they impact workflows.

Self-Service Options: Clients also have access to guides and FAQs, letting them solve routine questions without leaning on your team for every issue.

Explore available assistance on our Contact Us page.

Stay Updated With the Latest in the Industry​

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  • Client Handoff Security
    Send or receive sensitive client documents with full control over access expiry, recipient identity, and data tracking.
  • Sensitive Client Data
    Transfer client files securely using audit logs, temporary links and user-based access controls that protect privacy at every step.
  • Audit-Friendly Sharing
    Each file shared with a client is timestamped, logged, and accessible to admins for dispute resolution or regulatory review.
  • Client-Specific Access
    Every client must be a named user to open shared files, helping maintain confidentiality and trust throughout the client lifecycle.
  • Share Client Batches
    Send full client folders or archives at once, without worrying about file size caps or breaking uploads into smaller pieces.
  • Client Delivery Speed
    Clients receive files instantly once sent, thanks to low-latency encrypted delivery and no platform throttling.
  • Client File Comments
    Send instructions, checklists, or context along with client files so they receive everything they need in one secure handoff.
  • Client Branding
    Style the client handoff process with your business visuals so each exchange is branded and secure.
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