Secure File Sharing for Accountants and CPAs

Protect client accounts with secure file sharing for accountants. My MX Data secures financial reports and tax files using encryption.

Transfer documents knowing audit trails and access controls will protect sensitive content.

No Credit Card Required

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

How MX Stacks Up Against the Competition

Accountants handle highly sensitive financial data. My MX Data ensures it stays protected with full encryption, secure client portals, and delivery verification on every file sent.

It excels in Security & Compliance, File Control, Collaboration, and Large File Management.

✅Built for Financial Confidentiality - MX applies its ASR methodology to ensure sensitive tax, payroll, and audit files remain private. ℹ️ What does this mean?ASR (Anonymize, Shard, Restore) breaks files into anonymized shards, moves them through isolated secure channels, and restores them only for verified recipients, strengthening compliance beyond AES-256.

✅Detailed Client Access Logs - Every share, download, and view is timestamped to support accounting and audit requirements.

✅Supports HIPAA, CCPA, ISO 27001 & FINRA principles - Delivers controlled access and encryption fit for finance professionals.

❌WeTransfer leaves files unencrypted at rest, creating unnecessary risk for client data.

❌Google Drive and Dropbox may require manual security checks before client work can be shared.

Security & Compliance for Accountants

✅Named User-Only Access – Returns, workpapers, and statements are shared only with authorized accounts, which protects client confidentiality.

✅Set Your Data Region – Keep financial documents in a chosen region to satisfy firm policy and regulatory rules of engagement.

🟡Focused File Features – Upload, download, and check activity records quickly, without bolting on a full DMS layer you do not need.

❌No Real-Time Sync – Exchanges are intentional and logged, not continuously synced across machines.

File Control for Accountants

✅Sensitive Financial Transfers – Exchange tax records, reports, and financial data with encryption and timestamped logs.

✅Message With Context – Keep discussions and clarifications linked to the relevant financial file.

✅Branded Client Portals – Offer clients a secure, professional space for document exchanges.

🟡No Live Co-Editing – Make changes before uploading documents for secure transfer.

Collaboration for Accountants

✅Send Without File Size Limits – From full tax archives to client audit data, you can transfer freely. Google Drive restricts uploads to 750GB/day, and WeTransfer free is capped at 2GB.

✅Branded Encrypted Client Portals – Receive confidential financial records directly through secure, customized intake pages. This goes beyond what consumer tools typically offer.

❌Not a Storage Service – MX ensures safe delivery of files, but isn’t meant to store them permanently like Dropbox or OneDrive.

Large File Management for Accountants

How MX Helps Accountants share Files Securely

Clients trust you with sensitive numbers. MX encrypts every exchange end to end, ties access to named people and keeps a crisp audit trail for each engagement. Fast to use, rigorously controlled, friendly for reviews.

HIPAA
Accountants handling health benefits data cannot cut corners. MX encrypts files, logs access and helps firms show HIPAA care without adding clunky systems.
CCPA
Clients expect accountants to guard their details, and CCPA makes that law. MX provides a paper trail for every file shared and permissions that keep sensitive numbers locked to the right people.
SOX
SOX demands transparent reporting from finance pros. MX makes life easier by encrypting financial records in transit and documenting each handoff, so audits do not turn into nightmares.
GLBA
GLBA asks accountants to treat financial data as sacred. MX protects transfers with encryption and activity logs, showing regulators and clients that confidentiality was not compromised.
FISMA
When accountants work with federal contracts, FISMA creeps in. MX applies encryption, access rules and full logs which ensures compliance is part of daily work, not just audit season.
FERPA
Universities’ finance departments deal with student records. MX encrypts those files and grants access only to verified users which eases FERPA worries for academic accountants.
ITAR
Defence contractors’ finance teams still touch ITAR sensitive material. MX ensures encryption and geo restrictions keep those documents secure in transit.
CJIS
Law enforcement audits sometimes involve accountants. MX records every transfer, limits access and delivers CJIS ready logs.
IRS 1075
IRS 1075 looms large for tax practitioners. MX encrypts taxpayer files and logs activity which gives accountants an easy way to prove they meet the standard.
NIST 800-171
NIST 800-171 rules apply to federal contract work. MX enforces encryption and records access so accountants tied to government projects stay compliant.
Feature Description
🔒
Quantum-Safe Encryption for Client Files
Protect returns, statements and workpapers with MX ASR plus AES-256. Keys are scoped to each exchange which keeps content private across firms and clients.
👤
Named Recipients with Engagement Roles
Invite the client, the reviewer and the partner with scoped rights. Every open or download is tied to identity, IP and timestamp which removes guesswork later.
📁
PBC Request Lists & Client Intake
Request bank statements, payroll exports and receipts from a branded portal. Track who uploaded which item and when which keeps engagements tidy.
🧾
Evidence Packs for Auditors
Export a clean ledger of delivery, opens and actions for a date range or engagement. Hand it to audit or attach to workpapers without extra prep.
✅
Read Acknowledgements & Approvals
Capture that a client viewed a draft, a partner approved a final or a junior confirmed a checklist. Each action lands on the record for later proof.
📦
Large File Support for Backups & Exports
Move QuickBooks backups, GL exports and chunky PDFs without imposed size caps. Throughput stays steady while encryption and tracking remain intact.
🛡️
Accounting Compliance Alignment
Supports frameworks common to firms like SOX, GLBA, HIPAA where relevant, ISO and many more. MX blends encryption, role based access, retention choices and audit ready logs so reviewers see proof fast.
⏲️
Year-based Retention & Instant Revocation
Apply retention by tax year, revoke a share in one click and prevent stale links from lingering. Keeps client circulation tight and policy aligned.
💬
Notes, Mentions & Context on File
Add a short note, tag a colleague and keep context with the file. Feedback lives next to the artefact which trims email chains and confusion.
🔑
Client MFA & SSO Options
Require a second factor for client access or connect your identity provider for staff. That blend reduces account takeovers across busy seasons.
🚫
No Public Links by Design
Turn off open URLs that leak beyond your perimeter. All access flows through authenticated sessions and named recipients which keeps exposure low.

FAQs

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

Protecting Client Trust: Accountants handle tax filings, payroll details and balance sheets every day. Relying on email or generic cloud storage creates unnecessary exposure. MX delivers auditable, tightly controlled transfers tailored for professional services where confidentiality is non-negotiable.

Meeting Professional Obligations: Firms are expected to prove diligence in data handling. Encryption, traceable delivery and time-limited access help accountants fulfill that duty without creating complicated workflows.

See how MX stacks up against popular tools in our guide: WeTransfer vs MX.

How does MX reduce risks compared to email attachments?

Safer Than Attachments: Emails can be misaddressed, forwarded without consent or left sitting in inboxes indefinitely. MX eliminates these risks by restricting delivery to verified recipients with no option for uncontrolled sharing.

Key Safeguards:

  • Expiry Dates: Files are set to disappear once their purpose is complete.
  • Recipient Verification: Only authorized users gain access, no exceptions.
  • Full Traceability: Every action is logged for compliance checks or dispute resolution.

For accountants working under US frameworks like SOX or IRS 1075, see our compliance resources.

What encryption model protects sensitive accounting data?

Multi-Layered Defense: MX combines AES-256 encryption with its ASR process (Anonymize, Shard, Restore). Files are split into encrypted shards, anonymized, and only reassembled by the intended recipient.

Ahead of the Curve: While many services rely solely on traditional encryption, MX already applies quantum-resistant methods, giving firms protection against tomorrow’s decryption risks as well as today’s threats.

Dive deeper into this approach in our article on quantum-proof encryption.

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

Streamlined File Delivery: MX cuts out messy email chains by offering a direct, auditable transfer channel. Accountants can move audit packs, payroll files or tax returns without worrying about file size limits or attachments bouncing back.

Real Time Savings: Staff no longer need to zip, password-protect or resend files. That reclaimed time can go back into servicing clients instead of troubleshooting delivery issues.

See practical ways to speed up secure sharing in our article on accelerating file transfers.

Can clients without technical expertise use MX easily?

Yes, Client-Friendly by Design: Recipients access files through a clean, branded interface. There’s no need for third-party apps or complicated account setups — access is tied directly to their identity.

Confidence From Day One: Firms working with sensitive financial data can show professionalism immediately. Clients see that their information isn’t floating around on Dropbox or buried in insecure email threads.

Read how other firms streamlined onboarding in our Case Studies.

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

Demonstrating Professionalism: Sharing through MX shows clients and auditors that confidentiality isn’t an afterthought. Every file is delivered through a secure channel built for financial services.

Complete Traceability: Every transfer is logged, giving firms a clear record of what was sent and when. That visibility is invaluable when questions arise during audits or regulatory reviews.

Building Long-Term Confidence: Clients value knowing their accountants use specialized secure file sharing. It reinforces trust and strengthens relationships beyond the audit process.

For further insight into collaboration practices, see our blog: Collaborate with Confidence.

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

Quick Start: MX works straight out of the box, with no heavy configuration or specialist hardware. Accounting teams can be up and running in minutes, which is especially helpful for smaller firms without dedicated IT staff.

Intuitive Design: The interface is deliberately simple, so staff can focus on client work rather than wrestling with software. For firms that prefer extra guidance, training resources are available but rarely needed.

See the full feature breakdown on our Features page.

What support is available if my team encounters technical issues?

Specialist Support: MX provides responsive help from people who understand security and compliance, not just generic ticketing. This means issues are resolved quickly, even during high-pressure times like audits or tax filing deadlines.

Support Options:

  • Knowledge Base: Step-by-step articles and tutorials for common tasks.
  • Direct Help: Access to technical experts for complex or urgent questions.
  • Training Refreshers: Optional sessions for new hires or seasonal teams who need a quick update.

For quick guidance, you can also check our FAQ hub.

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

Yes, Full White Labeling: Firms can customize MX with their own logo, color palette, and even a branded domain. This creates a seamless client experience and reinforces the firm’s professional identity.

Why Clients Appreciate It: A familiar brand environment reduces confusion and reassures clients that they’re using a trusted, official channel rather than a third-party tool.

You can test branding features yourself with a free trial.

Stay Updated With the Latest in the Industry​

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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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