Northstar Advisory ENCRYPTED
Tax-Return-2025.pdf Drop files to submit or choose files - no MX account required
Add context for the receiving team... Submit securely
WHITE-LABEL PREVIEW
One approved intake path. Branded for your organization.

Receive sensitive files through a controlled upload portal.

Give customers, vendors, and partners a straightforward place to submit confidential documents. My MX Data keeps routing, recipient access, and transaction evidence under your control, while AES-256 encryption and the patented Anonymize, Shard, Restore methodology add protection throughout the exchange.

Start a free trial
No credit card. Seven-day trial. Secure portals included.
Named business routing No public download links Reviewable activity evidence Configurable expiry and removal
Replace inbox-based collection

Give inbound files one accountable path.

Email can carry a document, but it rarely preserves a consistent intake process. A dedicated portal keeps the sender, submission context, destination, and activity record together from the moment a file arrives.

AD HOC INBOX INTAKEscattered threads - manual reconciliation
RE: documents attached againattachment rejected - DELIVERY FAILED
FWD: revised_contract_final.pdfanother copy - OWNER UNCLEAR
scan_1048.jpgno matter reference - CONTEXT MISSING
Sending the archive in four partspart 3 missing - FOLLOW-UP REQUIRED
CONTROLLED PORTAL INTAKEone route - assigned ownership
Vendor-W9.pdffrom d.hernandez - 09:41
PROTECTED - RECORDED
Client-Authorization.pdffrom m.chen - 09:38
PROTECTED - RECORDED
Engineering-Archive.zip - 1.8 GBfrom a.johnson - 09:31 - note included
PROTECTED - RECORDED
Routed to the authorized team - retention rule applied
Easy for outside senders

A simple submission experience. A controlled receiving process.

External parties should not need access to your internal systems or a new collaboration platform. They use a focused upload page, while your organization decides where the file goes, who can open it, and how long it remains available.

1

Open the approved upload page

The sender follows a branded route with clear instructions and no exposure to internal folders or unrelated content.

2

Submit files with useful context

Documents, media, datasets, and technical packages can be uploaded with a note that explains the business purpose.

3

Deliver to the responsible team

MX sends the submission into the configured workflow and records relevant events for operational review and audit support.

CONTROLLED BY YOUR TEAM PORTAL PURPOSEROUTING ACCESSEXPIRY EVIDENCE Quantum secure patented methodology - configurable expiry and removal
Purpose-led document intake

Route each upload to the right business owner.

For ongoing external exchanges, explore controlled file sharing with clients.

Purpose-specific portals

Use a distinct portal for a workflow, business unit, project, or document request so submissions arrive in the expected place.

Sender details captured

Keep relevant sender information associated with the upload and its transaction record.

Notes travel with the file

Retain the submitter note with the exchange instead of separating the explanation into another channel.

For wider external exchanges, see how MX supports controlled file sharing with clients.

External intake workflows

Use a secure portal wherever outside parties send sensitive files.

Standardize the front end of document collection without forcing every sender into your internal applications or accepting whichever transfer tool they choose.

Client, financial, and professional-services intake

Collect identity records, signed agreements, tax documents, financial statements, and case material through a recognizable business route instead of attachments and open links.

Explore accounting file-sharing workflows

Vendor, engineering, and project intake

Receive designs, specifications, media, datasets, and large operational packages with an assigned owner and the submission context attached from the start.

Explore secure large-file transfer
Controls that support US obligations

Build evidence into the intake process.

A polished upload form does not provide governance on its own. MX combines encryption, controlled business access, configurable availability, and transaction evidence to support regulated document workflows across US industries.

Shared responsibility: MX supplies file-exchange controls and evidence. It does not decide whether a collection is lawful or make an organization compliant. Policies, contracts, configuration, staff behavior, retention, and broader safeguards remain your responsibility.
Evidence-led intake

From external submission to authorized receipt, each stage remains attributable.

Files enter through a branded portal, receive AES-256 encryption and the ASR methodology, and become available only through the configured business workflow.

OK
Protected on entrySecurity controls apply while the sender uploads the file.
OK
Restricted business accessSubmissions are delivered to approved users or teams.
OK
Purpose-based availabilityExpiry and removal can reflect the reason for collection.
OK
Reviewable transaction evidenceRelevant submission, access, and download events are recorded.
HIPAA

Healthcare information

Controlled access, encryption, and activity records can support safeguards for protected health information.

CCPA

California consumer data

Purpose-led intake and configurable retention can support responsible handling of consumer information.

SOX

Financial reporting evidence

Consistent collection and traceable activity can support controlled handling of reporting and audit documents.

GLBA

Financial-services privacy

Named access and protected exchange controls can support safeguards for confidential customer information.

FISMA

Federal information systems

Defined access, security controls, and event records can support federal information-security processes.

FERPA

Student education records

Controlled recipients and activity evidence can support privacy processes for education records.

ITAR

Restricted technical data

Purpose-specific intake and tightly managed access can support handling processes for export-controlled files.

CJIS

Criminal justice information

Traceable submission and approved-user access can support secure workflows involving law-enforcement data.

IRS PUB 1075

Federal tax information

Access, retention, and activity controls can support safeguards for taxpayer information.

NIST 800-171

Controlled unclassified information

Encryption, access restrictions, and evidence can support processes for protecting CUI.

Explore MX guidance for HIPAA file exchange, CCPA privacy workflows, and NIST SP 800-171 controls.

Consistent document intake

Spend less time reconciling inbound files.

A standard portal gives teams a repeatable way to receive files, identify ownership, and verify progress without repeatedly searching inboxes or rebuilding submission context.

WORK TO REDUCE

X Chasing rejected or incomplete attachments
X Searching multiple mailboxes for one request
X Reconnecting a file with the explanation behind it
X Accepting unapproved transfer services from senders

CONTROL TO ADD

One recognizable route for outside submissions
Clear receipt, destination, and ownership
Activity evidence available for review
A consistent experience for customers and vendors
See the complete handoff

See the external upload and internal receipt in one workflow.

Watch how an outside sender submits a document through a branded portal and how the receiving team gains an assigned, protected, and recorded exchange.

2:25 - Product walkthrough

Practical questions

What teams ask before launching a secure upload portal.

These answers cover the sender experience, security controls, file handling, compliance support, large uploads, and rollout planning.

Browse all FAQs

Email is useful for conversation, but it is difficult to make attachment-based collection consistent. Files may be copied into several inboxes, forwarded without their original explanation, rejected because of size, or stored longer than intended.

MX gives external senders one approved intake route. The file is protected as it enters the service, associated with relevant sender context, and routed to an authorized business user or team. Relevant transaction events can be retained for later review.

  • Defined channel: one recognizable route instead of several informal methods.
  • Clear ownership: the submission reaches the configured destination.
  • Evidence: receipt and subsequent activity can be reviewed.

The portal complements, rather than replaces, endpoint security, staff training, records management, and governance. The NIST Cybersecurity Framework provides useful context for evaluating these wider responsibilities.

Seven-day trial - secure portals included

Give outside senders one trusted place to submit sensitive files.

Test a branded upload workflow using your own document types, routing rules, and receiving teams.

Start a free trial
No credit card required Branded external intake Relevant activity evidence
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