loader image

Tailored File Sharing for Accountants and Financial Teams

Protect confidential financial records with secure file sharing tailored to accountants. My MX Data offers FCA-aligned encryption and audit trails for regulatory confidence.

Facilitate smooth, compliant file transfers to clients and regulators alike.

As trusted by:

How MX Stacks Up Against the Competition

Standard platforms lack tailored financial safeguards. MX enables secure file sharing for accountants with encryption and regulatory-aligned workflows.

See how MX stands apart in Security, File Control, Compliance, and Transfers. 🚀

🔐 Security & Compliance

Encryption Tailored to Accountants – MX provides ASR protection for confidential accounting data. ℹ️ What does this mean?Sharded, anonymised encryption ensures accounting files are secure and audit-ready.

FCA and GDPR Logging – Track all financial file movements to meet key industry regulations.

Compliance Alignment for Accountancy Practices – Supports GDPR, UK DPA, and FCA standards.

Consumer platforms lack sector-specific controls for accountants.

WeTransfer lacks advanced compliance support.

📁 File & Access Management

Client-Specific Accountant Access – Protect sensitive financial data by restricting file access to named clients and team members.

Region-Specific Storage – Store files in FCA-compliant regions as needed.

🟡 No Bulk Folder Collaboration – Accountant workflows are handled at the file level.

No Anonymous File Links – Sensitive files are never exposed to open internet access.

🤝 Collaboration & Business Use

Accountant-Specific Workflows – Deliver encrypted financial docs between teams, clients, or HMRC securely and reliably.

Secure Audit Threads – Use file comments to keep discussions on record for later review.

Branded Financial Portals – Maintain a professional look and feel across every shared statement or return.

🟡 No Shared Sheet Editing – Use MX to share finished documents only.

📊 File Transfer & Storage

Unlimited Financial Data – Send reports, balance sheets, and audit files without upload limits or compression.

Client Document Uploads – Allow clients to submit tax records securely through your own branded file request portal.

Not for Archive Storage – MX handles secure transfer, not ongoing access to financial docs.

How MX Helps Business achieve Compliance

Accountants need GDPR and FCA-compliant file sharing. MX secures client data with quantum-ready encryption and audit logs.

Feature

Description

📊 Secure Financial TransfersSafely share tax returns, balance sheets, and audit files
🔐 End-to-End Data EncryptionProtects sensitive accounting documents at rest and in transit
📨 Branded Client Upload PagesClients send files through secure portals featuring your branding
🧾 Traceable File HistoryKnow exactly when a document was opened or downloaded
📜 GDPR + FCA ReadyMeets the needs of financial and regulatory compliance teams
🔑 MFA for Accountant LoginsEnforces MFA for all access to financial records and folders

Accountants trust us for sensitive document handling.

Secure client handoffs with quantum-safe encryption, FCA-ready audit logs and permission control to avoid data breaches.

150

Files Exchanged Weekly

8.5

Active Users

70

Countries Using MX

FAQs

Your Top Questions Answered

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!

If you have been asked to create an account from a customer then click here.

Start Your Free Trial Now!
Name(Required)
This field is hidden when viewing the form
This field is hidden when viewing the form
Consent
This field is hidden when viewing the form

View In: