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.
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🔐 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
Feature | Description |
| 📊 Secure Financial Transfers | Safely share tax returns, balance sheets, and audit files |
| 🔐 End-to-End Data Encryption | Protects sensitive accounting documents at rest and in transit |
| 📨 Branded Client Upload Pages | Clients send files through secure portals featuring your branding |
| 🧾 Traceable File History | Know exactly when a document was opened or downloaded |
| 📜 GDPR + FCA Ready | Meets the needs of financial and regulatory compliance teams |
| 🔑 MFA for Accountant Logins | Enforces 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.
Files Exchanged Weekly
Active Users
Tier-1 Suppliers Connected
FAQs
Your Top Questions Answered
01. How does MX support file security and compliance for accountants?
MX gives accounting professionals a secure, traceable platform for sharing sensitive client data – helping meet regulatory requirements while maintaining confidentiality across every transaction. Whether you’re exchanging tax files, payroll records, or financial statements, MX ensures only verified recipients can access the documents.
MX supports compliance efforts by offering granular access controls, full audit trails, and quantum-secure encryption. These features are especially useful when handling data covered by GDPR, UK Data Protection Act, or industry-specific standards like AML (Anti-Money Laundering) regulations.
Key file security features for accountants include:
- Named User Permissions: Files are only accessible by authorised individuals – no public sharing or link forwarding.
- End-to-End Encryption: Data is anonymised, split, and encrypted to prevent breaches during transfer or storage.
- Custom Retention Rules: Automatically expire access to files after deadlines or reporting periods.
- Audit-Ready Logging: Maintain full visibility of all client file interactions for compliance checks. Learn more on our features page.
As industry trends show, digital trust and regulatory alignment are increasingly critical in accountancy. MX gives firms the edge to deliver both.
MX helps accountants protect client files with military-grade encryption, clear audit trails, and smart controls – ensuring secure, compliant file sharing every time.
02. How does MX ensure confidentiality for client financials?
MX protects client financial data by enforcing strict access controls, quantum-secure encryption, and full auditability – all designed to keep sensitive information confidential throughout the entire file lifecycle. Whether you’re sending tax returns, payroll records, or audit files, every transfer and storage event is governed by a zero-trust security model.
Files are never shared via public links. Instead, MX ensures they’re only accessible to named, authenticated users, with detailed logs showing exactly who accessed each file and when. This ensures accountants can maintain client trust while staying aligned with legal, GDPR, and accounting-specific confidentiality standards.
Confidentiality features tailored for accountants:
- Named-User Access Only: Files can’t be viewed, forwarded, or downloaded without explicit authorisation.
- AES-256 & Sharded Encryption: Client documents are anonymised and split into encrypted segments before storage or transfer.
- Client Upload Portals: Clients can submit sensitive financial documents securely via branded portals – no email attachments required.
- Immutable Audit Trails: Every file access or action is logged for complete visibility and accountability.
As regulatory pressure increases on data security within financial services, MX gives accountants the infrastructure to operate with confidence and compliance.
MX helps accountants maintain absolute confidentiality – backed by encryption, traceability, and access controls purpose-built for sensitive client data.
03. Can MX support multiple government department file sharing?
Without question! MX is well-suited for secure file sharing across multiple government departments, agencies, and regulatory bodies. Whether you’re an accountant submitting documents to HMRC, working with local authorities, or coordinating with oversight agencies, MX ensures each interaction is encrypted, access-controlled, and fully auditable.
With features like named-user permissions, department-level access segmentation, and activity logs, MX helps firms manage multi-agency relationships while staying compliant with UK data protection laws, GDPR, and ISO 27001.
Capabilities designed for multi-department collaboration include:
- Per-Agency Access Control: Share specific files with designated users from each department – without exposing unrelated documents.
- Branded Upload Portals: Receive secure documents from different departments via custom portals – see our secure upload portal.
- Role-Based Restrictions: Limit access by department, case type, or compliance team.
- Compliant Audit Trails: Maintain full visibility of inter-agency exchanges for security reviews and reporting.
As recommended by the UK National Cyber Security Centre, cross-department sharing must be supported by granular access control and logging – MX delivers this out of the box.
MX enables accountants and professional service providers to work securely with multiple government departments – while maintaining control, compliance, and complete visibility.
04. Does MX provide file tracking features for accountants?
Absolutely – MX includes robust file tracking tools that are especially valuable for accountants handling sensitive financial records and regulatory submissions. Every file interaction is automatically logged and time-stamped, enabling you to monitor access, downloads, and activity across client documents in real time.
This level of visibility supports compliance with industry requirements, including GDPR, the UK Data Protection Act, and financial conduct rules. Whether you’re responding to an audit request or reviewing client activity, MX makes it easy to provide a verifiable digital trail.
Tracking features designed for accountants include:
- Named-User Audit Logs: Know exactly who viewed, downloaded, or interacted with a file – and when.
- Access Alerts: Get notified when sensitive files are opened or shared, keeping client data under tight supervision.
- Download & Expiry Controls: Limit how long files remain available and restrict unnecessary duplication.
- Secure Upload Portals: Track incoming client documents and tie uploads to named users – see more on our upload portal page.
According to the ICAEW, accountants are increasingly expected to demonstrate ethical data stewardship – MX supports this with full auditability built into every file exchange.
MX gives accountants the tools to manage and track files with precision – helping you meet client expectations and regulatory standards effortlessly.
05. Can accountants share sensitive documents with clients securely?
For sure! MX enables accountants to share sensitive financial documents with clients securely and compliantly. Whether it’s tax returns, payroll reports, or audit files, every exchange is protected by quantum-safe encryption, named-user access, and full audit trails.
Public links and generic file-sharing services pose risks for client confidentiality. MX eliminates those vulnerabilities with private file handoffs, secure upload portals, and file expiry controls, ensuring that only the intended recipient can access sensitive data – on your terms.
Key features for secure accountant-client sharing include:
- Named-User File Access: Share documents with verified client contacts – no shared folders or anonymous access.
- Secure Upload Portals: Let clients send you files securely through a branded, compliant interface.
- Audit Logging & Notifications: Know exactly when a file was accessed, by whom, and whether it was downloaded or shared.
- Data Residency & Encryption: Comply with FCA, GDPR, and UK Data Protection Act requirements for financial data handling.
MX’s approach aligns with ICAEW guidance on data security in accountancy, which stresses encryption, access control, and traceability for client interactions.
With MX, accountants can confidently share financial data – ensuring client trust, professional compliance, and total control over every document transfer.
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Secure Accounting FilesProtect financial records with encryption, permission settings, and access logs that align with accountant regulatory responsibilities.
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Track Sensitive TransfersKeep logs on every shared financial file to help you meet audit and documentation rules from regulators and clients alike.
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Finance Workflow ToolsMatch financial approval cycles by setting permissions, review windows, and client-specific upload destinations within one secure platform.
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Access for AccountantsFiles are restricted to verified accountants and clients, supporting regulatory obligations without exposing sensitive documents.
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Tax File TransferUpload large account files like audit folders or spreadsheets in one secure step with size-agnostic infrastructure.
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Speed for AccountantsDeliver end-of-year files or reports to clients in seconds with full encryption and no upload bottlenecks.
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File Notes for ClientsLeave comments or client-specific notes directly on shared financial files to simplify back-and-forth conversations.
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Branded Financial PortalsLet clients upload or download tax documents and reports in a portal that clearly represents your firm’s identity.
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