{"id":12417,"date":"2026-07-10T13:06:22","date_gmt":"2026-07-10T12:06:22","guid":{"rendered":"https:\/\/www.mymxdata.com\/?page_id=12417"},"modified":"2026-07-28T12:35:35","modified_gmt":"2026-07-28T11:35:35","slug":"secure-file-sharing-for-accountants","status":"publish","type":"page","link":"https:\/\/mymxdata.com\/en-us\/secure-file-sharing-for-accountants\/","title":{"rendered":"Secure File Sharing For Accountants"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"12417\" class=\"elementor elementor-12417\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f219bd5 e-grid e-con-full e-con e-parent\" data-id=\"f219bd5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-12c76e3 elementor-widget elementor-widget-html\" data-id=\"12c76e3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<style>\n:root{--pink:#de097f;--rose:#ff4fae;--aqua:#14e0c0;--blue:#3d7bff;--violet:#7357ff;--ink:#12081d;--soft:#4d4460;--muted:#786d86;--paper:#fff;--surface:#faf7fc;--line:#eee6f2;--dark:#120a1c;--dark2:#1b1029;--darktext:#f6f1fa;--darkmuted:#b3a7c4;--shell:min(1240px,calc(100% - 48px))}\n*{box-sizing:border-box;margin:0;padding:0}html{scroll-behavior:smooth}body{color:var(--ink);background:var(--paper);font:16px\/1.68 Manrope,-apple-system,BlinkMacSystemFont,\"Segoe UI\",sans-serif;-webkit-font-smoothing:antialiased}img,svg{display:block;max-width:100%}a{color:inherit;text-decoration:none}button{border:0;color:inherit;font:inherit;cursor:pointer}ul{list-style:none}.shell{width:var(--shell);margin-inline:auto}.section{position:relative;padding:104px 0}h1,h2,h3{font-weight:800;letter-spacing:-.03em;line-height:1.08;text-wrap:balance}h1{font-size:clamp(40px,5.1vw,66px)}h2{font-size:clamp(30px,4vw,48px)}h3{font-size:19px;letter-spacing:-.01em}.kicker{display:inline-flex;align-items:center;gap:9px;margin-bottom:18px;color:var(--pink);font-size:12px;font-weight:700;letter-spacing:.14em;line-height:1.3;text-transform:uppercase}.kicker:before{width:22px;height:2px;border-radius:2px;background:currentColor;content:\"\"}.lead{max-width:680px;color:var(--soft);font-size:clamp(16px,1.35vw,18.5px)}.head{max-width:790px;margin-bottom:52px}.head .lead{margin-top:17px}.dark{color:var(--darktext);background:var(--dark)}.dark .kicker{color:var(--aqua)}.dark .lead,.dark p{color:var(--darkmuted)}.buttons{display:flex;flex-wrap:wrap;gap:14px;margin-top:32px}.button{position:relative;min-height:54px;display:inline-flex;align-items:center;justify-content:center;gap:10px;padding:0 27px;border:1px solid transparent;border-radius:12px;font-size:15px;font-weight:700;white-space:nowrap;transition:.22s}.button:hover{transform:translateY(-3px)}.button.primary{color:#fff;background:linear-gradient(120deg,var(--pink),var(--rose));box-shadow:0 12px 30px rgba(222,9,127,.34)}.button.ghost{border-color:rgba(255,255,255,.22);color:#fff;background:rgba(255,255,255,.035)}.button.ghost:hover{border-color:var(--aqua);color:var(--aqua)}.inline-link,.read-link{color:var(--pink);font-weight:700;text-decoration:underline;text-underline-offset:3px}.dark .inline-link{color:var(--aqua)}a:focus-visible,button:focus-visible{outline:3px solid var(--blue);outline-offset:3px}.reveal{opacity:1;transform:none;transition:opacity .7s,transform .7s}.js .reveal:not(.visible){opacity:0;transform:translateY(25px)}\n.hero{position:relative;min-height:760px;display:flex;align-items:center;overflow:hidden;padding:112px 0 104px;color:var(--darktext);background:radial-gradient(800px 500px at 86% 7%,rgba(222,9,127,.24),transparent 65%),radial-gradient(700px 460px at 4% 92%,rgba(20,224,192,.13),transparent 63%),linear-gradient(135deg,#0d0615,#180b25 55%,#110919)}.hero:before{position:absolute;inset:0;content:\"\";background-image:linear-gradient(rgba(255,255,255,.035) 1px,transparent 1px),linear-gradient(90deg,rgba(255,255,255,.035) 1px,transparent 1px);background-size:56px 56px;mask-image:radial-gradient(800px 600px at 64% 20%,#000 28%,transparent 76%)}.hero-grid{position:relative;z-index:2;display:grid;grid-template-columns:minmax(0,1.02fr) minmax(450px,.98fr);gap:70px;align-items:center}.hero .kicker{color:var(--aqua)}.mark{color:var(--rose);text-decoration:underline;text-decoration-color:var(--aqua);text-decoration-thickness:.1em;text-underline-offset:.16em}.hero .lead{margin-top:23px;color:#c9bfd1}.proof{display:flex;flex-wrap:wrap;gap:9px;margin-top:34px}.proof span{display:inline-flex;align-items:center;gap:7px;min-height:34px;padding:0 11px;border:1px solid rgba(255,255,255,.1);border-radius:999px;color:#ddd4e3;background:rgba(255,255,255,.045);font-size:11px;font-weight:700}.proof i{color:var(--aqua);font-size:9px}.board{position:relative;min-height:460px;overflow:hidden;border:1px solid rgba(255,255,255,.12);border-radius:24px;background:linear-gradient(160deg,rgba(255,255,255,.075),rgba(255,255,255,.025));box-shadow:0 30px 80px rgba(0,0,0,.3)}.board-top{display:flex;align-items:center;gap:10px;padding:15px 18px;border-bottom:1px solid rgba(255,255,255,.1);font-size:11px;font-weight:700;letter-spacing:.08em}.board-top i{width:8px;height:8px;border-radius:50%;background:var(--aqua);box-shadow:0 0 0 6px rgba(20,224,192,.1)}.board-top span:last-child{margin-left:auto;color:var(--aqua)}.orbit{position:absolute;top:82px;left:50%;width:290px;height:290px;border:1px dashed rgba(20,224,192,.24);border-radius:50%;transform:translateX(-50%);animation:spin 24s linear infinite}.orbit:before{position:absolute;inset:42px;border:1px solid rgba(222,9,127,.24);border-radius:50%;content:\"\"}.core{position:absolute;top:166px;left:50%;z-index:3;width:124px;height:124px;display:grid;place-content:center;border:1px solid rgba(255,255,255,.14);border-radius:50%;background:rgba(17,9,25,.94);text-align:center;transform:translateX(-50%);box-shadow:0 18px 45px rgba(0,0,0,.32)}.core i{margin-bottom:9px;color:var(--aqua);font-size:23px}.core b{font-size:13px}.core small{margin-top:4px;color:var(--darkmuted);font-size:9px}.slip{position:absolute;z-index:4;width:148px;padding:13px;border:1px solid rgba(255,255,255,.12);border-radius:13px;background:rgba(255,255,255,.07);box-shadow:0 12px 30px rgba(0,0,0,.22);backdrop-filter:blur(12px);animation:float 5s ease-in-out infinite}.slip b{display:block;font-size:11px}.slip small{display:block;margin-top:5px;color:var(--aqua);font-size:8.5px;font-weight:700;letter-spacing:.06em}.slip.one{top:94px;left:20px}.slip.two{top:122px;right:18px;animation-delay:1.2s}.slip.three{bottom:57px;left:34px;animation-delay:2.2s}.slip.four{right:30px;bottom:48px;animation-delay:3.2s}@keyframes spin{to{transform:translateX(-50%) rotate(360deg)}}@keyframes float{50%{transform:translateY(-8px)}}\n.value-strip{border-bottom:1px solid var(--line)}.value-grid{display:grid;grid-template-columns:repeat(4,1fr)}.value{padding:29px 24px;border-right:1px solid var(--line)}.value:last-child{border:0}.value i{color:var(--pink);font-size:20px}.value b{display:block;margin-top:11px;font-size:14px}.value p{margin-top:5px;color:var(--muted);font-size:12.5px;line-height:1.5}.split{display:grid;grid-template-columns:minmax(0,.88fr) minmax(420px,1.12fr);gap:64px;align-items:center}.split-copy .lead{margin-top:18px}.steps{display:grid;gap:12px;margin-top:30px}.step{display:grid;grid-template-columns:42px 1fr;gap:14px;padding:16px;border:1px solid var(--line);border-radius:14px;background:#fff}.step span{width:42px;height:42px;display:grid;place-items:center;border-radius:12px;color:var(--pink);background:rgba(222,9,127,.08);font-size:12px;font-weight:800}.step b{display:block;font-size:14px}.step p{margin-top:3px;color:var(--soft);font-size:13px}.request{overflow:hidden;border:1px solid var(--line);border-radius:20px;background:#fff;box-shadow:0 24px 60px rgba(18,8,29,.11)}.request-head{display:flex;justify-content:space-between;padding:17px 20px;border-bottom:1px solid var(--line);background:var(--surface);font-size:12px}.request-head span{color:#087d69;font-weight:800}.client{display:grid;grid-template-columns:44px 1fr auto;gap:13px;align-items:center;margin:18px;padding:15px;border:1px solid var(--line);border-radius:14px}.client-mark{width:44px;height:44px;display:grid;place-items:center;border-radius:12px;color:#fff;background:linear-gradient(135deg,var(--pink),var(--violet));font-weight:800}.client small{display:block;color:var(--muted);font-size:10px}.client>span{padding:6px 9px;border-radius:999px;color:#087d69;background:rgba(20,224,192,.1);font-size:9px;font-weight:800}.request-list{display:grid;gap:9px;padding:0 18px 19px}.request-row{display:grid;grid-template-columns:30px 1fr auto;gap:11px;align-items:center;padding:12px;border:1px solid var(--line);border-radius:11px}.request-row>i{width:30px;height:30px;display:grid;place-items:center;border-radius:9px;color:var(--pink);background:rgba(222,9,127,.08)}.request-row b,.request-row small{display:block}.request-row b{font-size:11.5px}.request-row small{color:var(--muted);font-size:9.5px}.status{color:var(--pink);font-size:9px;font-weight:800}.done .status{color:#087d69}\n.route{overflow:hidden;background:radial-gradient(700px 420px at 5% 0%,rgba(222,9,127,.17),transparent 65%),radial-gradient(680px 440px at 95% 100%,rgba(20,224,192,.1),transparent 64%),var(--dark)}.route-grid{position:relative;display:grid;grid-template-columns:repeat(4,1fr);gap:16px}.route-grid:before{position:absolute;top:34px;left:10%;right:10%;height:2px;content:\"\";background:linear-gradient(90deg,var(--pink),var(--violet),var(--blue),var(--aqua));opacity:.65}.route-card{position:relative;z-index:2;min-height:235px;padding:25px;border:1px solid rgba(255,255,255,.1);border-radius:18px;background:linear-gradient(150deg,rgba(255,255,255,.07),rgba(255,255,255,.025))}.number{width:40px;height:40px;display:grid;place-items:center;margin-bottom:30px;border-radius:12px;color:#fff;background:var(--pink);font-size:11px;font-weight:800}.route-card:nth-child(2) .number{background:var(--violet)}.route-card:nth-child(3) .number{background:var(--blue)}.route-card:nth-child(4) .number{color:#08251f;background:var(--aqua)}.route-card p{margin-top:11px;font-size:13px}.method-grid,.fit-grid{display:grid;grid-template-columns:repeat(3,1fr);gap:18px}.method-card,.fit-card{padding:29px;border:1px solid var(--line);border-radius:18px;background:var(--surface)}.method-num,.fit-icon{width:46px;height:46px;display:grid;place-items:center;margin-bottom:23px;border-radius:14px;color:#fff;background:linear-gradient(135deg,var(--pink),var(--rose));font-size:11px;font-weight:800}.method-card:nth-child(2) .method-num{background:linear-gradient(135deg,var(--violet),var(--blue))}.method-card:nth-child(3) .method-num{color:#08251f;background:linear-gradient(135deg,var(--aqua),#69eed9)}.method-card p,.fit-card p{margin-top:12px;color:var(--soft);font-size:14px}.note{display:flex;gap:12px;margin-top:20px;padding:18px 20px;border:1px solid rgba(222,9,127,.22);border-radius:14px;background:rgba(222,9,127,.045);color:var(--soft);font-size:13px}.note i{margin-top:4px;color:var(--pink)}\n.engagement{background:linear-gradient(180deg,#fbf8fc,#fff)}.engagement-board{display:grid;grid-template-columns:minmax(300px,.75fr) minmax(0,1.25fr);overflow:hidden;border:1px solid var(--line);border-radius:22px;background:#fff;box-shadow:0 24px 60px rgba(18,8,29,.09)}.tabs{display:grid;align-content:center;gap:10px;padding:28px;background:var(--dark)}.tab{display:grid;grid-template-columns:36px 1fr auto;gap:12px;align-items:center;min-height:62px;padding:10px 13px;border:1px solid rgba(255,255,255,.09);border-radius:13px;color:var(--darkmuted);background:rgba(255,255,255,.035);text-align:left}.tab>i:first-child{width:36px;height:36px;display:grid;place-items:center;border-radius:10px;color:var(--rose);background:rgba(222,9,127,.12)}.tab b{font-size:12px}.tab>i:last-child{opacity:0;color:var(--aqua)}.tab.active{color:#fff;border-color:var(--aqua);background:linear-gradient(120deg,rgba(222,9,127,.2),rgba(20,224,192,.08));box-shadow:inset 3px 0 0 var(--aqua)}.tab.active>i:last-child{opacity:1}.panels{min-height:420px;padding:50px}.panel{display:none}.panel.active{display:block;animation:panel .28s ease}.panel-tag{display:inline-flex;padding:6px 10px;border-radius:999px;color:var(--pink);background:rgba(222,9,127,.08);font-size:10px;font-weight:800;letter-spacing:.08em;text-transform:uppercase}.panel h3{max-width:650px;margin-top:18px;font-size:clamp(24px,3vw,36px)}.panel>p{max-width:650px;margin-top:14px;color:var(--soft)}.panel-files{display:grid;grid-template-columns:repeat(2,1fr);gap:10px;margin-top:27px}.panel-files span{padding:13px;border:1px solid var(--line);border-radius:11px;color:var(--soft);background:var(--surface);font-size:12px;font-weight:700}.panel-files i{margin-right:7px;color:var(--pink)}@keyframes panel{from{opacity:0;transform:translateY(5px)}}\n.compliance{background:var(--surface)}.logo-grid{display:grid;grid-template-columns:repeat(5,1fr);gap:14px}.logo-card{min-height:154px;display:flex;flex-direction:column;align-items:center;justify-content:center;gap:12px;padding:20px;border:1px solid var(--line);border-radius:16px;background:#fff;text-align:center}.logo-card img{width:98px;height:52px;object-fit:contain}.logo-card b{font-size:12px}.logo-card span{color:var(--muted);font-size:10px}.compliance-note{max-width:900px;margin-top:22px;color:var(--soft);font-size:13px}.ledger{overflow:hidden;border:1px solid var(--line);border-radius:20px;background:#fff;box-shadow:0 24px 60px rgba(18,8,29,.1)}.ledger-head{display:flex;justify-content:space-between;padding:16px 19px;color:#fff;background:var(--dark);font-size:11px}.ledger-head span{color:var(--aqua)}.ledger-row{display:grid;grid-template-columns:38px 1fr auto;gap:13px;align-items:center;padding:15px 18px;border-bottom:1px solid var(--line)}.ledger-row:last-child{border:0}.ledger-row>i{width:38px;height:38px;display:grid;place-items:center;border-radius:11px;color:var(--pink);background:rgba(222,9,127,.08)}.ledger-row b,.ledger-row small{display:block}.ledger-row b{font-size:12px}.ledger-row small{color:var(--muted);font-size:10px}.ledger-row time{color:var(--soft);font-size:10px;font-weight:700}.fit-card{background:#fff}.fit-card.featured{border-color:rgba(222,9,127,.34);box-shadow:0 18px 45px rgba(222,9,127,.1)}.fit-icon{color:var(--pink);background:rgba(222,9,127,.08)}.fit-card ul{display:grid;gap:9px;margin-top:18px}.fit-card li{position:relative;padding-left:18px;color:var(--soft);font-size:12.5px}.fit-card li:before{position:absolute;top:.62em;left:0;width:7px;height:7px;border-radius:50%;background:var(--aqua);content:\"\"}\n.faq-grid{display:grid;grid-template-columns:minmax(0,.72fr) minmax(0,1.28fr);gap:62px}.faq-copy{position:sticky;top:40px;align-self:start}.faq-copy .lead{margin-top:17px}.faq-item{overflow:hidden;margin-bottom:11px;border:1px solid var(--line);border-radius:15px}.faq-item.open{border-color:rgba(222,9,127,.4);box-shadow:0 12px 30px rgba(18,8,29,.07)}.faq-question{width:100%;display:grid;grid-template-columns:1fr 32px;gap:15px;align-items:center;padding:20px 21px;background:transparent;text-align:left}.faq-question span{font-size:15px;font-weight:800;line-height:1.42}.faq-icon{position:relative;width:32px;height:32px;border:1px solid var(--line);border-radius:9px;color:var(--pink);background:var(--surface)}.faq-icon:before,.faq-icon:after{position:absolute;top:50%;left:50%;width:12px;height:2px;border-radius:2px;background:currentColor;content:\"\";transform:translate(-50%,-50%)}.faq-icon:after{transform:translate(-50%,-50%) rotate(90deg)}.open .faq-icon{color:#fff;border-color:var(--pink);background:var(--pink)}.open .faq-icon:after{display:none}.faq-answer{display:none}.open .faq-answer{display:block;animation:panel .24s ease}.faq-answer-inner{padding:0 21px 22px;color:var(--soft);font-size:14px}.faq-answer-inner p+p{margin-top:12px}\n.reads{border-top:1px solid var(--line);background:linear-gradient(180deg,var(--surface),#fff)}.reads-grid{display:grid;grid-template-columns:repeat(3,1fr);gap:18px}.read-card{display:flex;flex-direction:column;min-height:300px;overflow:hidden;border:1px solid var(--line);border-radius:19px;background:#fff;transition:.22s}.read-card:hover{transform:translateY(-4px);border-color:rgba(222,9,127,.3);box-shadow:0 20px 45px rgba(18,8,29,.1)}.read-media{min-height:120px;display:grid;place-items:center;color:#fff;background:radial-gradient(circle at 70% 20%,rgba(20,224,192,.24),transparent 40%),linear-gradient(135deg,var(--dark),#28143b)}.read-media span{font-size:12px;font-weight:800;letter-spacing:.16em}.read-body{display:flex;flex:1;flex-direction:column;padding:24px}.read-topic{color:var(--pink);font-size:10px;font-weight:800;text-transform:uppercase}.read-body h3{margin-top:12px}.read-body p{margin:12px 0 18px;color:var(--soft);font-size:13px}.read-link{margin-top:auto;font-size:13px}.cta{position:relative;overflow:hidden;padding:100px 0 42px;color:var(--darktext);background:radial-gradient(700px 400px at 80% 0%,rgba(222,9,127,.24),transparent 65%),var(--dark)}.cta-grid{display:grid;grid-template-columns:1.1fr .9fr;gap:60px;align-items:center}.cta .kicker{color:var(--aqua)}.cta .lead{margin-top:18px;color:var(--darkmuted)}.vault{position:relative;min-height:310px;display:grid;place-items:center}.vault:before,.vault:after{position:absolute;border:1px solid rgba(20,224,192,.2);border-radius:50%;content:\"\"}.vault:before{width:290px;height:290px;box-shadow:0 0 0 34px rgba(255,255,255,.018)}.vault:after{width:210px;height:210px;border-color:rgba(222,9,127,.28)}.vault-core{z-index:2;width:140px;height:140px;display:grid;place-content:center;border-radius:50%;background:#20112f;text-align:center;box-shadow:0 20px 50px rgba(0,0,0,.35)}.vault-core i{margin-bottom:10px;color:var(--aqua);font-size:26px}.vault-core b{font-size:13px}.vault-core small{margin-top:4px;color:var(--darkmuted);font-size:9px}.locale{display:flex;align-items:center;justify-content:flex-end;gap:12px;margin-top:40px;padding-top:26px;border-top:1px solid rgba(255,255,255,.1);color:var(--darkmuted);font-size:11px}.locale-flag{width:34px;height:22px;overflow:hidden;border:1px solid rgba(255,255,255,.3);border-radius:3px}.locale a:hover{border-color:var(--aqua)}\n@media(max-width:1050px){.section{padding:84px 0}.hero-grid,.split,.faq-grid,.cta-grid{grid-template-columns:1fr;gap:46px}.hero-copy,.split-copy,.head{text-align:center;margin-inline:auto}.hero .lead,.split-copy .lead,.head .lead{margin-inline:auto}.buttons,.proof{justify-content:center}.board{max-width:650px;width:100%;margin:auto}.value-grid{grid-template-columns:repeat(2,1fr)}.route-grid{grid-template-columns:repeat(2,1fr)}.route-grid:before{display:none}.engagement-board{grid-template-columns:1fr}.tabs{grid-template-columns:repeat(4,1fr)}.tab{grid-template-columns:36px 1fr}.tab>i:last-child{display:none}.logo-grid{grid-template-columns:repeat(3,1fr)}.faq-copy{position:static}.reads-grid{grid-template-columns:1fr 1fr}.read-card:first-child{grid-column:1\/-1}}\n@media(max-width:700px){:root{--shell:min(100% - 30px,1240px)}.section{padding:68px 0}.hero{min-height:0;padding:76px 0 66px}.board{min-height:420px}.proof{display:grid;grid-template-columns:1fr 1fr}.value-grid,.route-grid,.method-grid,.fit-grid,.reads-grid,.logo-grid{grid-template-columns:1fr}.value{border-right:0;border-bottom:1px solid var(--line)}.split{gap:34px}.tabs{grid-template-columns:1fr 1fr;padding:16px}.panels{min-height:0;padding:28px 20px}.panel-files{grid-template-columns:1fr}.client{grid-template-columns:42px 1fr}.client>span{grid-column:1\/-1;justify-self:start}.request-row{grid-template-columns:30px 1fr}.status{grid-column:2}.ledger-row{grid-template-columns:34px 1fr}.ledger-row time{grid-column:2}.reads-grid .read-card:first-child{grid-column:auto}.locale{justify-content:center}.cta{padding-top:72px}}\n@media(prefers-reduced-motion:reduce){*{scroll-behavior:auto!important;animation-duration:.001ms!important;transition-duration:.001ms!important}.reveal{opacity:1!important;transform:none!important}}\n<\/style>\n<main id=\"mxacc-root\">\n<section class=\"hero\" aria-labelledby=\"page-title\"><div class=\"shell hero-grid\"><div class=\"hero-copy reveal\"><span class=\"kicker\">Secure file sharing for accountants<\/span><h1 id=\"page-title\">Keep sensitive client records inside a <span class=\"mark\">controlled exchange.<\/span><\/h1><p class=\"lead\">My MX Data gives accounting firms a clear way to request, receive, review, and return financial documents. Named recipients, practical permissions, and detailed activity records help your team handle tax files, payroll data, working papers, and signed statements without public links or crowded email threads.<\/p><div class=\"buttons\"><a class=\"button primary\" href=\"https:\/\/www.mymxdata.com\/en-us\/free-trial\/\"><i class=\"fa-solid fa-shield-halved\" aria-hidden=\"true\"><\/i><span>Start my free trial<\/span><i class=\"fa-solid fa-arrow-right\" aria-hidden=\"true\"><\/i><\/a><a class=\"button ghost\" href=\"https:\/\/www.mymxdata.com\/en-us\/contact-us\/\"><i class=\"fa-solid fa-comments\" aria-hidden=\"true\"><\/i><span>Talk to the MX team<\/span><\/a><\/div><div class=\"proof\" aria-label=\"Key platform controls\"><span><i class=\"fa-solid fa-check\"><\/i>Named recipients<\/span><span><i class=\"fa-solid fa-check\"><\/i>No open file links<\/span><span><i class=\"fa-solid fa-check\"><\/i>Activity evidence<\/span><span><i class=\"fa-solid fa-check\"><\/i>No fixed file-size limits<\/span><\/div><\/div><div class=\"board reveal\" aria-label=\"Protected accounting engagement workspace\"><div class=\"board-top\"><i><\/i><b>HARBOR CAFE GROUP \/ 2025 TAX<\/b><span>REQUEST ACTIVE<\/span><\/div><div class=\"orbit\" aria-hidden=\"true\"><\/div><div class=\"core\"><i class=\"fa-solid fa-folder-closed\"><\/i><b>Client pack<\/b><small>4 of 4 received<\/small><\/div><div class=\"slip one\"><b>Bank statements<\/b><small>NAMED SENDER<\/small><\/div><div class=\"slip two\"><b>Payroll report<\/b><small>ACCESS LIMITED<\/small><\/div><div class=\"slip three\"><b>1099 support<\/b><small>RECEIPT RECORDED<\/small><\/div><div class=\"slip four\"><b>Signed approval<\/b><small>VERSION RETAINED<\/small><\/div><\/div><\/div><\/section>\n<section class=\"value-strip\" aria-label=\"Core controls\"><div class=\"shell value-grid\"><article class=\"value\"><i class=\"fa-solid fa-user-lock\"><\/i><b>Known participants<\/b><p>Restrict each exchange to approved clients, staff, and outside reviewers.<\/p><\/article><article class=\"value\"><i class=\"fa-solid fa-file-shield\"><\/i><b>Layered protection<\/b><p>Use AES-256 encryption alongside MX's patented ASR methodology.<\/p><\/article><article class=\"value\"><i class=\"fa-solid fa-clock-rotate-left\"><\/i><b>Usable records<\/b><p>Keep evidence of requests, uploads, access, downloads, and approvals.<\/p><\/article><article class=\"value\"><i class=\"fa-solid fa-file-arrow-up\"><\/i><b>Large-file transfers<\/b><p>Send complete ledgers and evidence sets without arbitrary size caps.<\/p><\/article><\/div><\/section>\n<section class=\"section\" aria-labelledby=\"collection-title\"><div class=\"shell split\"><div class=\"split-copy reveal\"><span class=\"kicker\">Client document collection<\/span><h2 id=\"collection-title\">Ask once, see what arrived, and keep the file with the right engagement.<\/h2><p class=\"lead\">A client request can splinter across email, voicemail, and several attachments before the work even starts. MX provides <a class=\"inline-link\" href=\"https:\/\/www.mymxdata.com\/en-us\/secure-client-file-sharing\/\">secure client file sharing<\/a> with a <a class=\"inline-link\" href=\"https:\/\/www.mymxdata.com\/en-us\/secure-portal-to-upload-files\/\">controlled upload portal<\/a>, giving each authorized sender a direct route to the correct matter.<\/p><div class=\"steps\"><div class=\"step\"><span>01<\/span><div><b>Define the request<\/b><p>List the records you need and connect them to a client, deadline, and owner.<\/p><\/div><\/div><div class=\"step\"><span>02<\/span><div><b>Collect against the engagement<\/b><p>Keep each upload with the period and piece of work it supports.<\/p><\/div><\/div><div class=\"step\"><span>03<\/span><div><b>Check progress in one place<\/b><p>See received, outstanding, and approved items without another follow-up email.<\/p><\/div><\/div><\/div><\/div><div class=\"request reveal\"><div class=\"request-head\"><b>Client request \/ 2025 tax year<\/b><span>4 ITEMS TRACKED<\/span><\/div><div class=\"client\"><div class=\"client-mark\">HC<\/div><div><b>Harbor Cafe Group<\/b><small>Business return and advisory engagement<\/small><\/div><span>CLIENT VERIFIED<\/span><\/div><div class=\"request-list\"><div class=\"request-row done\"><i class=\"fa-solid fa-building-columns\"><\/i><div><b>Operating account statements<\/b><small>Uploaded by named controller<\/small><\/div><span class=\"status\">RECEIVED<\/span><\/div><div class=\"request-row done\"><i class=\"fa-solid fa-table-list\"><\/i><div><b>General ledger export<\/b><small>Current version retained<\/small><\/div><span class=\"status\">RECEIVED<\/span><\/div><div class=\"request-row\"><i class=\"fa-solid fa-file-invoice-dollar\"><\/i><div><b>1099 contractor schedule<\/b><small>Requested from finance lead<\/small><\/div><span class=\"status\">AWAITING<\/span><\/div><div class=\"request-row done\"><i class=\"fa-solid fa-circle-check\"><\/i><div><b>Tax return approval<\/b><small>Approval linked to final version<\/small><\/div><span class=\"status\">APPROVED<\/span><\/div><\/div><\/div><\/div><\/section>\n<section class=\"section route dark\" aria-labelledby=\"route-title\"><div class=\"shell\"><div class=\"head reveal\"><span class=\"kicker\">A defined route for financial information<\/span><h2 id=\"route-title\">Identity, context, and accountability stay with the file.<\/h2><p class=\"lead\">MX combines <a class=\"inline-link\" href=\"https:\/\/www.mymxdata.com\/en-us\/encrypted-file-sharing\/\">encrypted file sharing<\/a> with recipient controls and evidence designed for day-to-day accounting work. Clients get a straightforward experience. Your firm keeps a transaction record it can review later.<\/p><\/div><div class=\"route-grid\"><article class=\"route-card reveal\"><div class=\"number\">01<\/div><h3>Set the purpose<\/h3><p>Connect each request to a return, audit, payroll run, close, or advisory matter.<\/p><\/article><article class=\"route-card reveal\"><div class=\"number\">02<\/div><h3>Name the participant<\/h3><p>Route records to approved people instead of using a link that can be forwarded.<\/p><\/article><article class=\"route-card reveal\"><div class=\"number\">03<\/div><h3>Apply access rules<\/h3><p>Give staff, specialists, and reviewers only the information required for their work.<\/p><\/article><article class=\"route-card reveal\"><div class=\"number\">04<\/div><h3>Retain the record<\/h3><p>Capture receipt, access, download, version, comment, and approval activity.<\/p><\/article><\/div><\/div><\/section>\n<section class=\"section\" aria-labelledby=\"method-title\"><div class=\"shell\"><div class=\"head reveal\"><span class=\"kicker\">Protection beyond encryption<\/span><h2 id=\"method-title\">Anonymize. Shard. Restore.<\/h2><p class=\"lead\">MX uses a patented methodology called ASR as an additional layer of data protection. ASR is separate from conventional encryption and works through three connected steps.<\/p><\/div><div class=\"method-grid\"><article class=\"method-card reveal\"><div class=\"method-num\">01<\/div><h3>Anonymize<\/h3><p>Transform the data so it cannot be readily tied to the original client, file, or transaction.<\/p><\/article><article class=\"method-card reveal\"><div class=\"method-num\">02<\/div><h3>Shard<\/h3><p>Separate the transformed data into protected pieces so no individual shard contains the complete readable file.<\/p><\/article><article class=\"method-card reveal\"><div class=\"method-num\">03<\/div><h3>Restore<\/h3><p>Reconstruct the information for the authorized recipient through the controlled exchange.<\/p><\/article><\/div><div class=\"note\"><i class=\"fa-solid fa-circle-info\"><\/i><p>MX positions ASR as a quantum-resilient methodology. It adds another protective measure, while secure endpoints, sensible permissions, identity controls, and sound governance remain important.<\/p><\/div><\/div><\/section>\n<section class=\"section engagement\" aria-labelledby=\"engagement-title\"><div class=\"shell\"><div class=\"head reveal\"><span class=\"kicker\">Across the accounting calendar<\/span><h2 id=\"engagement-title\">A consistent control model for very different assignments.<\/h2><p class=\"lead\">Choose an engagement to see how a defined exchange can cut down on inbox chasing and keep client evidence attached to the work it supports.<\/p><\/div><div class=\"engagement-board reveal\"><div class=\"tabs\" role=\"tablist\" aria-label=\"Accounting engagement\"><button class=\"tab active\" role=\"tab\" aria-selected=\"true\" data-tab=\"close\"><i class=\"fa-solid fa-file-invoice\"><\/i><b>Period close<\/b><i class=\"fa-solid fa-check\"><\/i><\/button><button class=\"tab\" role=\"tab\" aria-selected=\"false\" data-tab=\"tax\"><i class=\"fa-solid fa-receipt\"><\/i><b>Tax<\/b><i class=\"fa-solid fa-check\"><\/i><\/button><button class=\"tab\" role=\"tab\" aria-selected=\"false\" data-tab=\"payroll\"><i class=\"fa-solid fa-users\"><\/i><b>Payroll<\/b><i class=\"fa-solid fa-check\"><\/i><\/button><button class=\"tab\" role=\"tab\" aria-selected=\"false\" data-tab=\"audit\"><i class=\"fa-solid fa-magnifying-glass-chart\"><\/i><b>Audit support<\/b><i class=\"fa-solid fa-check\"><\/i><\/button><\/div><div class=\"panels\"><article class=\"panel active\" data-panel=\"close\"><span class=\"panel-tag\">Period close<\/span><h3>Keep source documents and final signoff with the same close record.<\/h3><p>Clients can provide statements, ledgers, schedules, and signed financial statements through one named route. Your team can see what arrived, which version is current, and who approved it.<\/p><div class=\"panel-files\"><span><i class=\"fa-solid fa-file-excel\"><\/i>Trial balance<\/span><span><i class=\"fa-solid fa-building-columns\"><\/i>Bank statements<\/span><span><i class=\"fa-solid fa-boxes-stacked\"><\/i>Inventory valuation<\/span><span><i class=\"fa-solid fa-signature\"><\/i>Signed statements<\/span><\/div><\/article><article class=\"panel\" data-panel=\"tax\" hidden><span class=\"panel-tag\">Tax<\/span><h3>Connect supporting records to the return, deadline, and assigned reviewer.<\/h3><p>Collect tax evidence through a controlled client route and preserve the surrounding context. A later review does not depend on rebuilding a scattered email trail.<\/p><div class=\"panel-files\"><span><i class=\"fa-solid fa-receipt\"><\/i>Expense support<\/span><span><i class=\"fa-solid fa-file-lines\"><\/i>Tax schedules<\/span><span><i class=\"fa-solid fa-house\"><\/i>Property records<\/span><span><i class=\"fa-solid fa-check-double\"><\/i>Client approval<\/span><\/div><\/article><article class=\"panel\" data-panel=\"payroll\" hidden><span class=\"panel-tag\">Payroll<\/span><h3>Limit unnecessary exposure of employee and compensation data.<\/h3><p>Restrict payroll files to named people, keep a record of access, and use expiry settings when information should not remain available indefinitely.<\/p><div class=\"panel-files\"><span><i class=\"fa-solid fa-user-lock\"><\/i>Employee updates<\/span><span><i class=\"fa-solid fa-money-check\"><\/i>Payroll files<\/span><span><i class=\"fa-solid fa-landmark\"><\/i>Benefit data<\/span><span><i class=\"fa-solid fa-clock\"><\/i>Timed access<\/span><\/div><\/article><article class=\"panel\" data-panel=\"audit\" hidden><span class=\"panel-tag\">Audit support<\/span><h3>Answer evidence requests without creating another uncontrolled document trail.<\/h3><p>Give approved outside reviewers limited access to the material they need. Unrelated client files and internal working information stay outside the exchange.<\/p><div class=\"panel-files\"><span><i class=\"fa-solid fa-list-check\"><\/i>Sample requests<\/span><span><i class=\"fa-solid fa-file-circle-check\"><\/i>Supporting evidence<\/span><span><i class=\"fa-solid fa-user-check\"><\/i>Reviewer access<\/span><span><i class=\"fa-solid fa-clock-rotate-left\"><\/i>Activity history<\/span><\/div><\/article><\/div><\/div><\/div><\/section>\n<section class=\"section compliance\" aria-labelledby=\"compliance-title\"><div class=\"shell\"><div class=\"head reveal\"><span class=\"kicker\">US compliance support<\/span><h2 id=\"compliance-title\">Controls that can contribute to your wider compliance program.<\/h2><p class=\"lead\">Accounting firms handle records that may fall under several federal, state, client, and contractual requirements. MX can provide access controls, activity evidence, and administrative oversight that support those responsibilities.<\/p><\/div><div class=\"logo-grid\"><article class=\"logo-card\"><img decoding=\"async\" src=\"https:\/\/www.mymxdata.com\/wp-content\/uploads\/sox-logo-mx.webp\" alt=\"SOX\"><b>SOX<\/b><span>Traceable financial records<\/span><\/article><article class=\"logo-card\"><img decoding=\"async\" src=\"https:\/\/www.mymxdata.com\/wp-content\/uploads\/glba-logo-mx.webp\" alt=\"GLBA\"><b>GLBA<\/b><span>Client information safeguards<\/span><\/article><article class=\"logo-card\"><img decoding=\"async\" src=\"https:\/\/www.mymxdata.com\/wp-content\/uploads\/irs-logo-mx.webp\" alt=\"IRS\"><b>IRS Publication 1075<\/b><span>Federal tax information<\/span><\/article><article class=\"logo-card\"><img decoding=\"async\" src=\"https:\/\/www.mymxdata.com\/wp-content\/uploads\/ccpa-logo-mx.webp\" alt=\"CCPA\"><b>CCPA<\/b><span>California consumer data<\/span><\/article><article class=\"logo-card\"><img decoding=\"async\" src=\"https:\/\/www.mymxdata.com\/wp-content\/uploads\/nist-logo-mx.webp\" alt=\"NIST\"><b>NIST SP 800-171<\/b><span>Controlled information<\/span><\/article><\/div><p class=\"compliance-note\">These references identify frameworks and regulations that may be relevant to secure file exchange. They do not state that MX is certified, approved, or accredited under each one. Compliance depends on your policies, configuration, staff practices, retention rules, contracts, and broader technical controls.<\/p><\/div><\/section>\n<section class=\"section\" aria-labelledby=\"evidence-title\"><div class=\"shell split\"><div class=\"split-copy reveal\"><span class=\"kicker\">Evidence that remains useful<\/span><h2 id=\"evidence-title\">Respond to a client, auditor, or risk team without reconstructing the exchange.<\/h2><p class=\"lead\">MX can retain records of requests, uploads, access, downloads, comments, versions, and approvals. The result is a more understandable file journey, with less dependence on memory or disconnected inboxes.<\/p><div class=\"steps\"><div class=\"step\"><span><i class=\"fa-solid fa-user-check\"><\/i><\/span><div><b>Who acted<\/b><p>Connect activity to the appropriate named participant.<\/p><\/div><\/div><div class=\"step\"><span><i class=\"fa-solid fa-clock\"><\/i><\/span><div><b>When it happened<\/b><p>Keep time information with the request, transaction, and file.<\/p><\/div><\/div><div class=\"step\"><span><i class=\"fa-solid fa-route\"><\/i><\/span><div><b>What followed<\/b><p>Review access, download, version, comment, and approval events.<\/p><\/div><\/div><\/div><\/div><div class=\"ledger reveal\"><div class=\"ledger-head\"><b>ENGAGEMENT ACTIVITY \/ HARBOR CAFE GROUP<\/b><span>RECORD LIVE<\/span><\/div><div class=\"ledger-row\"><i class=\"fa-solid fa-paper-plane\"><\/i><div><b>Document request issued<\/b><small>Tax manager to named client contact<\/small><\/div><time>9:02 AM<\/time><\/div><div class=\"ledger-row\"><i class=\"fa-solid fa-file-arrow-up\"><\/i><div><b>Bank statements uploaded<\/b><small>12 files, sender identity recorded<\/small><\/div><time>10:14 AM<\/time><\/div><div class=\"ledger-row\"><i class=\"fa-solid fa-eye\"><\/i><div><b>Documents accessed<\/b><small>Assigned senior accountant<\/small><\/div><time>10:28 AM<\/time><\/div><div class=\"ledger-row\"><i class=\"fa-solid fa-file-circle-check\"><\/i><div><b>Workpaper pack approved<\/b><small>Current version retained<\/small><\/div><time>3:41 PM<\/time><\/div><div class=\"ledger-row\"><i class=\"fa-solid fa-signature\"><\/i><div><b>Signed approval received<\/b><small>Final approval linked to engagement<\/small><\/div><time>4:08 PM<\/time><\/div><\/div><\/div><\/section>\n<section class=\"section compliance\" aria-labelledby=\"fit-title\"><div class=\"shell\"><div class=\"head reveal\"><span class=\"kicker\">Choose the route that fits the work<\/span><h2 id=\"fit-title\">Everyday collaboration tools and controlled exchange solve different problems.<\/h2><p class=\"lead\">Your firm may use all three. The right choice depends on the file, the recipient, and the evidence you need afterward.<\/p><\/div><div class=\"fit-grid\"><article class=\"fit-card\"><div class=\"fit-icon\"><i class=\"fa-solid fa-envelope\"><\/i><\/div><h3>Email attachments<\/h3><p>Convenient for routine messages, though large or sensitive records can lose context across long threads.<\/p><ul><li>Familiar to clients and staff<\/li><li>Attachment limits can interrupt delivery<\/li><li>Access and version evidence may be limited<\/li><\/ul><\/article><article class=\"fit-card\"><div class=\"fit-icon\"><i class=\"fa-solid fa-folder-tree\"><\/i><\/div><h3>Shared drives and collaboration suites<\/h3><p>Useful for storage, live editing, and team work. External folders and permissions may need ongoing attention.<\/p><ul><li>Designed for broad collaboration<\/li><li>Good fit for live documents<\/li><li>Different purpose from a controlled handoff<\/li><\/ul><\/article><article class=\"fit-card featured\"><div class=\"fit-icon\"><i class=\"fa-solid fa-shield-halved\"><\/i><\/div><h3>MX controlled exchange<\/h3><p>Built for sensitive business transfers between known parties, with exchange-focused controls and activity records.<\/p><ul><li>Named and authorized recipients<\/li><li>Expiry and transaction controls<\/li><li>Evidence attached to the exchange<\/li><\/ul><\/article><\/div><\/div><\/section>\n<section class=\"section\" aria-labelledby=\"faq-title\"><div class=\"shell faq-grid\"><div class=\"faq-copy reveal\"><span class=\"kicker\">Questions from accounting firms<\/span><h2 id=\"faq-title\">Secure accountant file sharing, without a harder client experience.<\/h2><p class=\"lead\">Most practical questions concern client access, large files, evidence, compliance support, and how MX works alongside systems already in place.<\/p><\/div><div class=\"faq-list reveal\"><article class=\"faq-item open\"><button class=\"faq-question\" aria-expanded=\"true\"><span>What types of accounting files can we exchange?<\/span><i class=\"faq-icon\"><\/i><\/button><div class=\"faq-answer\"><div class=\"faq-answer-inner\"><p>Firms can use MX for bank statements, trial balances, ledgers, payroll data, tax records, workpapers, management reports, signed financial statements, audit samples, and other sensitive client documents.<\/p><p>MX focuses on transfer and exchange rather than live document editing or permanent document management.<\/p><\/div><\/div><\/article><article class=\"faq-item\"><button class=\"faq-question\" aria-expanded=\"false\"><span>How does a client upload documents?<\/span><i class=\"faq-icon\"><\/i><\/button><div class=\"faq-answer\" hidden><div class=\"faq-answer-inner\"><p>The client uses a controlled upload route tied to the relevant request or engagement. The request can specify what is needed, and the firm can track which items have arrived.<\/p><p>This gives the client a clear alternative to an ordinary attachment or open public link.<\/p><\/div><\/div><\/article><article class=\"faq-item\"><button class=\"faq-question\" aria-expanded=\"false\"><span>Can clients and engagements have separate access?<\/span><i class=\"faq-icon\"><\/i><\/button><div class=\"faq-answer\" hidden><div class=\"faq-answer-inner\"><p>Yes. Access and file activity can be organized around the appropriate client, matter, project, or engagement. Staff and outside reviewers can be limited to the information relevant to their role.<\/p><\/div><\/div><\/article><article class=\"faq-item\"><button class=\"faq-question\" aria-expanded=\"false\"><span>What activity does MX record?<\/span><i class=\"faq-icon\"><\/i><\/button><div class=\"faq-answer\" hidden><div class=\"faq-answer-inner\"><p>Depending on the action, MX can retain records of requests, uploads, access, downloads, comments, versions, recipient activity, and approvals. This helps the firm explain who handled a document and what occurred during the exchange.<\/p><\/div><\/div><\/article><article class=\"faq-item\"><button class=\"faq-question\" aria-expanded=\"false\"><span>Can MX support SOX, GLBA, CCPA, or IRS safeguarding objectives?<\/span><i class=\"faq-icon\"><\/i><\/button><div class=\"faq-answer\" hidden><div class=\"faq-answer-inner\"><p>MX controls can contribute to compliance processes through named access, configurable settings, encryption, administrative oversight, and activity records. The requirements that apply depend on the firm, its clients, the data involved, and the jurisdiction.<\/p><p>No file-sharing platform makes an organization compliant on its own. Policies, contracts, configuration, retention, staff behavior, endpoint security, and wider governance still matter.<\/p><\/div><\/div><\/article><article class=\"faq-item\"><button class=\"faq-question\" aria-expanded=\"false\"><span>What is the patented ASR methodology?<\/span><i class=\"faq-icon\"><\/i><\/button><div class=\"faq-answer\" hidden><div class=\"faq-answer-inner\"><p>ASR stands for Anonymize, Shard, Restore. The methodology anonymizes data, separates it into protected shards, and restores it for an authorized recipient through the controlled exchange process.<\/p><p>ASR is separate from encryption. It should be understood as an additional protection layer, not a guarantee against every current or future risk.<\/p><\/div><\/div><\/article><article class=\"faq-item\"><button class=\"faq-question\" aria-expanded=\"false\"><span>Can MX handle large accounting and audit files?<\/span><i class=\"faq-icon\"><\/i><\/button><div class=\"faq-answer\" hidden><div class=\"faq-answer-inner\"><p>MX is designed to transfer files without fixed file-size limits. Firms can move complete ledgers, payroll exports, audit evidence sets, and compressed folders without splitting them across several emails. Transfer performance still depends on the sender's connection, browser, network controls, and receiving environment.<\/p><\/div><\/div><\/article><article class=\"faq-item\"><button class=\"faq-question\" aria-expanded=\"false\"><span>Does MX replace SharePoint, OneDrive, Dropbox, or Google Drive?<\/span><i class=\"faq-icon\"><\/i><\/button><div class=\"faq-answer\" hidden><div class=\"faq-answer-inner\"><p>Not necessarily. Those platforms can work well for long-term storage, synchronization, and collaborative editing. MX is designed for controlled, auditable file exchanges between named participants.<\/p><p>Many firms can keep their productivity tools and use MX when financial records cross an organizational boundary or need stronger traceability.<\/p><\/div><\/div><\/article><\/div><\/div><\/section>\n<section class=\"section reads\" aria-labelledby=\"reads-title\"><div class=\"shell\"><div class=\"head reveal\"><span class=\"kicker\">Further reading<\/span><h2 id=\"reads-title\">Practical guidance for financial files your firm needs to protect and explain.<\/h2><p class=\"lead\">Review the controls behind a stronger client exchange, from identifying sensitive records to keeping evidence of access and activity.<\/p><\/div><div class=\"reads-grid\"><article class=\"read-card\"><a class=\"read-media\" href=\"https:\/\/www.mymxdata.com\/building-a-file-audit-trail-why-its-crucial-for-modern-compliance\/\"><span>AUDIT TRAILS<\/span><\/a><div class=\"read-body\"><span class=\"read-topic\">Activity evidence<\/span><h3>Building a file audit trail<\/h3><p>See what a useful record should show about identity, access, timing, and file activity.<\/p><a class=\"read-link\" href=\"https:\/\/www.mymxdata.com\/building-a-file-audit-trail-why-its-crucial-for-modern-compliance\/\">Read the guide -&gt;<\/a><\/div><\/article><article class=\"read-card\"><a class=\"read-media\" href=\"https:\/\/www.mymxdata.com\/secure-file-transfer-compliance\/\"><span>CONTROL<\/span><\/a><div class=\"read-body\"><span class=\"read-topic\">Compliance controls<\/span><h3>What regulators expect from file sharing<\/h3><p>Access, retention, encryption, and evidence all shape a defensible process.<\/p><a class=\"read-link\" href=\"https:\/\/www.mymxdata.com\/secure-file-transfer-compliance\/\">Read the guide -&gt;<\/a><\/div><\/article><article class=\"read-card\"><a class=\"read-media\" href=\"https:\/\/www.mymxdata.com\/what-makes-a-file-sensitive-a-practical-guide\/\"><span>CLASSIFY<\/span><\/a><div class=\"read-body\"><span class=\"read-topic\">Data classification<\/span><h3>What makes a file sensitive?<\/h3><p>Names, pricing, financial details, and context can change the risk attached to an ordinary-looking file.<\/p><a class=\"read-link\" href=\"https:\/\/www.mymxdata.com\/what-makes-a-file-sensitive-a-practical-guide\/\">Read the guide -&gt;<\/a><\/div><\/article><\/div><\/div><\/section>\n<section class=\"cta\" aria-labelledby=\"cta-title\"><div class=\"shell\"><div class=\"cta-grid\"><div class=\"reveal\"><span class=\"kicker\">Give client records a more accountable route<\/span><h2 id=\"cta-title\">Move sensitive accounting files out of the inbox and into a controlled exchange.<\/h2><p class=\"lead\">Create one clear route for the records your firm requests, receives, reviews, approves, and may need to explain later. Start a trial or talk with the team about permissions, data location, identity management, and enterprise options.<\/p><div class=\"buttons\"><a class=\"button primary\" href=\"https:\/\/www.mymxdata.com\/en-us\/free-trial\/\"><i class=\"fa-solid fa-flask\"><\/i><span>Start my free trial<\/span><i class=\"fa-solid fa-arrow-right\"><\/i><\/a><a class=\"button ghost\" href=\"https:\/\/www.mymxdata.com\/en-us\/contact-us\/\"><i class=\"fa-solid fa-comments\"><\/i><span>Talk to the MX team<\/span><\/a><\/div><\/div><div class=\"vault reveal\" aria-hidden=\"true\"><div class=\"vault-core\"><i class=\"fa-solid fa-user-shield\"><\/i><b>Client record<\/b><small>Controlled and reviewable<\/small><\/div><\/div><\/div><div class=\"locale\" aria-label=\"Choose regional site\"><span>View in<\/span><a class=\"locale-flag\" href=\"https:\/\/www.mymxdata.com\/en-gb\/secure-file-sharing-for-accountants\/\" hreflang=\"en-GB\" aria-label=\"View the United Kingdom page\" title=\"United Kingdom\"><svg viewBox=\"0 0 60 30\" preserveAspectRatio=\"none\"><rect width=\"60\" height=\"30\" fill=\"#012169\"\/><path d=\"M0 0L60 30M60 0L0 30\" stroke=\"#fff\" stroke-width=\"6\"\/><path d=\"M0 0L60 30M60 0L0 30\" stroke=\"#c8102e\" stroke-width=\"2\"\/><path d=\"M30 0V30M0 15H60\" stroke=\"#fff\" stroke-width=\"10\"\/><path d=\"M30 0V30M0 15H60\" stroke=\"#c8102e\" stroke-width=\"6\"\/><\/svg><\/a><span class=\"locale-flag\" role=\"img\" aria-label=\"United States, current page\" title=\"United States\"><svg viewBox=\"0 0 60 30\" preserveAspectRatio=\"none\"><rect width=\"60\" height=\"30\" fill=\"#fff\"\/><path d=\"M0 2.3H60M0 6.9H60M0 11.5H60M0 16.2H60M0 20.8H60M0 25.4H60M0 30H60\" stroke=\"#b22234\" stroke-width=\"2.3\"\/><rect width=\"25.2\" height=\"16.2\" fill=\"#3c3b6e\"\/><g fill=\"#fff\"><circle cx=\"3\" cy=\"2.5\" r=\".8\"\/><circle cx=\"8\" cy=\"2.5\" r=\".8\"\/><circle cx=\"13\" cy=\"2.5\" r=\".8\"\/><circle cx=\"18\" cy=\"2.5\" r=\".8\"\/><circle cx=\"23\" cy=\"2.5\" r=\".8\"\/><circle cx=\"5.5\" cy=\"6.5\" r=\".8\"\/><circle cx=\"10.5\" cy=\"6.5\" r=\".8\"\/><circle cx=\"15.5\" cy=\"6.5\" r=\".8\"\/><circle cx=\"20.5\" cy=\"6.5\" r=\".8\"\/><circle cx=\"3\" cy=\"10.5\" r=\".8\"\/><circle cx=\"8\" cy=\"10.5\" r=\".8\"\/><circle cx=\"13\" cy=\"10.5\" r=\".8\"\/><circle cx=\"18\" cy=\"10.5\" r=\".8\"\/><circle cx=\"23\" cy=\"10.5\" r=\".8\"\/><\/g><\/svg><\/span><\/div><\/div><\/section>\n<\/main>\n<script>\n(function(){\"use strict\";var root=document.getElementById(\"mxacc-root\");root.classList.add(\"js\");var reduced=window.matchMedia&&window.matchMedia(\"(prefers-reduced-motion: reduce)\").matches;var reveals=[].slice.call(root.querySelectorAll(\".reveal\"));if(\"IntersectionObserver\" in window&&!reduced){var observer=new IntersectionObserver(function(entries){entries.forEach(function(entry){if(entry.isIntersecting){entry.target.classList.add(\"visible\");observer.unobserve(entry.target)}})},{threshold:.12});reveals.forEach(function(item){observer.observe(item)})}else{reveals.forEach(function(item){item.classList.add(\"visible\")})}var tabs=[].slice.call(root.querySelectorAll(\".tab\"));var panels=[].slice.call(root.querySelectorAll(\".panel\"));function selectTab(tab,focus){var key=tab.getAttribute(\"data-tab\");tabs.forEach(function(item){var active=item===tab;item.classList.toggle(\"active\",active);item.setAttribute(\"aria-selected\",active?\"true\":\"false\");item.tabIndex=active?0:-1});panels.forEach(function(panel){var active=panel.getAttribute(\"data-panel\")===key;panel.classList.toggle(\"active\",active);panel.hidden=!active});if(focus)tab.focus()}tabs.forEach(function(tab,index){tab.addEventListener(\"click\",function(){selectTab(tab,false)});tab.addEventListener(\"keydown\",function(event){var next=null;if(event.key===\"ArrowRight\"||event.key===\"ArrowDown\")next=(index+1)%tabs.length;if(event.key===\"ArrowLeft\"||event.key===\"ArrowUp\")next=(index-1+tabs.length)%tabs.length;if(next!==null){event.preventDefault();selectTab(tabs[next],true)}})});var faqs=[].slice.call(root.querySelectorAll(\".faq-item\"));faqs.forEach(function(item,index){var button=item.querySelector(\".faq-question\");var answer=item.querySelector(\".faq-answer\");button.id=\"faq-q-\"+(index+1);answer.id=\"faq-a-\"+(index+1);button.setAttribute(\"aria-controls\",answer.id);answer.setAttribute(\"aria-labelledby\",button.id);answer.setAttribute(\"role\",\"region\");button.addEventListener(\"click\",function(){var open=!item.classList.contains(\"open\");faqs.forEach(function(other){other.classList.remove(\"open\");other.querySelector(\"button\").setAttribute(\"aria-expanded\",\"false\");other.querySelector(\".faq-answer\").hidden=true});if(open){item.classList.add(\"open\");button.setAttribute(\"aria-expanded\",\"true\");answer.hidden=false}})})})();\n<\/script>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Secure file sharing for accountants Keep sensitive client records inside a controlled exchange. My MX Data gives accounting firms a clear way to request, receive, review, and return financial documents. Named recipients, practical permissions, and detailed activity records help your team handle tax files, payroll data, working papers, and signed statements without public links or [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_mxb_teaser":"","footnotes":""},"class_list":["post-12417","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/mymxdata.com\/en-us\/wp-json\/wp\/v2\/pages\/12417","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mymxdata.com\/en-us\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/mymxdata.com\/en-us\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/mymxdata.com\/en-us\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mymxdata.com\/en-us\/wp-json\/wp\/v2\/comments?post=12417"}],"version-history":[{"count":10,"href":"https:\/\/mymxdata.com\/en-us\/wp-json\/wp\/v2\/pages\/12417\/revisions"}],"predecessor-version":[{"id":13951,"href":"https:\/\/mymxdata.com\/en-us\/wp-json\/wp\/v2\/pages\/12417\/revisions\/13951"}],"wp:attachment":[{"href":"https:\/\/mymxdata.com\/en-us\/wp-json\/wp\/v2\/media?parent=12417"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}