A private, encrypted place to exchange statements, tax returns, contracts and records with clients. Every file passes through three independent layers of protection, and your firm keeps full control of where client data lives.
Think of it like a bank: a guarded entrance, a checkpoint inside and a vault. An intruder would have to get past all three.
Cloudflare's global security network stands in front of everything: encrypting every connection, absorbing attacks and keeping our servers' location secret.
Inspects every request that makes it through the shield, encrypts it again and turns away anything that doesn't belong.
Built on Nextcloud, it stores the files and controls who can open them, with two-step login, locked-down sharing and a full record of activity.
Internet → Shield → Gatekeeper → Vault
Built for protecting client data, not just convenience.
Client files are scrambled in transit, so no one can read them if intercepted.
Attackers can't find the system holding your data, let alone target it directly.
Malicious traffic, hacking attempts and bots are stopped before they reach your files.
A stolen password alone isn't enough; users also confirm with a phone app or security key.
Repeated failed logins are slowed and blocked automatically.
Send a link with a password and expiration date instead of an email attachment.
Decide exactly who can view, download or re-share each folder.
Every uploaded file is checked for malware before it's stored.
Restore earlier versions or deleted files after a mistake or ransomware.
Remotely sign out or wipe firm data from a lost phone or laptop.
See who accessed, shared or changed a file, and when.
Client files stay on infrastructure your firm controls, not a consumer cloud.
Secure File Share supplies controls and records that compliance programs depend on.
Statements, tax returns and account paperwork, with the records amended Regulation S-P expects.
Upload-only links for source documents and a secure place for finished returns.
Contracts, discovery and closing documents shared without trusting email.
Referrals, imaging and records requests with a full access log.
| Feature | Email attachments | Consumer cloud storage | Secure File Share |
|---|---|---|---|
| Protected from end to end | Rarely | Partly | Yes, on every connection |
| Links expire and need a password | No | Optional, often skipped | Can be required firm-wide |
| Access can be revoked after sending | No | Sometimes | Yes, instantly |
| Record of who opened what | No | Limited | Complete activity history |
| Firm controls where data lives | No | No | Yes |
| Malware scanning on upload | Varies | Varies | Yes |
| Recovery from deletion or ransomware | No | Limited | Version history and trash bin |
See the client experience and the controls your compliance team will use.
We map how documents move between your firm and clients today, and where the gaps are.
Clients see your firm's name and logo, and your team is up and running quickly.