Secure Client Portal for Accountants
Why is a Secure Client Portal & File Sharing Important for Accountants?
You understand the need for confidentiality. An organization’s financial data indicates its successes and shortcomings. Unless such information is ready for release to stakeholders, it must be privately analysed and interpreted. However, your success also depends on secure file sharing for accountants as you work with colleagues and – if you are part of an accounting firm – different companies.
Also catering to the specific needs of auditors, you can have security and privacy while flexibly sharing large and important documents through TitanFile.
TitanFile is a Solution that Provides
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Easy Platform Adoption
When you share private documents that need a quick response, it is best to use a platform that is easy for everyone associated with your organization.
TitanFile offers a solution designed for both beginners and advanced subscribers, with an intuitive interface and rewarding user experience. It’s easier to use than the File Transfer Protocol (FTP), as well as SSH secure file transfers and on premise file sharing alternatives.
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Send and Receive Files with Confidence
Unfortunately, stories about financial data leaks and security breaches are common.
Regardless of the project, there needs to be a system in place to allow for secure peer-to-peer (p2p) file sharing. This is why TitanFile provides top-tier security, giving clients the same protection approved for U.S. agencies requiring Top Secret clearance. Users enjoy protection powered by a 256-bit encryption key. For comparison, many file sharing services use keys that are only half as strong at 128 bits.
With these features, you will confidently share financial statements, legally-sensitive account information, and any other information through a secure online directory.
See our full security overview.
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Precise File Tracking and Organization
How many confidential documents pass by your desk each day? Are you sure that these documents are only being viewed by the intended person when you share them online?
To address these concerns, TitanFile users can smoothly share private files through Channels. These are secure online areas that let you exchange and discuss documents.
In addition, TitanFile features audit logs, which clearly track and time-stamp who accesses your files, and send you instant notifications when files have been accessed.
Case Study
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TitanFile gives you peace of mind by:
- Providing a secure client portal for accountants and clients
- Maintaining audit logs that track and time-stamp who accesses sensitive financial files
- Giving you a choice of where your data resides (U.S., Canada, or Europe)
- Eliminating the need to ask IT for FTP links or other cumbersome file transfer methods
- Making it easy for individuals inside and outside your organization to learn and use, letting you quickly and safely collaborate
With unlimited storage capacity and protection U.S. government bodies use for Top Secret files, TitanFile users seamlessly share and store large, financially-sensitive documents.
“ Since deploying TitanFile, our firm has seen great improvement when it comes to client communication, deliverables, and is experiencing quicker turnaround times. Our clients love that they can scan and upload receipts, tax documents, and other files to our secure client portal all year round. ”
– Murtaza Lukmanji, Director of IT at Crowe Soberman
Frequently Asked Questions
What is a secure client portal for accountants?
A secure client portal for clients is a secure environment where accountants exchange confidential files with their clients, such as receipts, tax documents, and other financial information. A secure client portal replaces traditional email, courier, or fax.
How do I upload files to the client portal?
In TitanFile’s client portal, your accountants and clients will collaborate in secure workspaces called Channels. Within these channels, you can exchange files and messages as easily as in email using the Attach File or Attach Folder buttons.
How do I download a document from the Titanfile client portal?
In TitanFile’s client portal, your accountants and clients will collaborate in secure workspaces called Channels. Within these channels, you can exchange files and messages as easily as in email. To download files, simply click on them.
What types of documents can I upload to the TitanFile client portal?
In addition to unlimited storage, you can upload documents of any file type into TitanFile’s client portal.