FileCloud meets the specific file sharing requirements of accounting firms such as secure file sharing, detailed audit logs for data compliance, integration with on-premises file shares, custom branding, document management for tax preparers and endpoint protection in real-time. Streamline document workflows and improve productivity with FileCloud’s unique capabilities to monitor, prevent, and fix data leaks during file transfer.
Client Portal for Accountants
FileCloud offers a smarter, more effective web portal to exchange tax documents for accountants and tax consultants. Collect confidential financial documents, send client updates instantly, review files across devices, and scale up seamlessly as your firm grows. Client portal software saves time and hassle and increases efficiency by enhancing business relationships. Easily integrate with your existing tax software for accounting firms.
Increase Productivity
- Upload or drag & drop files
- Streamline document sharing
- Share links for small & large files
- Unlimited storage for accounting file sharing.
- Hierarchical retention policies & Records Management
- Exportable audit logs (what, when, who, where, how)
- Data leak prevention & Data Governance support
- 256-bit encryption for data at rest; SSL/TLS protocols for data in transit
- Antivirus scanning and malware detection/recovery
- Automated workflows
Data Governance
FileCloud allows administrators to seamlessly manage the entire life-cycle process of their business documents, from creation to retention and finally disposal, all from the administrator dashboard. FileCloud provides a separate Governance Dashboard which allows administrators to see all system alerts generated by any retention policy violations or conflicts, as well as any expiring policy dates.
Retention Policies
FileCloud retention policies allow for automation of file and folder processing. This policy-based automation is designed to help secure digital content for compliance, but it can also enhance the management of digital content, without worrying about user permissions or employee turnover. Retention policies and Records Management policies support compliance with legal requests, trademark issues, patent infringement, employee lawsuits, and consumer complaints.
Complete Control
Run FileCloud wherever and however you want. FileCloud Enterprise Server, the on-premises solution, allows you to set up your storage behind your company’s firewall. Hosting FileCloud on-premises enables you to integrate with your existing AD, File Shares, and NTFS file permissions. FileCloud Enterprise Online, the cloud storage solution, is an easy way to hit the ground running, without worrying about setting up or maintaining hardware or software infrastructure. You can choose where your data is hosted by region, in our world-class data centers, as well as your storage provider (AWS, AWS GovCloud, Azure). Alternatively, you can leverage a hybrid solution to get the best of both worlds. Whichever solution you choose, you maintain control over where your organization’s data is stored and how it is shared.
DLP and Device Management
FileCloud’s unique capabilities to monitor, prevent, and fix data leakage assure sensitive financial data is protected across all your devices (laptops, desktops, smartphones, and tablets). In case of a breach, admins can remotely wipe FileCloud data in any connected device. FileCloud’s Data Leak Protection is a powerful feature supported by customized metadata sets, a Smart content classification engine, and no-code DLP expression builder that can be implemented by administrators. Once established, this system can automatically scan files for specified types of data (such as credit card numbers, driver’s license or passport IDs, or other PII).
If sensitive data is detected, the content classification engine then assigns relevant tags, which trigger established DLP rules. The entire system functions automatically, without the need to manually assess and sort incoming files. Any attempted sharing that violates DLP rules will be flagged by audit logs and users will be notified that the share is not permitted.
Also, read more about our secure Client Document Portal solutions.