For Finance provides financial and banking organizations an easy way to organize and share documents with robust security measures in place, so files are kept safely stored in the cloud.

CPA firms, investment companies, and banks trust to keep uploaded documents protected while providing a seamless solution to streamline workflows and facilitate communication with clients.

Features that make the ideal solution for finance include:

  • 1 Powerful group management

    Bridge the gap between departments or clients by creating custom users, groups, and folders with detailed levels of access and control. Users and teams help increase collaboration, communication and cohesion throughout your network.

  • 2 White-label branding

    Fully customize and brand your file-sharing platform to build trust and consistency with clients. Your personalized colors, domain and logos and allow you to have complete control over your organization's image. All traces of branding will be removed, so your client portal reflects your business' mission and goals.

  • 3 One-click collaboration

    Easily share documents between departments and clients without tedious, extraneous steps. Send a link that can optionally expire and allow others to upload files without creating an account first. makes the process of sharing files quick, easy, and intuitive.

  • 4 Flexible permission control

    Gain control of who has access to private client files with a wide range of permission scenarios. Delegate specific read, write, and delete permissions on a per-user, per-group, or per-folder basis to maximize the security of your stored documents.

  • 5 Large file support

    With’s fast speeds and support of file uploads up to 5TB, you won’t run into the common “attachment is too large to send” problem other firms face when attempting to email documents between clients and departments.

  • 6 The best security

    At, we take security extremely seriously, which is why we we make protection of your sensitive business assets our No. 1 priority. Your files will be encrypted at rest and in transit, and we offer comprehensive logging so you can see who is adding, removing and accessing any stored document. Our file-sharing platform is also compliant with regulations, including HIPAA and GDPR.

Integration features and options +’s Zapier integration allows you to streamline your files with more than 750 different applications, allowing for even more control and customization of your documents. + You!

All Premier plan subscribers get access to our workflow setup concierge, so’s engineers can help ensure the platform drops right into your existing environment. + Your clients

Design a personalized, highly secure interface for each of your clients with’s white-label branding features. Drag-and-drop capabilities and fast uploads make it intuitive for those you serve to send or receive documents quickly and easily.


The maximum size of any single file a user can upload from any interface using


The number of hours of custom development work included with your Premier account.


The number of days in your free trial with — but you’ll love it from day one.