Secure File Transfers

Make it easy for your clients to send you files with a secure file transfer system built and branded for your business.

Add value to your firm’s services by making it easy for your clients to securely exchange sensitive files with your firm. TrustedTransfer’s client archive provides you with a secure and easy way to establish a shared drive, always available in the cloud, between you and your clients.

After you register, as the firm administrator, you can begin adding clients to your access list. The client is automatically emailed a link inviting them to register with TrustedTransfer’s website and establish his or her account. The client can then return to TrustedTransfer at any time to upload files, making them available to you and your partners, or view and retrieve existing documents. Your firm can add, edit and delete files from each client’s folder as well, allowing your client to have a secure location to view his or her final engagement documents.

Even more, the TrustedTransfer user interface utilizes your firm's name, logo and contact information. Your client sees a branded product from your firm and perceives the value of doing business with your firm. We also offer a solution that can be easily embedded in any existing website. Please contact us to discuss this option in greater detail.

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