Secure File Sharing for Accountants: Tips and Sharing Options

Secure File Sharing for Accountants: Tips and Sharing Options

Secure File Sharing for Accountants

Published: 04/5/21

Secure File Sharing for Accountants is one of the most common ways for small businesses to maintain important data in a confidential way. Financial documents consist of sensitive data, that, if leaked can cause havoc. There are several cloud-based storage sharing sites offering a convenient way to share documents, but you need to keep an eye on the one that best meets your business needs.

Most secure file sharing sites are online, they claim to provide authentic software and several functions that make them look like a good option.  Those businesses that are slow to adapt to the online tools, find it difficult to maintain the records the right way.

Such file-sharing services are designed to keep consumers in mind. Using online file-sharing services is crucial for remote work and also to evolve the accounting and bookkeeping practices.

Is There Any Risk with Secure File Sharing Sites?

If you are not using the right software it will cost you big times in the form of;

  • Breach of sensitive data – one of the most precarious risks is that financial data is exposed. Even if it’s unintentional it can cause problems like unauthorized access to the files and so on.
  • Potential attacks – if an online file sharing service requires you to bypass the firewalls, then you are opening yourself to being defenseless against the hackers.  Cyberattacks are a flight risk which you shouldn’t ignore.
  • Malicious tool – a file might carry a virus. If opened, the virus will spring into action and inadvertently download and introduce malware into the system.

Secure File Sharing for Accountants: Practice Safe with Easy Tips

My CPA Dashboard is one of the most genuine online software commonly used for secure file storage by accountants and bookkeepers all over the US. small businesses find it easy to use a file-sharing solution with their accountants and clients for a variety of reasons.

Take a look at the tips mentioned down below that keep critical financial information secure and confidential.

1. Quick Actions

Manual accounting practice is still common among small businesses. If you want to make sure your documents are safe and not within easy reach of culprits, using the secure file share option is perhaps the best one.

For instance, in case you need to insert additional changes in the documents, you do not need to find the file in the cabinet, instead just open the software dashboard, and click on the categorized folder. Quick action can save businesses tons of future losses.

2. Business-Grade System

My CPA Dashboard is not a consumer-grade service provider. Why? Because it leaves you susceptible to data breaches and malware threats. The software was constructed keeping the accountants and professional bookkeepers and CPAs in mind.

Because the initial consumer is the said professionals, they have control over who they share the file access and so on. Cloud storage provides an additional layer of security to keep the information safe and confidential.

3. Easy to Use Dashboard

Using software that is easy to use for accountants is a blessing. Cloud-storage makes it easy to access, download and upload files with an easy-to-navigate dashboard.

Such software for secure file storage is easy to install and implement in your daily work routine. The setup is ideal and the speed doesn’t interfere with the regular workflow either. The ongoing agility allows the accountant to deliver the tasks and manage the documents and all relevant files smoothly.

4. Integrated System

Using secure file sharing for accountants like My CPA Dashboard is tempting. For small businesses hiring a full-time accountant can double the expense. Hiring a remote individual accountant using the integrated system benefits most to save costs in the long run.

Because online file-sharing systems are highly integrated, streamlining different departments is easier than ever. For instance, even email security is guaranteed when you send one via such software. Such platforms are highly secured and guarantee an effective workflow.

5. Backup

Automated backup is an additional advantage for using online file storage. It’s easy to manage thousands of disparate files and organize them in central locations. Backup cloud storage is an incentive for accountants.

All the revisions and backups are rolled back into the cloud storage but have limited access. Data is more secure than ever this way. Files are organized in central locations and revising documents is easily facilitated.


Online secure file sharing is an acceptable idea for small businesses. The benefits work in the favor of the company and employees. My CPA Dashboard helps to improve the work quality for the Accountants, Bookkeepers, and CPAs. Contact us for further details.

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