Straight answers on who can read your files: provider comparisons, compliance checklists, and document workflows for firms that handle client data.
Updated Oct 19, 2026
4 articles
Compliance ·
Since June 2023 the FTC Safeguards Rule has treated tax and accounting firms as financial institutions, with a WISP and technical safeguards including encryption and MFA. No tool makes you compliant, but the tools you send client files through either satisfy the safeguards or undercut them. A plain-language map of the file-sharing requirements, and where zero-knowledge encryption fits.
Compliance ·
A plain account of how ShieldFive supports professional confidentiality, GDPR, and GLBA obligations — and, just as plainly, where its limits are: no external audit yet, no SOC 2, no BAA.
Compliance ·
HIPAA does not specify a product. It specifies outcomes. Understanding what those outcomes require for file sharing is what separates compliant workflows from compliant-looking ones.
Compliance ·
Turn GDPR sharing principles into execution: minimization, controlled links, governed exceptions, and audit-ready evidence.