Securely Share Financial Documents With Your Accountant

How to securely share your financial documents

Sending important documents to your accountant safely and securely can be a confusing and sometimes difficult thing to do. With new.space, this daunting task is super easy. To get started, just head to new.space to create a new blank space. After adding your important financials and other documents to a space, you can share the space by sending the URL of the space to whomever you want to share with. All the items shared into a space are [end-to-end encrypted][], so only the people you trust can see the content you share.

In today's digital age, sharing sensitive financial documents securely is paramount. new.space offers a cutting-edge solution for accountants, financial advisors, and clients to exchange confidential information with peace of mind.

End-to-End Encryption for Ultimate Privacy

new.space employs end-to-end encryption, ensuring that your financial documents remain private and protected from unauthorized access. This means that only you and your intended recipients can view the shared content, safeguarding your sensitive data from potential breaches.

Effortless Sharing with QR Codes and URLs

Transferring financial documents has never been easier. new.space allows you to share entire Spaces containing multiple files, links, and notes using a simple QR code or URL. This streamlined process eliminates the need for complex file-sharing systems or risky email attachments.

Versatile Content Support

Whether you're sharing tax returns, balance sheets, or investment portfolios, new.space accommodates all types of financial documents. You can effortlessly add:

• PDF files
• Spreadsheets
• Scanned documents
• Links to financial resources
• Explanatory notes

This versatility ensures that all relevant information is centralized in one secure location.

Collaborative Features for Financial Teams

new.space isn't just for one-time transfers. Its collaborative features make it ideal for ongoing financial projects:

• Real-time updates
• Commenting and annotation capabilities
• Easy sharing with QR code or secure link

These tools facilitate seamless communication between financial professionals and their clients.

No Sign-up Required for Quick Transfers

For quick document transfers, new.space doesn't require recipients to create an account. This friction-free approach makes it easy to share documents with clients who may be less tech-savvy or hesitant to sign up for new services.

Mobile Accessibility with iOS App

Access your financial documents on the go with the new.space iOS app. This mobile functionality ensures that you can securely view, share, and manage sensitive financial information from anywhere, at any time.

Try new.space right now for free and begin sharing with confidence.