Secure document sharing
Share sensitive documents through expiring links; recipients confirm a code before they can download.
The problem it solves
Emailing tax returns and identity documents as attachments is risky.
How it works
- Choose the documents to share and set an expiry.
- Send the share link.
- The recipient verifies with a code and downloads.
What your practice gets
- No sensitive attachments in email.
- Links expire.
- Recipients verify before downloading.
Watch it in the product
A short recording of secure document sharing in use.
Questions accountants ask
Do links expire?
Yes. You set the expiry.
How does the recipient verify?
With a code sent to them.
Can I share several documents?
Yes.
Related features
Features that work alongside secure document sharing.
Client documents
Upload client documents one at a time or in batches, organise them, rename and move them, control visibility and re-run AI classification, with sync to your cloud storage.
VideoConnect your cloud storage
Connect OneDrive or Dropbox, test the connection and keep it in sync, so files stay in your own drive.
Cloud file manager
Browse, preview, upload, move, rename, copy, batch download and import files in your cloud storage, with a trash you can restore from.
VideoAI file search and organising
Search client files with AI, analyse files, and let AI propose a folder organisation plan that you approve before it is applied.
SharePoint integration
Connect SharePoint, browse sites and drives, and import documents into Fedix or export them back.
File access rules
Restrict who can see which files and folders, and check access in bulk.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.