File Management for Finance & Accounting

Why Financial Services Choose Files.com for Web-Based File Transfers

In financial and accounting services, file transfers are more than operational—they’re critical to client trust, data integrity, and regulatory compliance. That’s why firms are turning to Files.com, a secure, cloud-native file transfer platform built to streamline complex workflows while maintaining full visibility and control.

And if the name sounds familiar, it should—Files.com is the sister product of ExaVault, offering a modern, fully web-based alternative to ExaVault’s appliance-based approach.

Built for the Web: Transfer Files To or From Anywhere

While ExaVault connects to your on-premise storage using a local hardware appliance, Files.com eliminates that dependency. Everything happens in the cloud—securely and seamlessly. You can transfer files between on-premise systems, cloud storage, client endpoints, or internal teams, all through a browser or API—no appliance or software installation required.

Files.com gives your team full control from anywhere, whether you’re working from a firm’s data center, a home office, or on-site with a client.

Intuitive Web Interface for Teams and Clients

Manage files with ease using our modern, browser-based interface. Upload, download, organize, and share files in seconds using drag-and-drop tools and one-click links. Clients can securely send documents through branded upload portals—no login required.

Need to collect more than just the file? Use our customizable forms to gather metadata like client names, account numbers, or reporting periods—all captured securely with each submission.

Complete Visibility with Detailed Activity Logs

Files.com provides built-in activity logs so you can see exactly who accessed what, when, and how. Filter logs by user, file name, date range, or activity type (upload, download, delete, etc.)—perfect for audits, compliance reviews, or internal reporting.

Tight Access Controls for Compliance and Security

Keep your firm in control with fine-grained permissions. Assign role-based access, restrict users to specific folders, and adjust settings instantly through the web interface. You can even automate access provisioning via SSO or user directories.

Whether it’s a junior staff member uploading tax documents or a senior partner reviewing year-end reports, you control who sees what.

Security That Meets Financial Industry Standards

Files.com delivers enterprise-grade protection with encryption in transit and at rest, SFTP and FTP-SSL support, IP whitelisting, and password complexity enforcement. We support regulatory compliance frameworks like SOC 2, HIPAA, and GDPR—so you can transfer financial data with confidence.

Make a Professional Impression with Custom Branding

Files.com allows you to brand every part of your file transfer experience—client portals, notification emails, and even the domain name. Present a seamless, professional front that reinforces your firm’s credibility and client trust.

Files.com: A Cloud-Native Alternative to Appliance-Based File Transfers

As the sister-product to ExaVault, Files.com is a natural next step for financial services firms ready to leave appliances behind. Move files between any location—cloud, on-premise, client systems—using just your browser or API. No hardware. No hassle.

Start your free trial to explore everything Files.com offers, or contact us to learn about our enterprise plans, complete with high-capacity storage, automation features, and dedicated support.