Counsel Clients Efficiently and Securely for Maximum Data Privacy

Expert counsel and “round the clock” availability are no longer enough. Consultants in accounting, marketing, IT, and other professional services must also protect the information they send, share, and receive from their clients.

The Kiteworks Private Data Network unifies, controls, secures, and tracks sensitive content shared over email, file sharing, MFT, SFTP, and web forms in compliance with FedRAMP, ISO 27001, SOC 2, Cyber Essentials Plus, IRAP, and more. Finally, only you have access to your sensitive content.

Secure Communication for Client Consultations

Professional service firms often need to share sensitive client information during consultations. Insecure communication can lead to data breaches and noncompliance with privacy regulations. Kiteworks provides a secure communication platform that safeguards client information. It uses robust encryption and access controls to maintain data integrity and confidentiality, ensuring compliance with privacy regulations.

Secure File Sharing for Project Collaboration

Firms often need to share sensitive project data for collaborative projects. Insecure file sharing can lead to data breaches and loss of intellectual property. Kiteworks offers a secure file sharing platform that protects sensitive project data. It uses advanced security features like encryption, access controls, and version control to prevent unauthorized access and data loss.

Managed File Transfer for Large Project Files

Firms often need to transfer large project files. Traditional file transfer methods can be slow and unreliable. Kiteworks provides a managed file transfer solution that enables firms to transfer large files quickly and reliably. It uses high-speed transfer technology and ensures data security during the transfer process.

Secure Web Forms for Client Data Collection

Firms often need to collect sensitive personal information from clients. Insecure data collection can lead to data breaches. Kiteworks offers secure web forms that enable firms to collect sensitive personal information securely. It uses encryption and access controls to ensure data integrity and confidentiality.

Email Security for Internal Communication

Firms often need to share sensitive information via email. Insecure email communication can lead to data breaches. Kiteworks provides email security features that protect sensitive information shared via email. It uses encryption, access controls, and audit logging to ensure data integrity and confidentiality.

Secure File Sharing for Contract Negotiations

Firms often need to share sensitive contract details. Insecure file sharing can lead to data breaches and loss of critical information. Kiteworks provides a secure file sharing platform that protects sensitive contract details. It uses advanced security features to prevent unauthorized access and data loss.

Managed File Transfer for Client Onboarding

Firms often need to transfer large files during client onboarding. Traditional file transfer methods can be slow and unreliable. Kiteworks offers a managed file transfer solution that enables firms to transfer large files quickly and reliably during client onboarding. It ensures data security during the transfer process.

Secure Web Forms for Service Requests

Firms often need to collect sensitive personal information for service requests. Insecure data collection can lead to data breaches. Kiteworks provides secure web forms that enable firms to collect sensitive personal information securely for service requests. It uses encryption and access controls to ensure data integrity and confidentiality.

Email Security for External Communication

Firms often need to share sensitive information with external partners via email. Insecure email communication can lead to data breaches. Kiteworks offers email security features that protect sensitive information shared with external partners via email. It uses encryption, access controls, and audit logging to ensure data integrity and confidentiality.

Secure File Sharing for Audit Documentation

Firms often need to share sensitive audit documentation. Insecure file sharing can lead to data breaches and loss of critical information. Kiteworks provides a secure file sharing platform that protects sensitive audit documentation. It uses advanced security features to prevent unauthorized access and data loss.

Managed File Transfer for Data Backup

Firms often need to transfer large files for data backup. Traditional file transfer methods can be slow and unreliable. Kiteworks offers a managed file transfer solution that enables firms to transfer large files quickly and reliably for data backup. It ensures data security during the transfer process.

Secure Web Forms for Client Feedback

Firms often need to collect sensitive personal information for client feedback. Insecure data collection can lead to data breaches. Kiteworks provides secure web forms that enable firms to collect sensitive personal information securely for client feedback. It uses encryption and access controls to ensure data integrity and confidentiality.

Email Security for Marketing Communication

Firms often need to share sensitive information for marketing communication. Insecure email communication can lead to data breaches. Kiteworks offers email security features that protect sensitive information shared for marketing communication. It uses encryption, access controls, and audit logging to ensure data integrity and confidentiality.

Secure File Sharing for Financial Reporting

Firms often need to share sensitive financial reports. Insecure file sharing can lead to data breaches and loss of critical information. Kiteworks provides a secure file sharing platform that protects sensitive financial reports. It uses advanced security features to prevent unauthorized access and data loss.

Managed File Transfer for Data Migration

Firms often need to transfer large files for data migration. Traditional file transfer methods can be slow and unreliable. Kiteworks offers a managed file transfer solution that enables firms to transfer large files quickly and reliably for data migration. It ensures data security during the transfer process.

Secure Web Forms for Client Consent

Firms often need to collect sensitive personal information for client consent. Insecure data collection can lead to data breaches. Kiteworks provides secure web forms that enable firms to collect sensitive personal information securely for client consent. It uses encryption and access controls to ensure data integrity and confidentiality.

Professional Services FAQs

The Kiteworks Private Data Network adheres to or supports GDPR compliance, HIPAA compliance, CMMC 2.0 compliance, ITAR compliance, PCI compliance, and many others, as well as security frameworks like NIST CSF and GxP. Its unified platform tracks all client data exchanges across Kiteworks secure email, Kiteworks secure file sharing, secure MFT, Kiteworks SFTP, and Kiteworks secure web forms, while providing detailed audit logs that showcase your firm’s commitment to information security during client security assessments.

Kiteworks secure collaboration, part of the Kiteworks Private Data Network, empowers professional services organizations to collaborate with partners on client projects in a way that works best for the team. This includes Kiteworks secure file sharing, Kiteworks secure email,
secure mobile file sharing,
secure virtual data rooms, and other channels. Sensitive client information containing personally identifiable and protected health information (PII/PHI) is protected with granular access controls that determine precisely which consulting experts can access specific client documents. Its comprehensive version control tracks all document modifications while its advanced encryption prevents unauthorized access. Finally, Kiteworks’ detailed audit logs document all file activity, maintaining accountability throughout multi-party engagements.

Kiteworks secure file sharing and
secure virtual data rooms, consolidated within the Kiteworks Private Data Network, enable secure transmission of extensive due diligence documentation for M&A transactions. Kiteworks’ secure MFT offers advanced transfer acceleration technology, handling large document collections efficiently while maintaining end-to-end encryption throughout the transfer process. Because these and other channels are consolidated, comprehensive security features like a hardened virtual appliance, FIPS 140-3 Level 1 validated encryption, and secure deployment options like private, hybrid, or FedRAMP authorized private cloud deployments ensure sensitive financial and operational data remains protected during critical transaction phases, while creating detailed audit trails for compliance documentation.

Kiteworks’ secure web forms, part of the Kiteworks Private Data Network, provide comprehensive protection for client intake processes. These customizable forms implement FIPS 140-3 Level 1 validated encryption and access controls to ensure only authorized personnel have access to sensitive client PII and financial data. The platform tracks all file activity—who sends what to whom—viewable in the CISO Dashboard, for auditing and demonstrating compliance, including FINRA, GLBA, and PCI compliance, among others.

Kiteworks secure email and file sharing, part of the Kiteworks Private Data Network, provide comprehensive protection for confidential client strategy communications. Unlike standard email, Kiteworks implements advanced encryption, an email protection gateway, and access controls that prevent unauthorized access to sensitive strategic recommendations. The platform’s unified approach ensures consistent security across all communication channels while providing detailed audit logs that document every interaction with client strategy documents throughout the engagement lifecycle.