Secure file sync & sharing for financial services

Tresorit helps you store and share confidential financial records and documents securely in the cloud. End-to-end encrypted, easy access anytime, anywhere.

  • Erste Bank
  • Deutsches Rotes Kreuz
  • IT Services

Keep confidential financial data safe

In the past couple of years, data breaches in the financial industry have been on the rise. Stories are making headlines about how small firms and big institutions alike are wrecked by hackers or unintentional data disclosures. At the same time, financial services, departments and finance professionals have to navigate in a heavily regulated environment and comply with multiple data protection standards. The coming GDPR imposes new, even stricter requirements for managing data. Also, clients are demanding increasing levels of security, but traditional ways of sharing files over email, or accessing documents via FTP and VPN all have security flaws.

Tresorit is an end-to-end encrypted secure file storage and sharing solution that enables professionals to access financial statements, contracts, tax returns, W-2 forms, spreadsheets and other records anywhere and collaborate internally and externally, while keeping confidential information safe and sensitive documents secure. Using Tresorit helps you and your clients stay safe - insecure email attachments and other file transfer methods can be easily replaced with Tresorit links and their added control options.

Share easily with clients, partners and other teams Share easily with clients, partners and other teams

Show clients their security
matters to you

Protect your files with end-to-end encryption. Due to our zero-knowledge technology, encryption keys are not stored on our servers, ensuring protection against hackers and server side data breaches.

Replace email attachments. Insecure email attachments and other file transfer methods can be easily replaced with secure Tresorit links. Your clients can instantly access important business files without downloading a software or creating an Tresorit account. Keep control by setting up download limits, expiration dates, and a password for extra protection

Protect confidential information. Share financial documents across internal users, clients and vendors through password protected file links and permission-based shared folders securely. Set up company security policies for ultimate control of your internal files.

Replace risky email attachments Replace risky email attachments

Work from anywhere – securely

Access files on smartphones and tablets. Access, review and edit files on your smartphone or tablet anywhere. Files and folders are synced and encrypted automatically, without you noticing it.

Stay safe on any device. When you upload your files to Tresorit, nothing leaves your devices unencrypted. End-to-end encryption keeps your file content private when sending or downloading files on the go.

Bring Your Own Device (BYOD). The administrator of your Tresorit company account can add additional authentication steps, log out from devices remotely and wipe the files in case a device gets lost or stolen.

Replace risky email attachments Replace risky email attachments

Bullet-proof protection for your financial documents & records

Flexible folder structure. Team members can keep the way they like to organize files locally, independent from the folder structure in the cloud. No need to change what is already on your computer. Uploading a backup only takes a few clicks.

Sync automatically. Tresorit updates your files in real-time and automatically adds any edits you make to your online backup. That way, you and your partners can access the latest version of your data from any device.

Recover from ransomware attacks. Keep track of changes by your collaborators, solve version conflicts and use unlimited file versioning to roll back any previous file version. Recover your deleted files that are lost due to mistakes or a ransomware attack.

After a partner's Dropbox account was compromised, switching to Tresorit couldn't have been simpler for us. Their customer service is some of the best I've ever experienced.

– Robert Frodsham, Little Venice Partners, a financial advisory and corporate development firm specializing in transformative financial transactions

Read their story



Set up security policies to avoid accidental breaches caused by employee errors.

  • Certified datacenters

    The data centers used by Tresorit are audited for ISO27001:2005, SSAE 16 and several other certifications. We use Microsoft Azure data centers located in the EU, in Ireland. Learn more about our data centers

  • ISO 27001

    Tresorit has a certification for compliance with ISO 27001:2013. Tresorit was audited and certified by TÜV Rheinland, an independent third-party auditor. Our compliance with this internationally-recognized standard and code of practice is evidence of our commitment to information security at every level of our organization

  • GDPR

    The GDPR highlights encryption as one of the technology measures to ensure data protection and compliance. With Tresorit's end-to-end encryption technology, your encryption keys that unlock your data are stored on the client side, on your device. Unlike in-transit or at-rest encryption, only you and those who you share with have access to the information. Learn more about GDPR and encryption


    With its zero-knowledge, end-to-end encrypted technology, Tresorit offers a HIPAA compliant cloud storage solution. Tresorit signs HIPAA Business Associate Agreements (BAA) for customers, who are seeking HIPAA compliance to safeguard Protected Health Information (PHI). Learn more about HIPAA compliance

Centralized control over information

Centralized control over information

Set up security policies on your Admin Center to avoid accidental breaches caused by employee errors.

  • Define security policies

    The owner and admins of a Tresorit Business Account can apply policy templates to a set of users and create different policies to each template. Also, the admins can modify these policies at any moment. Policy templates include: 2-Step Verification, IP filtering, Timeout policies, Allowed Devices and Sharing policies.

  • Monitor device and user statistics

    Admins can monitor and decide which devices are allowed to be used to access files within your company, and where users are allowed to log into the company account to safeguard business-critical documents.

  • Revoke access from users and devices

    Tresorit Advanced Control enables Tresorit Business admins to enhance the security of their organization by resetting their users' lost passwords and revoke access from lost or stolen devices. Learn more about Advanced Control

“Tresorit gives you a cloud-based storage service for all sorts of files, ranging from contracts, bank transactions, confidential images, audio recording, and more, without having to store them on your server.”


Keep control over your files