Efficiently share sensitive financial documents with one secure platform
- Instant value with a preconfigured, intuitive solution
- Seamless client collaboration, no registration required
- Security by design for risk-free transactions
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Trusted by 12,000+ organizations worldwide
Your Tresorit values for financial processes
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Swiss Made Privacy
With Tresorit’s client-side encryption & Swiss data protection practices, you can securely exchange bank statements, tax filings, and other sensitive financial documents.
![](https://cdn.tresorit.com/webv10/dist/gatsby/static/89aa09fb5e63d976bc063ab39a505cd3/c8c5b/feature-2.png)
eSignatures included
freeOptimize contract lifecycles, account openings & loan origination with integrated eSignatures. Stay secure and compliant – even with rigorous European regulations.
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Out-of-the-box productivity
Deliver immediate value to your customers and bring services faster to the market – no training, no account registration required.
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All-in-one cost-effective solution
Facilitate friction-free interactions with a single affordable platform. Protect sensitive client documents, such as investment reviews, insurance analysis & tax planning.
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Industry regulations and standards
Reduce regulatory risks & insurance costs while meeting strict financial services standards – GDPR, FINRA, Bafin, MaRisk, ISO 27001, and beyond.
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Visibility and control
Spend more time with your clients and less time preparing for financial audits - with an overview dashboard, granular controls & reporting.
Service excellence for your finance document workflows
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Customer success stories
Read our eBook to learn more about:
![](https://cdn.tresorit.com/webv10/dist/gatsby/static/e973413f49bc6f65f798a55f25dab5f7/091fa/ebook-mockup.png)
- The fundamentals of encryption
- The strengths and weaknesses of different encryption forms
- And why you should encrypt information in the first place
Find out more
Take action now
Try for free
Start a 14-day free trial
Request a demo
See Tresorit in action