Financial Services
Secure File Transfer
Moraph resells, implements and runs Kiteworks so your clients can upload tax returns, statements and other sensitive documents through an encrypted upload link or portal rather than ordinary email.
Moraph resells, implements and runs Kiteworks so your clients can upload tax returns, statements and other sensitive documents through an encrypted upload link or portal rather than ordinary email. Kiteworks controls who can see each file, how long it is kept and every download, and Moraph configures it to your retention and data-handling policies. Moraph runs the service day to day, while your firm decides who has access and how long documents are kept.
Need help? See the support guide for Secure File Transfer.
- Industry
- Financial Services
- Type
- Managed Ecosystem
- Platform
- Kiteworks
Before you start
- Your organization uses Secure File Transfer as a managed platform from Moraph.
- A Moraph client account in that organization, signed in.
- For changes to the service: the administrator or technical contact role in the Moraph Portal.
Most common tasks
Getting started
What it is, what you need, and your first steps.
- Getting started with Secure File Transfer
What Secure File Transfer is for, who uses it, what you need before you start, and your first steps.
Reference
Definitions, settings, limits and lookup tables.
- Security, data and compliance in Secure File Transfer
Security controls, supported requirements, hosting and limitations of Secure File Transfer.
- Secure File Transfer glossary
Terms used in Secure File Transfer and its documentation.
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