Finance
Finance
Finance
No Inbox Residue Ensures Client Trust
Client information lives in your inbox. Even if you don't want to admit it we know it's there… Get secure encryption, file sending and your clients don't even have to login






Trusted by 100+ businesses worldwide
Dirty Inboxes are a problem
We know there's stuff in your inbox that shouldn't be there, left hiding from months ago, something you should have deleted but forgot, that account number, that copy of some ID... have you tried doing a search for the word passport?
Dirty Inboxes are a problem
We know there's stuff in your inbox that shouldn't be there, left hiding from months ago, something you should have deleted but forgot, that account number, that copy of some ID... have you tried doing a search for the word passport?
Dirty Inboxes are a problem
We know there's stuff in your inbox that shouldn't be there, left hiding from months ago, something you should have deleted but forgot, that account number, that copy of some ID... have you tried doing a search for the word passport?
Take the Inbox out the equation
Using Key&Box takes the dirty inbox out of the equation. Never will something be lleft behind somewhere it shouldn't, not in the SentBox either for that matter...Finance teams all over are seeing the benefits of using secure service to move data between one place and another.
Take the Inbox out the equation
Using Key&Box takes the dirty inbox out of the equation. Never will something be lleft behind somewhere it shouldn't, not in the SentBox either for that matter...Finance teams all over are seeing the benefits of using secure service to move data between one place and another.
Take the Inbox out the equation
Using Key&Box takes the dirty inbox out of the equation. Never will something be lleft behind somewhere it shouldn't, not in the SentBox either for that matter...Finance teams all over are seeing the benefits of using secure service to move data between one place and another.
Securing data One Box at a Time
Key&Box is all about securing data, for finance teams everywhere, send KYC data via Key&Box, knowing it's 100% compliant and will destroy itself after the fact
Securing data One Box at a Time
Key&Box is all about securing data, for finance teams everywhere, send KYC data via Key&Box, knowing it's 100% compliant and will destroy itself after the fact
Securing data One Box at a Time
Key&Box is all about securing data, for finance teams everywhere, send KYC data via Key&Box, knowing it's 100% compliant and will destroy itself after the fact
Statements
Financial advisors can now send statements or receive client portfolio forms securely from Outlook. No sensitive data ever stays in an email inbox – everything goes through expiring, encrypted Boxes.
Statements
Financial advisors can now send statements or receive client portfolio forms securely from Outlook. No sensitive data ever stays in an email inbox – everything goes through expiring, encrypted Boxes.
Statements
Financial advisors can now send statements or receive client portfolio forms securely from Outlook. No sensitive data ever stays in an email inbox – everything goes through expiring, encrypted Boxes.
Fully Auditable and GDPR-Compliant
Our Boxes are fully auditable, who sent the request and when did they send it, when was it completed, who opened the Box and how many times did they open it. It also auto-expires so it’s not sitting in inboxes. This helps meet data protection regulations and internal compliance policies.
Fully Auditable and GDPR-Compliant
Our Boxes are fully auditable, who sent the request and when did they send it, when was it completed, who opened the Box and how many times did they open it. It also auto-expires so it’s not sitting in inboxes. This helps meet data protection regulations and internal compliance policies.
Fully Auditable and GDPR-Compliant
Our Boxes are fully auditable, who sent the request and when did they send it, when was it completed, who opened the Box and how many times did they open it. It also auto-expires so it’s not sitting in inboxes. This helps meet data protection regulations and internal compliance policies.
Securing data One Box at a Time
Key&Box is all about securing data, for finance teams everywhere, send tax data via Key&Box, knowing it's 100% compliant and will destroy itself after the fact
Securing data One Box at a Time
Key&Box is all about securing data, for finance teams everywhere, send tax data via Key&Box, knowing it's 100% compliant and will destroy itself after the fact
Securing data One Box at a Time
Key&Box is all about securing data, for finance teams everywhere, send tax data via Key&Box, knowing it's 100% compliant and will destroy itself after the fact
Key Benefits
Automatic Reminders
We remind your clients to complete the box 24 hours before it's due to expire, ensuring they always complete on time.
Customisable Templates
Real-Time Alerts
Seamless Collaboration
Automatic Reminders
We remind your clients to complete the box 24 hours before it's due to expire, ensuring they always complete on time.
Customisable Templates
Real-Time Alerts
Seamless Collaboration
Automatic Reminders
We remind your clients to complete the box 24 hours before it's due to expire, ensuring they always complete on time.
Customisable Templates
Real-Time Alerts
Seamless Collaboration


