When The Auditor Asks Who Accessed What — Can You Answer?

MyWorkDrive gives IT and compliance one audit trail across every storage system in your environment. Files stay on your infrastructure. Access is logged end to end. No VPN. No migration. No vendor cloud holding client data.

Staff get secure access from any branch or location. Compliance gets the answers examiners actually ask for.

Private Cloud File Sharing for Finance and Banking

Three Questions That Come Up In Every Examination.

Your examiner doesn't ask about your product stack. They ask about controls, residency, and evidence. Here's what MyWorkDrive provides.

"Who accessed this file, when, and from where?"

"Where does client data reside?"

"How do you control access from outside the office?"

Every file event is logged across every connected storage type.

Opens, edits, downloads, shares, and authentication attempts — each recorded with user identity, timestamp, source IP, device, and file path.

One audit trail regardless of whether the file lives on a Windows file share, SharePoint, or Azure storage. Export to Splunk, QRadar, or Microsoft Sentinel via Syslog.

Twelve branches. One admin console. One audit trail.

VPN doesn't scale across locations. Every branch adds complexity — new tunnels, new support tickets, new gaps in your audit coverage. Cloud migration raises data residency questions your compliance team has to answer.

MyWorkDrive gives every location the same secure HTTPS access to the same file shares. Branch staff, home offices, and mobile users all connect through one gateway. IT manages access, DLP policies, and device approval from a single console. Every file event is logged regardless of where the user sits.

No VPN infrastructure to maintain per location. No per-branch configuration. Add a location by adding users.

Secure Remote File Access

Share Documents With Clients. Keep Files On Your Servers.

Emailing portfolio reviews, policy documents, or workpapers creates copies that leave your environment permanently. Consumer file sharing means client data on a third party's cloud.

MyWorkDrive lets staff share files through secure links with controls that satisfy your compliance requirements.

  • Password-protected links with firm-wide minimum complexity requirements
  • Auto-expiration after a set number of days or views
  • View-only mode with watermarks, download blocking, and clipboard restriction
  • Full audit trail on every view and download with timestamp and IP
Files never leave your servers. Recipients view documents through a browser link. No account or software needed.
Wealth Manager

Sends quarterly portfolio review to client. View-only, watermarked, expires in 14 days. Every page view logged.

  • Wealth Manager
  • Loan Officer
  • Tax Accountant
  • Insurance Agent

Wealth Manager

Wealth Manager

Sends quarterly portfolio review to client. View-only, watermarked, expires in 14 days. Every page view logged.

Loan Officer

Loan Officer

Shares closing documents with borrower. Password-protected, download enabled, expires after closing date.

Tax Accountant

Tax Accountant

Delivers client workpapers. View-only until approved, then download unlocked. Access revoked after filing.

Insurance Agent

Insurance Agent

Sends policy documents to insured. Browser-only viewing with company watermark. Link expires in 30 days.

Runs on Your Infrastructure. No Vendor Cloud Between Your Staff and Your Files.

Runs On Your
Infrastructure

MyWorkDrive installs on your Windows Server or Azure VM. It connects to your existing file shares, SharePoint, and Azure storage. Files are accessed directly — nothing is copied, cached, or routed through a third party.

Authentication Stays Under Your Control

Active Directory, Entra ID, or SAML. MFA and Conditional Access policies you already manage apply automatically. No separate credentials. No vendor-managed identity layer.

$5/User/Month. All Connectors. All Clients.

Web browser, mapped drive, and mobile apps included. No per-GB storage fees. No per-connector charges. Average deployment from install to first user access: under 2 hours.

MyWorkDrive cannot elevate permissions. It enforces what your storage and identity systems already grant. It can add restrictions through DLP policy but cannot authorize access that hasn't already been granted.

FINRA SEC / SOX GLBA PCI-DSS HIPAA

MyWorkDrive provides the technical controls and audit capabilities. Your compliance team owns the framework.

Who This Is For

Wealth Management

Advisors need client files from any office. Compliance needs proof of who accessed what. One platform that satisfies both without putting client data in a vendor cloud.

Banking and Credit Unions

Branch staff access shared files without VPN. Every location covered by one audit trail, one set of DLP policies, and one admin console.

Insurance

Underwriting, claims, and policy files scattered across offices and storage systems. One secure access layer with a unified audit trail across all of it.

Accounting and Audit Firms

Client workpapers stay on your servers. Share with clients through controlled, expiring links. Every view and download logged for engagement documentation.

Connect a test share. See the audit trail before your next examination.

Start a free trial on your infrastructure. Files accessible from a browser in minutes, with every access logged from the first click.