For accountancy and advisory
Client financials.
Never an attachment.
Management accounts, a year-end pack, a valuation. Every one of them is a document you would not want forwarded, sent by the mechanism most likely to forward it.
No card required · Unlimited readers · Secure by default
The situation
What this looks like today
The most sensitive thing you produce travels the least safely
An attachment is a copy with no owner. Once it is sent, it can be forwarded, kept after somebody leaves, and read by whoever ends up with the mailbox.
Entity by entity, the permissions differ
A group finance director sees everything; a subsidiary's manager sees one entity. That is a real access model, and a mail client cannot express it.
Retention is a policy nobody can evidence
You have an obligation about how long records are kept and who saw them. What you can actually produce is a folder and a best guess.
What changes
Deliverd for accountancy and advisory
Everything below ships today. Where something needs a paid plan, it says so.
Opened with the client's own sign-in
Readers authenticate with the identity their organisation already uses, including SAML and OpenID Connect single sign-on. Nobody gets a password to remember, and nobody gets a file to leave with.
A workspace per client
Segment who can reach what, so an analyst on one engagement cannot browse another. Access is decided per report and evaluated on every request, assets included.
A record of who opened it
Views, versions, access changes and share links are written to an audit trail you can export — which is the difference between believing a client saw something and being able to show it.
An address, not an attachment
The work lands on a URL you can send. It stays put, so the link you shared at the kick-off still opens today's version rather than a copy of what it looked like in March.
It looks like your firm
Your name and logo, on your own verified domain, with notifications sent from your domain once it is verified. On the paid plans the reader sees your practice rather than ours.
The right person can ask
Somebody who needs a report and cannot open it asks for access from the page itself, and whoever owns it decides. Better than the alternative, which is a copy forwarded out of goodwill.
Questions
Accountancy and advisory and Deliverd.
Can we separate one client's entities from another's?
Yes. Workspaces segment access, and each report is granted to named people, groups or a whole organisation. The decision is enforced on every request rather than at the link.
What happens when someone leaves the client?
If they signed in through their employer's identity provider, removing them there ends their access at once — there is no separate password to revoke and no file already on their laptop.
How long is the record kept?
Audit and view history are retained for a period set by your plan, with custom retention available on Enterprise. Nothing is silently discarded before then.
Can a client ask for access rather than emailing us?
Yes. Someone who cannot open a report can request access from the page itself, and whoever owns it approves or declines. The request and the decision are both recorded.
Your clients should not have to open an attachment.
Publish the work to an address instead, and let the people who need it open it with the sign-in they already have.