ShareSafe for accountants
Have the figures analysed. Keep your clients' names to yourself.
Annual accounts you want AI to compare, a file for a colleague to review, papers for an adviser. ShareSafe replaces client names and account numbers. The figures you want analysed stay as they are.
Three moments figures leave the practice.
Analysis with AI
You ask AI to compare annual accounts or spot anomalies. Client names and account numbers appear as placeholders.
A colleague's review
A colleague or specialist reviews a file without seeing which client it belongs to.
Papers for an adviser
A tax adviser or lawyer gets the papers they need, with identifying details replaced.
How ShareSafe helps your practice.
Protect
ShareSafe finds names, addresses, account numbers and amounts. When you check the result, you choose what's replaced and what stays readable.
Share
Share through a link with an expiry date, with a password or limited to one email address if you like. Revoke it whenever you want.
See it again
People with the right access see the real details again in Workspace. The activity log shows what has happened to each file.
Work in Claude?
Connect Workspace to Claude and ask your question about the protected version. View the original details privately in a ShareSafe panel inside Claude.
How ShareSafe works in Claude →Compare [ORG_01]'s turnover across these two sets of accounts. Which lines grew the most?
Built to be checked.
- ShareSafe is ISO 27001 certified.
- Workspace files are stored in the EU.
- If you use AI, the AI service receives the protected version.
- Recognition can miss things, so you check the protected version before you share it.
Does your practice handle sensitive figures?
Tell us what documents you work with, and we'll show you how ShareSafe fits in.
Request a demo