We use Citrix Sharefile: https://www.sharefile.com/pricing
With Sharefile, we have an upload button on our website, as well as in the signature of email. It also includes a gmail extension for sending files, which works well for our firm.
The upload link was made within Sharefile, where everything goes to a "website" folder and we get notified by email. Clients don't have to login, and simply need to give their email address and name for logging purposes.
We've had it for a while and I may be on an old billing plan. Ours is around $30 a month, which has 2 logins and Citrix RightSignature access. Works well for our needs!
Sharefile by Citrix works in China without the need for a VPN.
Source: Our personnel have used it to transfer data while in China. We also use it to send files to and receive files from customers there.
This sounds like a use case for https://www.sharefile.com/industries/legal Honestly.
And I say that hating the product, but I have to admit for the age group, its probably the simplest way to manage things
These BAA agreements could very well be an issue. I handle insurance carrier appointments for an independent insurance brokerage so I've personally read and signed a few. I may be able to scrub one to create a specimen copy for analysis. Change can happen but it's slow in certain sectors like health due to regulatory red tape. P&C insurance carriers went from 5% to 100% acceptance of docusign in the past 5yrs, for example. 2FA is currently a health insurance carrier imparative.
As for a cloud based use case, check out Citrix Sharefile's medical image module. We use Citrix Files (AKA Sharefile) as out network file sharing service and there are several product tiers; financial entities may require more robust record keeping and ability for Litigation Holds placed on data. The medical image module is a slick way to easily upload and share medical images such as CT/MRI Scans. I just used it this month to get a CD-ROM of MRI images delivered via email (like a dropbox link) to a specialist 600 miles away.
Sharefile from Citrix is one of the more secure file sharing apps approved by some good cyber security people I've worked with.
I'm sure if they trust it (they trust almost nothing) it's good on the security front. I've also looked and verified it's got some good encryption and works well.
I know many firms will go with https://www.sharefile.com.
If you're small and are just looking to share files internally you could probably set up a OneDrive across multiple computers, GoogleDrive, Dropbox etc.
We use Sharefile. It's a pretty intuitive interface for even our most troubled users. There are no storage limitations and I'm pretty sure there's Outlook plugins. Basically, you upload to the site, and either have the site email a link, or what we recommend is to get a link and email that to the client. You may also send them a link to upload or setup a folder that they can access direct. You pay per logins, so you can have unlimited clients.
try sharefile. i don't know the cost, but im at an accounting firm and it is incredibly easy to use. outlook plugin, you can login via the website also, alerts users of document uploads/downloads, there is a unique url our staff puts in their email signature to have clients email documents to them. so far its been very good. again, we're doing taxes for million dollar companies, kinda need it. instead of clicking the attach button, you click the sharefile button and it brings up the dialog box asking for the file.
I've never used this service but Sharefile.com is basically designed EXACTLY for secure B2B document exchange. I hear it advertised frequently on the various tech podcasts I listen to. The company is owned and operated by Citrix Systems. https://www.sharefile.com/secure-file-sharing