Client collaboration
Securely share documents through dedicated folders with controlled visibility.
For businessA secure workspace
A secure workspace
for managing clients and sensitive data.
Organise documents, collaborate with clients, and keep full control — all in one structured Swiss vault.
Andrea Keller
Mandate_v4.pdf opened
Core capabilities
Built for control and collaboration.
Team coordination
Collaborate internally with discussions and shared workspaces.
Full control
Define who can view, edit, download, or share, at any level.
Transparency & tracking
Monitor file access, track shared links, and maintain a complete audit trail.
Organisation
Standardize how you work.
Create consistency across clients with templates, tagging, and structured folders.
- Folder templates
- File & folder tagging
Activity
Track every interaction.
Know exactly what happens to your files. Monitor activity, track shared links, and maintain full visibility at all times.
- Link tracking
- File activity logs
Access control
Control access with precision.
Set clear boundaries with flexible permissions, from limited visibility to full access, tailored to each client or team member.
- Multi-user access
- Visibility levels (limited or full)
CollaborationWork with clients,
Work with clients,
without losing control.
Replace fragmented emails and file transfers with a single, secure environment where clients and teams collaborate with clarity.
- Discuss any file in context, no email thread needed
- Clients upload documents without seeing inside
- One shared space for files, feedback, and decisions
The shared backbone
One Swiss vault, calibrated to each profession.
The shape of the workspace shifts with your industry. The foundation underneath does not.
Swiss data storage
Everything is hosted within Switzerland, where privacy laws are among the strictest in the world.
Permissions per role
Roles tuned to your profession's controls, not generic file-sharing labels.
Audit trails by default
Every open, share, and download captured automatically and immutably, ready for review.
Questions & answers
Firms that manage client mandates and sensitive records — fiduciaries, notaries, wealth managers, private banks, and similar regulated professions. Each client or matter can sit in a structured vault with its own folders and access rules.
Plans that grow
with your organisation.
Try My Swiss Keeper free for 30 days. No credit card. No sales calls until you ask. Just the vault, your files, and time to decide.
Find the right plan for your firm.
- Free 30-day trial on every plan, no card required
- End-to-end encrypted, even from us
- Move up or down as your needs change
- Your data stays on Swiss soil, always