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ShareSafe for accountants

Have figures analysed without revealing which client they belong to.

Annual accounts you want AI to compare, a file for a colleague to read through, papers for a tax adviser. ShareSafe replaces client names, account numbers and other company details with placeholders. When you check the result, you choose what's replaced and what stays readable, so the figures you want analysed remain visible.

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Example with fictional data

Annual-accounts-2025.xlsx

Client: Clarke Bakery Ltd, account GB29 NWBK 6016 1331 9268 19. Turnover 2025: £1,240,000, up 8 per cent.

2 details replaced: client name, account number. The figures stay readable.

Three moments when figures leave your 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.

  1. Protect

    ShareSafe finds names, organisations, account numbers and amounts. When you check the result, you choose what's replaced and what stays readable. Replace the details the task doesn't need, and leave visible any amounts the model has to compare or calculate with.

  2. Share

    Share through a link with an expiry date, and revoke it whenever you want.

  3. 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.

Automatic detection can miss information, so check the protected version before you share it.

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 →
A question you could ask in Claude

Compare [ORG_01]'s turnover across these two sets of accounts. Which lines grew the most?

Clear commitments about your files and data.

  • ShareSafe is ISO 27001 certified
  • Workspace storage in the EU
  • ShareSafe Free doesn't keep your file or recovery key after processing.
  • If you use AI, the AI service receives the protected version: the details ShareSafe replaced appear as placeholders.
  • If the required protection can't be applied, the file isn't sent on.
Read about security and data processing →

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