Case Study: Multistate Tax Commission achieves secure, efficient sharing of large audit files with Cleo

Multistate tax agency uses Cleo to securely share audit files too large for email

The Multistate Tax Commission, an intergovernmental state tax agency with a largely remote workforce, needed a secure on‑premise way to share large audit files that exceeded email limits and contained sensitive taxpayer information. After rejecting consumer cloud options, the commission evaluated managed file transfer solutions and engaged Cleo, implementing Cleo Integration Cloud to address its secure file‑sharing and compliance needs.

Cleo deployed Cleo Integration Cloud so staff can upload large files, add supervisors as collaborators, create shared folders, and track downloads via the Activity tab, providing an auditable, secure workflow. As a result, the Multistate Tax Commission eliminated burned encrypted DVDs and couriering large files, streamlined inbound transfers for program members, and achieved significant time and cost savings for both the agency and its customers.

Multistate Tax Commission

Chris Lane

Network Administrator