WE’RE HERE FOR YOU
Client Portal
Secure client portal with document sharing and communication features designed specifically for professional service firms.
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FEATURES
Key benefits of client portal
A client portal provides secure, easy access to documents and communication, improving efficiency, transparency, and client satisfaction.
Enhanced Client Experience
Provide modern, convenient service that sets your firm apart from competitors and meets client expectations for digital convenience.
Bank-Level Security
Protect sensitive documents with enterprise-grade encryption and secure access controls that exceed industry standards.
Streamlined Workflow
Reduce email back-and-forth and phone tag with centralized communication and document sharing in one secure location.
Professional Image
Demonstrate your firm's commitment to technology and security while maintaining a polished, professional client experience.
MORE TO COME
What's Included
A client portal provides secure, easy access to documents and communication, improving efficiency, transparency, and client satisfaction.
Secure document upload and storage
Electronic signature capabilities
Threaded messaging system
Notification system for document requests
Client-specific folders and organization
Activity tracking and audit logs
Mobile-friendly access for clients on the go
Mobile-friendly access for clients on the go
OUR PROCESS
How It Works
A client portal lets users securely log in to access documents, share info, and communicate with service providers.
1
Completely Managed
Clients create secure accounts with email verification for protected access to their information.
2
Time Saving
Save 10+ hours each month that you would spend managing your website.
3
Industry Specific
Use threaded conversations to keep all communication organized by topic or project.
4
Professional Image
Establish credibility and trust with a premium online presence.
WHAT THEY ASKED
Frequently Asked Questions
We've designed our service specifically for busy professionals who need a premium online presence without the hassle of website management.
Is the portal compliant with industry regulations?
Can clients access the portal from mobile devices?
How are documents protected within the portal?