Virtual Cabinet's Client Portal makes it easy to create a secure, branded online workspace where you can share content, manage approvals, track activity, and communicate safely with your clients.
Securely send documents, or packs of documents, to clients, suppliers, partners and teams.
Legally Binding Electronic Signatures
Request recipients to electronically sign a document. One document may be signed by multiple people.
Document Retraction
Documents can be retracted automatically or manually, so that the recipient can no longer view that document.
Real-time Reporting
Powerful reporting tools to track your communication and Portal usage. Set up real-time alerts, e.g. get a notification if a customer opens a file.
Used By 45,000+ Customers Worldwide
"Easy To Use, Unmatched Features!"
COO, Pitcher Partners
Client Portal Benefits:
Collaborate and Share Securely
With bank level encryption in the Portal, get peace of mind that your documents are more secure compared with sending via email.
Complete Workflow Audit Trails
See the audit history of every interaction the recipient has with documents on the Portal.
Intuitive Reporting Tool
Full reporting on all outstanding actions, read status, disk space usage, and number of documents published over time.
Faster Document Turnaround Time
Contracts, Financial Statements, Tax Returns and more can now be sent to clients via the Portal for fast sign-off with electronic signature. Mail and courier costs can be significantly reduced.
