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. Customise your online document portal to match your company’s branding, and create multiple Client Portals for each of your customers. Connect your cloud Client Portal software to our document management system for the ultimate in workflow optimisation and time-saving organisation tools.
With your customer portal software, you can securely send documents, or packs of documents, to clients, suppliers, partners and teams with ISO 27001 compliant security – encrypting data in transit.
Legally Binding Electronic Signatures
Request recipients to electronically sign a document document and speed up the process of obtaining approvals and completing business transactions. One document may be signed by multiple people, , reducing the number of documents produced, routed and filed.
Documents can be retracted automatically or manually, so that the recipient can no longer view that document. And with the two-way upload function, you can request documents from your customers to be returned via the secure Client Portal software.
Powerful reporting tools track your communication document portal software usage - including any outstanding actions, read status and disk space usage. Set up real-time alerts, e.g. get a notification if a customer opens a file.
Our Cloud Document Portal is used by 45,000+ Customers Worldwide
Client Portal Benefits:
Collaborate and Share Securely
Benefit from bank level encryption in the Portal, get peace of mind that your documents are more secure compared with sending via email. Use the Verify Signed Document function to check documents signed electronically for tampering.
Complete Workflow Audit Trails
See the audit history of every interaction the recipient has with documents on the Portal. Every action taken within the online document portal is logged and recorded, providing a complete and compliant audit log.
Intuitive Reporting Tool
Use full reporting on all outstanding actions, read status, disk space usage, and number of documents published over time within the customer portal software.
Faster Document Turnaround Time
Contracts, Financial Statements, Tax Returns and more can now be sent to clients via the secure Client Portal software for fast sign-off with electronic signatures. Mail and courier costs can be significantly reduced. Send multiple related documents as part of a pack, that can be reviewed and signed together within the Client Portal.