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Secure Client Portal Software

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.
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Virtual Cabinet’s Client Portal Software

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Secure File Sharing

With your customer portal software, you can securely send documents, or packs of documents, to clients, suppliers, partners, and teams with ease knowing VC is creating a complete audit trail, while securely encrypting data in transit. Keep compliant with data privacy laws and securely manage files with our online document portal.

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Legally Binding Electronic Signatures

Request recipients to electronically sign a 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. There's no need for postage with our secure document portal.

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Document Retraction

Documents can be retracted automatically or manually, so that the recipient can no longer view that document. With the two-way upload function, you can request documents from your customers to be returned via VC's secure client portal software.

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Real-time Reporting

Powerful reporting tools track your communication and 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 and manage audit trails within our secure client portal software.

Secure Client Portal Benefits:

Collaborate and Share Securely

Benefit from bank-level encryption in our customer portal software. Get peace of mind that your documents are more secure compared with sending via email. Use the Verify Signed Document function to check documents for tampering and comply with strict privacy laws with less administrative work.

Complete Workflow Audit Trails

See the audit history of every interaction the recipient has with documents in the client portal. Every action taken within the online document portal software is logged and recorded, providing a complete and compliant audit log to refer back to.

Intuitive Reporting Tool

Use full reporting on all outstanding actions, read status, space usage, and number of documents published over time within our powerful customer portal software. Stay on track with targets, meet customers’ demands, and manage team productivity.

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 VC online document portal software.

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