Virtual Cabinet

Files up to 250mb can be sent to recipients through the Client Portal, either for eSignature or to view.

Recipients that have been sent files can upload documents to the Client Portal.

Use eSignatures on financials, tax returns, contracts or other confidential documents shared in the Client Portal.

Modern data encryption methods secures your files in transit and at rest.

Benefits of File Sharing:

Streamline Workflow

Easily access and send documents to your clients. No more USB's or multiple emails to and from required.

Comply With Data Protection Laws

The Client Portal allows you to control access to documents shared and view audit history to ensure personal information is protected.

Automated Document Retention

Documents that are shared and returned in the Portal are automatically added to your document management system.

Leading Data Security

The Client Portal provides industry-leading security standards to ensure all shared files are kept safe and secure.

Our industry experts are here to answer your questions

For both big and small businesses and firms

We can evaluate your business pain points and provide a custom solution and pricing to match

Dave

Available

Kat

Available

"Ticked All The Boxes At A Great Price Point Suitable To Us."

Partner, P.B. Syddal & Co.

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