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The secret to secure file sharing with clients. Files up to 250mb can be sent to recipients through the client portal, either for eSignature or to view. Manage who has access to what and generate audit trails to view when a document was opened, what changes were made and who made them.
Recipients that have been sent files can upload documents to the client portal with the secure file sharing function. All team members, external and internal, have access to files for streamlined collaboration and communication.
Use legally binding eSignatures on financials, tax returns, contracts or other confidential documents shared in the client file sharing portal. Speed up the process of obtaining approvals and completing business transactions and speed up workflows with the secure file sharing portal.
Modern data encryption methods ensure secure file sharing, with ISO 27001 compliance security. The client file sharing portal offers bank-level security to comply with strict data privacy laws and industry regulations, so your data and documents remain secure.
Easily access and share large files with your clients. No more USB's or multiple emails to and from – secure file sharing with clients is made easy with the client portal.
The secure file sharing portal allows you to control access to documents, with the added benefit of viewing audit history to ensure personal information is protected.
Documents that are shared and returned in the client file sharing portal are automatically added to your document management system. Set up automatic archiving policies and delete old documents with the document retention feature.
The secure file sharing portal provides industry-leading security standards to ensure all shared files are kept safe and secure. And with the Verify Signed Document function, you can check that any electronically signed documents haven’t been tampered with.
