POPULAR FEATURE

Secure File Sharing

Send large documents to clients, suppliers and customers securely via the Client Portal.

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Send Large Documents

Files up to 100mb can be sent to recipients through the Client Portal, either for eSignature or to view.

Upload Documents

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

Integrated eSignatures

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

Encryption For Files

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

Used 45,000+ Customers Worldwide

"Easy To Use,
Unmatched Features!"
COO, Pitcher Partners

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.

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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
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"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co.
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