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.
Upload Documents to the Secure File Cabinet
Recipients that have been sent files can upload documents to the Client Portal with the secure file sharing function.
Use legally binding eSignatures on financials, tax returns, contracts or other confidential documents shared in the Client Portal. Speed up the process of obtaining approvals and completing business transactions with the secure file sharing portal.
Encryption For Files
Modern data encryption methods ensure secure file sharing, with ISO 27001 compliance security.
The Best Way to Share Large Files used by 45,000+ Customers Worldwide
Benefits of the Secure File Sharing Portal:
Easily access and share large files with your clients. No more USB's or multiple emails to and from required. Secure file sharing with clients is made easy with the Client Portal.
Comply with Data Protection Laws
The secure file sharing portal allows you to control access to documents shared, with the added benefit of viewing audit history to ensure personal information is protected within the secure file cabinet.
Automated Document Retention
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.
Leading Data Security
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.