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  • All the Features
  • Mobile and Desktop Apps - Sync, Drive, Add-ons for Office & Outlook
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  • Free Support

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Client Portal Software for File Sharing

#1 Secure, Fully Branded Client Portal With Unlimited, Free Client Access!

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Customer Portal Software by FileCloud

Best Client Portal Software

Client portal software enables businesses and clients to access highly confidential documents anywhere and at any time. Easily review, download and upload the documents while the companies can regularly update these files.

Anytime Anywhere Access

Client portal software is accessible 24×7. Hence, clients don’t have to worry about their convenience and wait for long hours and sometimes days for a reply from the companies for every small update.

Custom Branded Solution

Create a secure client portal for file sharing in minutes using FileCloud. Customers can run FileCloud under their own business domain and the file portal can be fully branded. Pay only for your staff and get unlimited, free client access.

FileCloud Received Gartner Peer Insights Customers’ Choice Distinction for Second Consecutive Time. 92% of our customers are willing to recommend us.
4.7

Ideal, Secure Client Portal Software for CPAs, Lawyers and Realty Brokers!

Client portal software easily manages digital storage and file sharing between the organization and their clients. Precisely, a client portal software is a secure gateway that is handled electronically to all the digital data, network, services, files, community, and relevant information that has digital access. A client portal software can be accessed through a web browser or mobile application by both the parties, i.e., organization and the clients with the help of a secure login procedure. Ideal client portal software for lawyers & accountants.

With the increase in the way of doing business digitally, the requirements of managing the data over external storage have declined over the past few years. Wire transfers, cheque payments, invoices and bills receivables are now no longer entered, maintained or edited manually over a piece of paper or a floppy disc; every storage system has transformed to the virtual memory.

Client portal for file sharing helps organizations and its customers with a secure entry point via a website or a mobile app and allows them to access the details of each transaction. They can view, download, edit and upload information over this client-company sharing mechanism.

Client portal software saves a lot of time and hassle and increases efficiency in enhancing the business relationship. There are many other primary benefits of client portal software which are mentioned below in details. Let us dig a deep into the benefits.

Benefits of Client portal software

Client portal software proves to be a great help for the clients due to its 24×7 accessibility. Clients do not have to wait long hours on the phone, wait for an email or web-form response to get any document they want. They can directly login to their client portal software anytime at their convenience.

Clients can also expand their access to information without having to compile loads of documents. Client portal software enables them to view and raise a ticket (in case of mismatch or inconvenience) to their case-related data. So, without wasting time in real-time conversations to find a document, wait for its delivery, examine and raise a concern, a client can directly approach you for the last part, i.e., raising a concern whenever required. So, we can also conclude by saying that client portal software removes all the communication hassles and makes the client feel prioritized by saving their time.  Indeed, this is going to increase customer loyalty in the long run.

Effective customer-company relationship

No matter how efficient your company’s client handling team is, to get a hundred percent client satisfaction by handling high-volume of questions is entirely fictitious. By introducing client portal software, your company grants permission to access the critical application documents, contracts and bills directly. Client portal software provides a centralized system for all the queries and requests making it much easier for clients and companies to be responsive.

And as mentioned previously, client portal software saves a lot of time for the client and the company by giving an opportunity to directly raise their issues to the relevant department and getting them resolved effectively. Besides, whenever there is an update regarding the company’s policies toward the client’s welfare, they can directly reach the update via client portal software whenever the clients access it. This also removes the trouble of sending the newsletters via email and risk of them getting lost in transit. This collaborative working culture would enhance the customer-company relationship leading to better satisfaction, retention and also helps in spreading the good word about your company.

Security

Client portal software has a high level of security features that encrypts all the files safely. The documents with highly sensitive financial and personal information were subject to loss, damage and theft when sent over emails because it used to travel through many servers. While in the traverse, anyone who is an expert in understanding and creating data language can break through the email and manipulate the facts without the knowledge of either of the parties which led to chaos. However, after the installation of the client portal software in the private network, there’s “minimum to no” security flaw. The client portal software not only helps to upload and download documents but also gives an update by tracking the case in each stage of development.

Great Flexibility

Client portal software is customizable according to the company’s requirement based on client’s feedback. As mentioned earlier, client portal software is a 24×7 accessible platform that regularly keeps on updating both the parties. It can be accessed from anywhere at any time and from any device. The client just has to provide their correct login credentials and go with the flow.

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Powerful File Sharing Features

Public,Private and password protected shares with expiration dates. Granular sub folder level permissions. Built-in document preview and view only shares.

Large File Support

Drag & Drop file uploads. Easy to use file request feature and anonymous file uploads support. Share large files with no size limit.

Custom Branding

FileCloud document portal can be custom branded with your business logo, login page image and email templates. You can run the client portal under your own business domain.

File Change Notifications

Get immediate file change notifications and alerts to your email when client uploads or downloads a file from your client portal.

Unlimited, Free Client Access

FileCloud offers free unlimited client accounts for sharing confidential files with clients. You only pay for your employee accounts.

Real Savings

Get more for less. For 1000 users, Dropbox will cost you 240,000 $/Year where FileCloud cost you only 40,000$/Year.

Advanced Audit Capabilities

FileCloud keeps track of complete audit logs (what, when, who, where and how). Detailed share analytics and logs of who uploaded, downloaded, deleted and previewed files from your client portal is available anytime.

Security

Get maximum protection from email spoofing and ransomware attacks using FileCloud’s unlimited file versioning and branding capabilities. FileCloud security includes 256-bit AES SSL encryption at Rest, two-factor authentication, anti-virus scanning, recycle bin and endpoint device protection.

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Synchronization with Workflow Automation

Some other significant merits of client portal software are that it minimizes the exchange of emails between the client and the company. One of the greatest reasons is that a client portal software enables large file sharing easily. The client portal software is used in synchronization with work-flow automation technology reducing irrelevant tasks and increasing productivity with maximum efficiency.

Client portal software helps to reinstate the trust factor among the clients. Businesses use client portal software to boost productivity and securely manage files and data. Organization and clients both reap the benefits of client portal software and gradually it will be the basic necessity of every sector.

“We picked FileCloud based on features, cost, the excellent support we received.”

Secure Client Portal For Lawyers and Accountants

Law firms, e-commerce, logistics, customer service providers, FMCGs, supply chain industries and almost all the industries who are continually participating in partnerships and engagement with clients involving a massive amount of exchange in written documents require client portal software for minimum downtime and advanced file sharing capabilities.

Get Secure client file sharing portal created in seconds. Receive, organize and share confidential files securely with lawyers, paralegals, clients and employees. Self-host FileCoud on your servers or use it from our cloud servers. Completely white-label the portal and run under your business domain.

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“FileCloud is an easy to use solution and met all our data residency requirements.”

Fast, reliable client portal software

FileCloud client portal software gives the edge of better client retention and relationship to the companies. When email used to be the principle line of interaction and documents exchange between the companies and its clients, the issue of customer resentment was at its peak.

But since the emancipation of digitally transformed way of business communication, client portal software gives the customers quick access to the documents and files they want. Streamline document work-flows and improve productivity. FileCloud’s unique capabilities to monitor, prevent, and fix data leakage helps lawyers to meet unique security requirements.

“FileCloud is by far the best on-premise file sharing solution.”

Worldwide

CodeLathe Technologies Inc
13785 Research Blvd, Suite 125
Austin TX 78750, USA

Phone: +1 (888) 571-6480
Fax: +1 (866) 824-9584

EMEA

(+49) 8846 7929 724
(+33) 01 83 62 44 10

 

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