Select FileCloud Solution:

Server

Run FileCloud on your server

Online

We host FileCloud for you
  • Team name will be your site URL (https://teamname.filecloudonline.com)
Your free trial includes:
  • Free for 14 days, up to 20 users
  • All features enabled
  • Mobile and Desktop Apps - Sync, Drive, Add-ons for Office & Outlook
  • Full support during trial
Your free trial includes:
  • Free for 14 days (5 users, 1TB)
  • All features enabled
  • Mobile and Desktop Apps - Sync, Drive, Add-ons for Office & Outlook
  • Admin Portal for managing your organization
  • Full support during trial
  • Note: During deployment, you will have a choice of regions, but trial runs in US East

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#1 Client Software Portal for Accountants - Secure Document Exchange, Branded Portal, Unlimited Free Clients and More !

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Client Software Portal for Accountants

Best Client Portal Software

Client portal software enables companies and customers to access highly confidential transaction documents anywhere and at any time. The customers can always review, download, and upload the documents easily. Reduce time spent on repetitive tasks and focus on activities that bring more value.

Anytime Anywhere Access

Client portal software is accessible 24×7.  Everything you upload or share, and anything shared with you, can be accessed on the go from any device. FileCloud helps your team get connected anywhere,  anytime, to your one place to securely store, manage,  and share all of your files, integrated with the apps you already use.

Custom-Branded Solution

Create a secure client portal for file sharing in minutes using FileCloud. Your customers can run FileCloud under their own business domain name, and the file portal can be fully branded. Pay only for your staff and get unlimited, free client access, with powerful file sharing features that include public, private, and time-limited shares.

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

Client Software Portal for Accountants. Securely Exchange Information With Clients Using Your Own Branded Portal.

Create a secure document-sharing portal in minutes. Receive, organize, and share files securely with your staff and clients. It can be completely branded and accountants can run FileCloud under their own business domain name. Streamline document workflows and improve productivity. FileCloud’s unique capabilities to monitor, prevent, and fix data leakage help accountants to meet unique security and compliance requirements.

Secure File Sharing for Accounting Firms – Case Study

Client Portal for Accountants

Smarter, more effective client portal for accountants. Send client updates instantly, review updates quickly, and scale up seamlessly as your firm grows. 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, mentioned below.

Increase Productivity

  • Upload or drag-and-drop files
  • Streamline document sharing
  • Share large files
  • Unlimited storage
  • Data governance and retention policies

Simple, Secure Client Portal for Accountants

For accountants, using a client portal is a secure and convenient way to share highly sensitive information. Setting up a FileCloud client portal for accountants is incredibly easy. FileCloud allows your clients to access their own branded client portal workspace directly from your website, providing a seamless yet safe and trusting way to send and receive confidential documents.

Create a secure client portal for file sharing in minutes using FileCloud. Customers can run FileCloud under their own business domain name and the file portal can be fully branded. Pay only for your staff and get unlimited, free client access. Powerful file sharing features include public, private, and time-limited shares. FileCloud also comes with fine-grained audit logs, file change notifications, and an easy-to-use file request feature to receive files from clients.

The FileCloud client portal makes it easy to access, manage, and share all of your files and documents securely, anytime, from anywhere. Sharing documents or folders with users inside and outside of your company is quick and easy with a FileCloud client portal. You can access the client portal securely from any web browser or mobile device with an internet connection.

Data Governance

FileCloud allows administrators to seamlessly manage the entire life-cycle process of their business documents, from creation to retention and finally disposition, all from the administrator dashboard. FileCloud provides a separate Governance Dashboard which allows an administrator to see all system alerts generated by any retention policy violations or conflicts. Administrators receive alerts for any expiring policy dates as well as any violations.

Retention Policies

FileCloud retention policies allow for automation of the processing related to files and their folder groupings. This policy-based automation is designed to help secure digital content for compliance, but it can also enhances the management of digital content for many more reasons. These retention policies are helpful against legal actions, trademark issues, patent infringement, employee lawsuits, and consumer complaints.

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Drag-and-Drop File Uploads

Easy-to-use file request features and anonymous file uploads support. Upload or sync files directly from mobile phones and tablets. Access documents directly from Microsoft Outlook and other Office apps such as Word and Excel.

Powerful File-Sharing Features

Public, private, and password-protected shares with expiration dates. Granular subfolder-level permissions. Built-in document preview and view-only shares. Share large files with no size limits.

File-Sharing Analytics

Get complete reports of share activities, such as view, download, and upload, as well as details of the last access date, access method, location, and more.

Metadata Management

Organize documents using powerful custom metadata sets. Flexible, ad-hoc organization of data in mere minutes. Metadata search enables you to find relevant files easily.

Custom Branding

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

File-Change Notifications

Get immediate file-change notifications and alerts to your email when a client uploads or downloads a file from your client portal.
Activity streams and notifications keep you updated!

Unlimited Free Client Access

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

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 are available anytime.

Real Savings

Get more for less. For 1000 users, Dropbox will cost you $240,000 per year, whereas FileCloud will cost you only $50,000 per year.

Customer-Specific Folders

Create a specific folder for each client to receive, organize, and exchange files. Use folder permissions to control access to subfolders.

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, a recycle bin, and endpoint device protection.

Compliance

FileCloud offers industry-leading security measures such as AES SSL encryption, PII (personally identifiable information) search, 2FA (two-factor authentication), access controls, policy management, and auditing in order to facilitate compliance with GLBA, FINRA, GDPR and SEC requirements.

Seamless Collaboration

Client portal software for accountants allows you to send updates and assign tasks within your workspace easily, to make collaborating with partners efficient, safe, and secure.

Activity Tracking

Every file change within your client portal is tracked, including individual document sharing activity for every user. This enhances security for unauthorized use.

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Accounting Customer Portal

Create private workspaces to securely share information with your clients.

Send updates easily from anywhere, on the go. Review changes quickly within files and share large files easily.

White-label your portal with your logo and brand colors to reassure your clients and reinforce trust while making collaboration efficient with FileCloud.

FileCloud Server (Self-Host/On-Premise) costs you just $4.20/user/month. Try for free today!

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

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) 977 215 403

 

Email: support@codelathe.com
Twitter: @getfilecloud, @tonido
Facebook: facebook.com/tonidopage