Powerful File Sharing & Sync Platform for Accounting and Tax Consulting FirmsGet Free Trial →
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/ share or shared with you can be accessed on the go from any device. FileCloud helps your team get connected anywhere anytime. One place to securely store, manage and share all your files. Integrated with apps you use.
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. Powerful file sharing features that includes public, private and time limited shares.
FileCloud provides secure file access, sharing and sync platform for Accounting and Tax firms.
FileCloud meets the specific file sharing requirements of Accounting firms such as secure file sharing, detailed file share auditing for data compliance, integration with on-premise file shares, custom branding, data leak prevention and endpoint protection. Streamline document workflows and improve productivity. FileCloud’s unique capabilities to monitor, prevent, and fix data leakage helps accountants to meet unique security and compliance requirements
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 which are mentioned below:-
- Upload or drag & drop files
- Streamline document sharing
- Large file sharing
- Unlimited storage
- Data Governance & retention policies
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. Admins get alerts for any expiring policy dates as well as any violations.
FileCloud retention policies allows 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.Get Free Trial →
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Run FileCloud wherever you want: On-Premise or on Cloud (AWS or Azure). Have total control over organization data where is stored and how it is shared! You can host FileCloud on-premise and integrate it with your AD, File Shares and NTFS file permissions…
DLP and Device Management
FileCloud’s unique capabilities to monitor, prevent, and fix data leakage assure sensitive financial data is protected across all your devices (Laptops, Desktops, Smartphones and Tablets). In case of a breach, Admins could remotely wipe FileCloud data in a Laptop, Smartphones and Tablets.
Drag & 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 outlook and office apps (Word, Excel etc).
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.
FileCloud offers easy integration with existing corporate IT systems (Active Directory, NTFS File permissions, Network Shares, ADFS, NTLM SSO). Our powerful API’s makes any integration with your Line of business apps a breeze.
Meta Data 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.
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.
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.
Get more for less. For 1000 users, Dropbox will cost you 240,000 $/Year, whereas FileCloud will cost you only 50,000$/Year.
FileCloud offers industry-leading security measures such as AES SSL encryption, PII search, 2FA authentication, access controls, policy management, and auditing in order to facilitate compliance with GLBA, FINRA, GDPR and SEC requirements.
Accounting Customer Portal
Create a private work-space easily 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 brand 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.”