Paperless Office, Client Portals, and Workflow Automation Software HOME | LOGIN
Client Portals
Solutions:   Prev  1  2  3  4  5 

6

 

Next



Are Your Files Safe?

Identity theft is out of control, email is not secure, and clients are more knowledgeable today about the risks of sending confidential files via email. In addition, privacy laws require that you encrypt personally identifiable information sent via the Internet. The problems for most businesses are that available encryption solutions are not practical and custom alternatives are expensive. We have a FREE solution available for your business.

File Security and 24/7 Solutions via YOUR website!

A client portal is a secure website that your contacts can use to securely access files, information, and services using a browser. It features SSL encryption for secure file transfers and no maintenance authentication controls for 24/7 access to self-service solutions. Using file management features similar to Windows, you simply insert files into a contact's Private Client Site folder and the client has secure access to their confidential files with just a browser.


FREE Client Portals

We make it easy for your business to deploy file security solutions that protect files, eliminate email hacker risks, and improve client services using client portals. You can sign-up for a FREE subscription to The ShareVantage. Your one-year subscription includes:

  • FREE virtual office account (one user)
  • FREE 10MB online storage
  • FREE 25MB monthly bandwidth
  • FREE client portals for 100 contacts
  • FREE step-by-step instructions
  • FREE link to your client portal Login screen
  • FREE software for managing client portals and files
  • FREE access to paperless office strategies
  • FREE access to training videos
  • FREE access to paperless office tools

What's more, you can upgrade your account at anytime for an additional fee to add more online storage, users, or features.


Why would we give you FREE client portals?

Because adding client portals to your website is an important security measure and it's the first step towards a paperless office. Once you try The ShareVantage for client portals, we know you'll be interested in upgrading your ShareVantage account for other paperless solutions for your business. Regardless, your FREE one-year subscription to The ShareVantage is a great way for you to protect files and reduce service loads by providing 24/7 services via your website. Get your FREE subscription now!


Business benefits
  • Compliance with privacy regulations
  • Eliminates insecure email risks
  • Keeps personal data private
  • Prevents unauthorized file access
  • Optimizes file control procedures
  • Protects files with encryption
  • Limits dependence on IT staff
  • Stops information leaks
  • Includes file access audit logs
  • Reduces compliance time
  • Transfers large files that email cannot
  • Automates client services
Do you share confidential files using email?

Our client portal solutions eliminate insecure email risks so you can safely transfer:

  • Personal information
  • Financial details
  • Client records
  • Contracts
  • Works-in-progress
  • Strategic information
Solutions:   Prev  1  2  3  4  5 

6

 

Next



This solution works with the following editions:
Contact Edition Contact Edition Workflow Edition Workflow Edition Manager Edition Manager Edition
How it Works - The ShareVantage

 

 
 
 
 
 
  * required
  I agree to accept the Service Agreement terms.
rightGreenArrow
  The ShareVantage application icon privacy policy

 



* required learn more privacy policy

For more information, call 1-800-288-9169