Overview
Identity theft is out of control, hackers can access email
contents easier than you may think, and clients are more
knowledgeable today about the risks of sending confidential
files via email. In addition, privacy laws like the
Gramm-Leach Bliley Act require that you
encrypt personally identifiable information sent online.
Email is not secure because it transmits in plain text, but
client portals can provide the security solutions required
for today's business.
Secure File Transfers
A client portal (also known as private client sites or
private websites) is a secure website that your contacts
can use to access files, information, and services using a
browser. It features SSL encryption for secure file
transfers and no maintenance authentication procedures for
24/7 access to self-service solutions.
Seamlessly Integrated Client Portals
Client portals are seamlessly integrated with your contact
list in The ShareVantage. Each contact's digital file
includes a Private Client Site folder and files you
insert into the folder for the contact may be accessed by
them using a browser. Via the Internet, your contacts use
a secure login screen (provided by The ShareVantage, which
you may connect to your website) to enter their unique
user name and password. Once the user has been
authenticated, the client has secure 24/7 browser access
to their files in the Private Client Site folder. Any
information transferred between the contact's browser and
your ShareVantage account uses SSL encryption for
security...and away from email hackers. The ShareVantage
client portals:
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Securely transfer confidential files for privacy
compliance
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Exchange very large files with clients that email
servers cannot
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Provide clients with a secure method to upload files for
your access
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Automatically notifies you when a contact views or
uploads files
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Maintain a file access log for historical reference
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Deliver 24/7 services to your clients as an online
document service center
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Include branding upgrade options so the experience can
match your website
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Work like Windows-Explorer for managing files and
folders
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Seamlessly integrate with your existing files and
applications
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Easily connects to your website for convenient client
access
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Manage all user authentication details, including
password resets
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.
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