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.