A Simple, Secure Client Portal for Accountants
Increase Productivity and Collaboration
In today’s world, accountants are shifting from sharing things via paper and snail mail to sending sensitive documents online. These documents need to be protected and encrypted from the moment they’re sent to an accountant’s clients.
That’s where a client portal comes into play.
What is a Client Portal?
A client portal is a secure digital space where sensitive files can be shared, downloaded, uploaded, and reviewed by both clients and accountants. Often, they allow messages between the two parties for quick responses.
Client portal are an excellent option for accountants because they are much more secure than email, and can be accessed anywhere with internet 24/7, which allows accountants to interact with clients at all times.
A good client portal also has options for branding, which can help clients avoid getting scammed by malware and also helps with brand trust and continuity.
Client portals can help streamline the process of working with clients from beginning to end and improve a firm’s overall earnings.
Using FileCloud as an Accountant
FileCloud is a hyper-secure cloud storage and sharing platform that provides benefits like workflow automation, a compliance center, advanced sharing permissions, ransomware, and malware protection and much more.
FileCloud also gives users the option to create a hyper-secure, branded client portal that can be used to share sensitive documents securely.
FileCloud’s unique capability to monitor and prevent data leakages helps accounting firms meet even the strictest security and compliance requirements, and has other features like:
- Upload/drag-and-drop files
- Streamlined document sharing
- Large file sharing
- Unlimited storage
- Data governance and retention policies
- Data leak prevention
- Document preview and web-edit
- Real-time sync
- Granular user permissions
- Preview files without downloading
- Remote wipe
- Integrations with MS Teams, Office365, Google Docs, and more.
FileCloud is the Best Client Portal for Accountants
For accounting firms today, growing your business requires maximized team collaboration, agility, secure backup, and client engagement. FileCloud’s client portal provides an easy way for your clients to review work, securely share information, and engage with your team. Your clients and team members can access data via a cloud-based portal, network drive, or their own mobile app to sync and share files. Your client portal will also have unlimited file versioning, file locking, and DLP.
Learn more about on-premise cloud storage solutions.