Client Portal for File Sharing
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Secure File Sharing with Clients Using FileCloud
Secure Client Portal software
Securely share files with clients, vendors, and partners. Your customers will be able to review, download, edit and upload documents from their personal devices anywhere. Share your files easily and securely by creating a link to a public or private share. Limit the maximum number of downloads for a shared file, automatically expire a share link after a certain time, and have anonymous file uploads.
File Sharing Portal
The client file sharing portal is accessible 24/7, on any device, from anywhere, so your team, clients, and partners will never have to worry about missing out on important information while they’re on the go. Plus, you can run FileCloud under your own business domain with custom branded logos, backgrounds, email templates and TOS. Pay only for your staff to get unlimited, free clients/partners access.
With the increasing government regulations on data security, one small misstep can increase the risk of regulatory violations. FileCloud takes care of that for you by simplifying data governance through automatic document life cycle management, such as file retention and archival. FileCloud’s Smart DLP (data leak prevention) system prevents accidental sensitive data sharing by end users.
What is a Client Portal?
With added regulations on top of increased ransomware and malware attacks, protecting sensitive data and files is more important than ever. Sharing sensitive files via email doesn’t work anymore in terms of security and meeting compliance regulations.
That’s why many companies and organizations have turned to client portals. Client portals are a secure, specific location online that clients can access at any time to view, upload, and download documents and reports and communicate with businesses.
The best client portals are easy-to-create and use, and offer branding options so companies can incorporate their brand in all parts of their process.
Create a Hyper-Secure Client Portal with FileCloud
FileCloud understands the importance of client portals, which is why we have the option for admins to create a client portal within FileCloud’s hyper-secure system.
To make it easy to share files with your clients, FileCloud’s document sharing portal is designed to maximize your team’s efficiency by simplifying the process of accessing, managing, and sharing files anytime, anywhere. Our security measures and detailed logs ensure that you’ll never need to worry about the safety of your files. FileCloud secure file portal provides a professional, branded file-sharing experience so you can focus on managing your business and team.
Client portals within FileCloud offer many benefits including:
With FileCloud, you can create a professional and secure client portal for file-sharing within seconds. Showcase your brand than with a client portal, complete with custom domains, logos, backgrounds and emails.
Free, Unlimited Guest Accounts
You’ll only ever need to pay for your own staff, as FileCloud offers unlimited free client accounts.
Enhanced team and client communication
Our simple but extensive client portal will make it easy for your clients and team to access and edit necessary files anywhere and anytime. Gone are the long hours at a phone or waiting for an email response — your users will be able to log in to your portal software at their convenience, creating a dynamic and seamless experience.
Ensured file security
Our client portal software offers powerful encryption capabilities that can encrypt files at rest and in transit. You’ll be able to conduct business, assured that documents with sensitive financial and personal information will be completely protected, whether you’re sharing internally or externally. With FileCloud’s on-prem solution, all of your data is completely within your control; no one will be able to access anything you don’t want them to.
Get insights on latest activities on a file share
FileCloud offers share analytics, detailed audit logs (what, who, when, where, and how) with activity notifications to know when the file is viewed, downloaded, and modified by clients.
Great, streamlined guest user experience
Unlike SharePoint and Google Drive, FileCloud doesn’t require clients to set up a Microsoft or Google account to review files. FileCloud automatically creates a guest account for clients when you share a file or a folder, which means they can access files immediately without any delay.
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Powerful File Sharing Features
Share files with public, private, and password-protected links. Secure your data with granular sub-folder level permissions, and view documents safely with our built-in preview system.
Large File Support
Easily drag & drop to transfer large files with no size limit. Utilize our easy-to-use file request feature and anonymous file-upload support.
Custom-brand your FileCloud client portal with your firm’s logo, login page image, and email templates; you can even run the client portal under your own business domain.
File Change Notifications
Get notified immediately via email or preferred alert system, whenever a file is downloaded, uploaded, or edited from your client portal.
Unlimited, Free Client Access
FileCloud offers free, unlimited client accounts for sharing confidential files with clients. You’ll only ever pay for your employee accounts.
Get maximum protection from email spoofing and ransomware attacks using FileCloud’s unlimited file versioning and branding capabilities. FileCloud security includes 256-bit AES SSL encryption at rest, two-factor authentication, anti-virus scanning, recycle bin, and endpoint device protection.
Advanced Audit Capabilities
FileCloud keeps track of complete audit logs (what, when, who, where and how). Detailed share analytics and logs of file uploads, downloads, deletions and previews are available anytime on your client portal.
FileCloud offers users the option to automate certain tedious but important tasks with no-code, drag-and-drop workflow automations. These workflows can streamline your business processes across departments and external vendors/clients.
Having a client portal will greatly benefit your team and business by minimizing the hassle of communication via emails / phone calls, as well as by simplifying large-file sharing with your vendors, partners and clients.
Our client portal software is has built-in workflows to reduce manual and repetitive tasks. The dynamic and custom experience will build trust in your clientele, as well as maximize efficiency and productivity. Your team and clients both will adore the countless benefits — so what are you waiting for? Every organization needs a great file-sharing and hosting solution. We hope you’ll let us be yours.
Secure Client Software Portal for Lawyers, Accountants, Real Estate, and Professional Service Firms
FileCloud’s advanced capabilities for secure file sharing with clients are beneficial to law firms, accounting firms, real estate firms, professional service organizations, and any team whose business relies on exchanging files/data with partners, vendors and customers.
Set up a secure file sharing portal software in seconds. Receive, organize, and share confidential files securely with your clients, partners, and vendors. Self-host FileCloud on your servers or use our cloud-hosted portal for file sharing with customers. Completely white-label the portal and run under your business domain.
Fast, Reliable Client Portal Software
FileCloud’s client portal software can help organizations improve the way they share files with customers, and in turn, reduce churn and boost client retention. When email used to be the go-to method of interaction for file-exchange between companies and clients, customer resentment was at its peak due to long response times, lack of security and file-size limits.
Since then, business communication has been revolutionized. Let your clients decide when and where they want to access necessary files and documents and streamline your team’s workflow. Our unique capabilities to monitor, prevent, and fix data leakage also helps organizations meet data security regulations — without putting any restrictions on your file transfer size.
Frequently Asked Questions (FAQs)
Why do companies use client file portals?
A typical scenario without a client portal means using emails to search for old files, non-secure mediums to exchange data and no data redundancy in case a system fails. On the other hand, client portals are secure, can be accessed from anywhere, allows users to easily search files and information, easily share files with authorized users.
How to build a client portal?
Although it is possible to build a client portal from scratch, the easiest way to build a client portal is to use a service like FileCloud. In just minutes, you can create a secure file sharing portal. FileCloud is simple to set up, and client accounts are cost-effective and fully customizable. FileCloud can also be white-labeled and hosted under a business domain of your choosing.
What should a client portal include?
A client portal should include client log-in capabilities, a website, and security features to ensure data privacy. Other features should include: single sign-on, password expiration policies, SSL, HTTPS, IP whitelists, and LDAP authentication. FileCloud provides these basic features and more.
How do you create a client portal?
You can create a secure file sharing portal with FileCloud in just a few minutes. It is easy to configure FileCloud to create client accounts that are fully customized. FileCloud can be white-labeled and hosted under customers’ business domains. It also offers free, unlimited client accounts so you only pay for your employees.
How do you use client portal?
After logging in to a client portal, there are usually many actions that can be taken. How you use a client portal will depend on the business context. Typically, client portals are used to collaborate with clients while protecting private data. This collaboration can include actions like sharing files, sending messages, working together on projects, obtaining signatures, and so on.
How much does a client portal cost?
The upfront fee for a secure client portal can range from $10,000 to over six figures, depending on the vendor that you choose. Client portals are included with FileCloud, and does not cost extra.
What does a client portal do?
A client portal provides clients the ability to access to data through a secure website. It gives businesses and clients a secure and convenient way to interact. Client portals can provide access to items such as documents, online conversations, and work progress updates. The secure website can also help businesses bill, schedule meetings, and collaborate further with clients.
What is a client portal for file sharing?
A client portal is an interface for file sharing, access digital files, services, and information, over the Internet through a web browser from anywhere. The term client portal is most commonly applied to a portal used by an organization as well as its clients to exchange information and files.
How do you share files with clients?
A client file sharing portal like FileCloud helps organizations create a client portal in minutes where files can be stored and share with clients. Clients can easily access, make changes to required files and teams can easily collaborate from anywhere.
Why do I need a client portal?
Many professional service organizations like law firms, accounting firms, and more serve many clients and exchange a lot of information online via email, chat platforms, and other tools. A client portal organizes data storage into a single cloud platform for better collaboration. Sharing large files and managing permissions is easier with a client portal.