FileCloud Offers the Best Client Portal for Marketing Firms in 2022

Why Marketing Firms Need a Secure Client Portal

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Hyper Secure

With FileCloud, you don’t have to choose between a client portal and top-notch security. FileCloud’s client portals are created within FileCloud’s hyper-secure system, which includes 256-bit AES SSL encryption at rest, 2FA, granular user and sharing permissions, and more.

Custom Branding

Maintain your branding within FileCloud’s secure system with a custom URL, your firm’s images and colors, email templates, terms of service and privacy policies, and UI messages. You can even apply custom CSS.

Anytime/Anywhere Access

Stop worrying about time zones and increase your global outreach with a client portal that can be accessed 24/7 across devices. Clients can upload, download, and review documents, while FileCloud’s Sync and Drive apps ensure files are up-to-date.

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92% of our customers would recommend us to a friend.

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For a long time, the most secure way of sharing documents was via snail mail. Then, email came along and disrupted the way we shared documents. In today’s world though, sharing files by email leaves you open to malicious attacks.

File Sharing in Marketing

Marketing firms share files containing copy, photos, and videos constantly between departments, but sharing these files with clients can often pose problems with potential security risks or file size limits. If a marketing team really wants to stay up-to-date, they need to share these files through a secure client portal.

What is a Client Portal?

A client portal is a secure, digital gateway where files can be shared and reviewed by both clients and businesses. This portal allows for sharing of documents, files, and messages between parties.

Client portals are accessed via web browser or app with secure login credentials. Top client portal software allows clients to access and collaborate on files 24/7 anywhere in the world, on any device. This allows marketing firms to have a more global client list, without the worry of time zones.

The best client portal software gives clients peace of mind knowing their sensitive information is secure and available to them at any time, with no limits on file versioning or size.

FileCloud’s Client Portal for Marketing

FileCloud is a hyper-secure file sharing and storage system that allows users to store, share, and collaborate on files securely. With unlimited, free client accounts and other built-in features, FileCloud’s client portal is the best option for marketing firms in 2022 for multiple reasons:


FileCloud’s hyper-secure system allows marketing firms and their clients to share files with confidence, knowing their sensitive information is protected. FileCloud offers 256-bit AES SSL encryption for data at rest, SSL/TLS protocols for data in transit, Active Directory integration, 2FA and SSO, endpoint device protection, antivirus integration, and ransomware protection, ensuring that your files are secure no matter what.

Branded Portal

Marketing firms understand the importance of branding more than anyone. FileCloud’s client portal can be customized with your marketing firm’s brand, including logos and photos, email templates and CSS, and even a customized URL.

Free Guest Accounts

Marketing firms share documents constantly with clients. Having to pay for each client to access their client portal would cost a fortune. That’s why, with FileCloud, you don’t have to pay for guest access. You only pay for staff or full users—guest users in your client portal won’t cost you anything extra.

Sharing Permissions

Advanced sharing permissions is vital when constantly sharing files. With FileCloud’s system, users have advanced access to sharing permissions including public/private/password-protected shares with expiration dates, the option to edit permissions on shared files or folders, and limits on how often documents can be viewed/printed/screenshotted.

FileCloud offers marketing firms a client portal that makes it easy to share and collaborate on files with clients, all with the peace-of-mind that comes with a hyper-secure system.

Unlimited Guest Accounts

Creating a client portal within your FileCloud system doesn’t mean you have to pay for guest access. With FileCloud, you only pay for staff and full users. Extend secure file sharing and collaboration to guests and clients without costing your firm extra.

File Change Notifications

Our file change notification system ensures that you know the moment a client has uploaded or downloaded a file from your client portal. This allows you to have constant eyes on client info, ensuring consistent progress and communication with clients and never losing projects in the shuffle.

Personalized Branding

Continuity of brand is vital for client trust and brand power; if anyone understands that, it’s a marketing firm. That’s why your client portal can be customized from the start with your logos and images, email templates, and UI policies. You can even run FileCloud under your domain.

Large File Support

Marketing firms often work with large files containing videos or photos. FileCloud offers users an easy drag-and-drop upload option with no size limit. Share files and folders at the click of a button without worrying about data restrictions.

Advanced File Sharing Features

Share files with client with confidence knowing that you’re in control. Users can share files with public, private, or password protected links. Data can be secured with granular sub-folder level permissions, and shares can be revoked at any time.

Workflow Automation

FileCloud’s workflow automation system allows users to automate certain tedious but important tasks like contract review, document signoffs, and reminders so employees can focus on more important work.

Workflow Automation for Marketing Firms

FileCloud’s workflow automation allows marketing firms to work smarter, not harder by allowing the option to automate certain tedious but important tasks like signature retrieval and document review.

Users can create workflows with FileCloud’s no-code, drag-and-drop workflow automation to streamline processes that help their teams become more efficient and focused.

Hyper Secure Client Portal

Marketing firms work with clients all over the world and have to share files back and forth constantly. However, sharing files via email is becoming more and more unsecure. That’s where FileCloud comes into play. With FileCloud, you create a client portal within your FileCloud system, which has certain hyper secure features like:

  • 256-bit AES SSL encryption
  • Active Directory and LDAP integration
  • 2FA and SAML SSO
  • Advanced antivirus and ransomware protection
  • Password strength requirements
  • Comprehensive audit logs
  • Remote device management

These security features ensure that files that are shared within your client portal are protected on all sides.

Advanced Sharing Capabilities

Sharing files is a vital part of working in marketing. Files are constantly being reviewed and shared across departments and back and forth with clients. It’s vital for marketing firms to use a system that has advanced file sharing capabilities like FileCloud. FileCloud’s sharing capabilities include:

  • Public/private/password protected shares
  • Shares with expiration dates
  • Granular sub folder level permissions
  • Document preview
  • View-only shares
  • Control the number of times documents can be opened/printed
  • Prevent screenshots of sensitive documents

Admins can also revoke share access at any time in case of unauthorized access.


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