Secure Document Portal for Clients

Managing Files with FileCloud’s Hyper-Secure Document Portal

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Secure File Sharing with Clients Using FileCloud

Ransomware Protection

A ransomware attack is a dangerous type of attack that locks access to files or even the whole system until the company pays a ransom. FileCloud protects your data with a heuristic file content-scanning engine that searches for and blocks ransomware and viruses from entering the FileCloud system.

Custom Branding

Customize your FileCloud secure document management portal to reflect your organization’s brand. Add your logos to web and mobile clients and run FileCloud under your own domain.You can even customize login pages, emails, messages, and newsfeeds. Multi-language support is also provided by FileCloud.

Remote Device Management

Revoke and restrict access to sensitive files at any time by blocking user accounts or wiping devices remotely. In the event of suspicious activity or lost devices, admins are empowered to protect files and preserve trust in the organization’s brand

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Providing a Secure Document Portal with FileCloud

A client portal is a digital gateway to a collection of files on a cloud server, often accessible over the internet via web browser and secured by user account credentials (authentication). FileCloud’s secure document portal:

-Protects sensitive files against internal and external breaches
-Provides ransomware protection
-Supports access and authorization management features
-Offers data recovery options through file versioning and endpoint backups
-Supports compliance with government rules and regulations

How secure are client portals?

Client portals should include a few key features to be considered secure:

1) Authentication
Multiple authentication mechanisms should be enabled to be called a portal secure. We can name a few, like Single Sign On mechanisms with SAML 2.0 protocol and multifactor authentication.

2) Encryption
For a secure client portal, the data should be encrypted in transit and at rest.

3) Authorization
An organization should be able to set different authorization policies as they need for the client portal. A document management portal has a different set of folders and files. Sub-folder level granularity is expected by a secure client portal for authorization.

The features mentioned above are main features for FileCloud’s hyper-secure client portal.

What other features make a client portal secure?

Apart from the above-mentioned main features, there are many other features that make a client portal secure.

1. A client portal should provide ransomware protection for their sensitive files and folders. FileCloud’s heuristic engine scans all uploaded files for viruses and malware.
2. ReCaptcha integration helps protect your site from spambots. Admins can enable ReCaptcha in FileCloud under Settings and 3rd Party Integrations.
3. Features that support compliance with government or industry rules and regulations provide robust ROI. FileCloud provides compliance support through the resource library, as well as a fully integrated Compliance Center, with configurations for ITAR, GDPR, and HIPAA.
4. Remote access enables users to access data from anywhere in the world without compromising security. FileCloud users can access their portal through desktop, web, and mobile clients.
5. Secure data synchronization is vital when it comes to files and folders. In FileCloud, data synchronization can be enabled through virtual drive and sync clients.
6. Advanced sharing methods should also be available with a secure client portal. FileCloud users can share public or private links to files and folders, with the option to add password protection and set expiration dates. Granular access permissions and data leak prevention (DLP) provide additional security to ensure only authorized individuals access the shared data.
7. Secure client portals can provide even greater assurance by providing Zero Trust architecture. Zero Trust File Sharing^® in FileCloud encrypts data within a Zip file – the password is never stored in FileCloud so data is protected within and beyond an organization’s IT perimeter.

What makes a client portal secure for heavily regulated industries like law firms?

When it comes to law firms, one of the most important aspects is the integrity of the data. The client portal used by the law firm should ensure the integrity of the files while enabling secure, easy access for lawyers, paralegals, and clients. Only authorized people should have access to sensitive files and information.

Some of the main challenges faced by law firms currently are keeping cybercriminals at bay and being on top of compliance. Information security and privacy laws are becoming more common around the world, especially for industries like healthcare, legal services, and banking, which regularly handle sensitive or identifying information.

Providing clients with a secure document portal is one way to meet compliance requirements while protecting data from cybercriminals. Therefore, a client portal secured with many features should be selected by a law firm to provide a trustworthy service for the client that secures sensitive data and abides by government rules and regulations .

How secure is the FileCloud client portal?

When it comes to selecting a secure client portal, the best in the industry is FileCloud. The hyper-secure content collaboration platform includes a secure document portal for users that comes with access and productivity features to make life easier.

FileCloud incorporates major security features (https://www.filecloud.com/security/) like SSO, MFA, customization options, ransomware protection, remote device management, and other relevant protection with SIEM integration and digital rights management. Law firms, banking interfaces, healthcare service, and other highly regulated industries can provide hyper-secure access and collaboration to data for employees, contractors, vendors, partners, clients, and customers.

Audit Trail

Comprehensive, exportable audit logs are maintained by FileCloud, capturing who (user) did what (file activity), when (timestamp), how (device access), and where (IP address).

Security Policies

Enable global or user-level security policies to control access to data and file sharing. Only authorized people will have access to files

Endpoint Device Protection

Users can back up data directly from their connected devices. Admins are able to monitor all the connected device actions from a centralized dashboard

FIPS 140-2

FileCloud supports FIPS 140-2, an encryption standard published by the National Institute of Standards and Technology. Run FileCloud in a FIPS environment with validated encryption.

Compliance Center

FileCloud’s Compliance Center supports compliance with GDPR, HIPAA, and ITAR. Configurations connect FileCloud’s powerful tools and settings with regulatory requirements to make compliance simple and easy.

Zero Trust File Sharing

Zip files with password-protection serve as encrypted containers for confidential or sensitive data. The password is not stored in FileCloud so data is protected at rest and in transit in case of a breach.

Resumable Uploads

Uploading large files and folders is easier than ever. FileCloud saves upload progress in 20 MB chunks. If connection is lost, the upload is paused. Once network connection is restored, the upload continues seamlessly.

Data Leak Prevention

Use metadata tags and content classification along with FileCloud’s Smart DLP system to automate data access. DLP rules can be created to deny or permit (with notification) certain types of file access (view, download, share, etc.)

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Streamline Approvals and Document Review with Workflow Automation

FileCloud provides two types of workflow automation within the platform:
-IFTTT workflows for admins
-Workflow automation builder for users

These workflows help automate behaviors and actions within the platform. Admins can set up a cascade of actions that help onboard a new user, with relevant files and folders automatically populating based on a trigger event.

Meanwhile users can create their own workflows with FileCloud’s easy, drag-and-drop workflow builder. The workflow builder is a powerful tool in the hands of legal firms, tax services professionals, finance departments, and other sectors that need to confirm document receipt or submit files for approval.

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.

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