Client portals
The only client portal software you need to onboard faster and share files more efficiently
Create a client portal
Upload client folders to secure cloud portals for faster, more efficient document management
Quickly and easily share files, documents for signing, and data collection forms with customers
Keep your clients’ data safe and your processes compliant with security by design, privacy by default
Simply and securely share documents, messages and information requests
- MyDocSafe is the quick, easy and safe way to share important files with your clients. Create individual client portals and upload all the documents you want to securely store and share.
- Send contracts for filing, gather information with data collection forms and share images between yourself and your customers. From personal details to financial data, all information, files and documents are kept highly secure.
Streamline new customer onboarding with automated client portal software
Speed up proposals and onboard new clients with MyDocSafe’s customizable workflows
Create step-by-step customer journeys to automate the whole onboarding process, from first contact to signed contract
Seamlessly transition customers between departments, all within their bespoke client portal – so there are no hold ups
Manage access rights for individual documents or across the entire portal, to give different staff members and different departments the relevant permissions
Protect your clients’ data – without limiting accessibility
MyDocSafe’s client portal software helps you keep your clients’ data secure and fulfil your data protection obligations faster.
Each portal safely stores individual and organizational data, encrypted and stored on US servers. Use them to distribute, store and manage consent forms, or respond to subject access requests.
All portals can be searched to find required data, and full audit trails are always available to help your business comply.
Extend your unique customer experience through bespoke client portals
Deliver a seamless extension of your organization with fully customizable portals, branded with your own logo, colors and layout
Or add branding that matches your clients’ for added personalization
Customize each client experience with bespoke automatic processes including form filling, ID checks, payment requests, and contract signing
Create separate portal groups for different types of stakeholders to segment documents and information, with different broadcast announcements and terms & conditions for each group
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The simple, secure, streamlined client portal software
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