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MyDocSafe client portals

A secure document upload link – what is it and how to use it

Are you fed up when clients keep sending you confidential information through unencrypted email?  Have your customers complained that you are not offering a secure alternative? Despite security conserns we continue using unencrypted email for business.  Encrypted email services are still rather cumbersome to use and even though they are widely available, are still limited […]

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What are Experiential Portals and How Can You Use Them?

What are Experiential Portals and How Can You Use Them? In today’s digital world, it is essential for businesses to have the right tools for managing their data and transactions.  One may wonder how to create a client portal in WordPress, Squarespace or Wix, which may be enough for an ecommerce platform but professional services […]

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Unlocking the Potential of Client Portals

Every business needs to maximize its potential for success. For professional services companies, that often means finding ways to upsell existing clients on additional services. Client portals may just be the answer to that challenge. Let’s take a closer look at why client portals are so effective and how they can help your business grow. […]

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