Upload client folders to secure cloud portals for faster, more efficient document management. Access rights to any document can be managed individually for even more protection.
Quickly and easily share files, documents for signing and data collection forms with customers. This has a lot of potential uses, especially when managing processes such as onboarding.
Keep your clients’ data safe and your processes compliant with security by design, privacy by default. All this can be ensured automatically with our intuitive and customisable client portal software.
Our simple, secure and streamlined client portal software is bound to deliver an exceptional onboarding experience, not just for your customers but also for your team.
The fact that everything from the micro-processes to the design elements can be customised adds another degree of personalisation that will surely keep your clients satisfied and at ease.
Don’t waste another minute and start making your onboarding process more convenient for everyone. Sign up for a free trial today.