Safe and Secure 256 bit, SSL Encryption

Our client portal, available with our Premier and Custom Niche Websites, is a safe, easy way for you to exchange files with your clients and it does not require you to download or buy any additional software to make it work. The 256-bit, SSL encrypted platform is especially good for securely transferring large QuickBooks files, but you can use it to exchange any type of file.

Let’s face it, with all the rules and regulations governing the security of your client’s sensitive financial data, you should never be using email to transfer this type of data back and forth. You need the peace of mind that comes with knowing the files are encrypted and safe from outsiders, but easily accessible to you and your clients.

Unlimited Storage

Using the client portal is very easy. The system comes with unlimited storage so you and your clients can upload as many files as you want and leave them there as long as you want.

It's Easy to Use

Registration is also fast and simple. Your clients will register on your website and you will approve their registration. When you log in you will be able to see a dashboard that shows you all of the clients who are registered to use the system, as well as a list of any files that are waiting for you. You client will see only their profile when they log in. Transferring files is very easy, too, and requires just a few clicks.