What is a client portal
A client portal is software that allows your clients to securly access documents and files online. It is accessable in multiple ways including via a web browser, mobile app and or your own system via an API.
Reduce Support Requests
These portals will reduce the amount of requests you are recieving from your customers on a day to day bases. It will also enpower your customers because they understand how to access there documents without having to ask for help.
Having a customer portal will also allow your staff to be using exactly the same files as your customers. This reduces errors becasue your not having to maintain two separate systems and it reduces duplciation.
reduce postage costs, by uploading files to the portal instead of printing and sending them out, via the post.
See exactly who has access what across all mediums including mobile and api using our state of the art audit trail. Everything is recorded and tracked which increses security because every action leaves a footprint, which acts as an effective deterrent.
If you are interested in having your own client portal or you have some questions, either start a live chat (located in the bottom right of this window) or click here to book a meeting with one of our product technicians at a time that is convenient for you.