It's so easy for your clients to access their own secure portal and see information requested, messages and outstanding items. They can upload files, use their smartphone camera, and even complete and sign documents digitally.
A new portal in seconds
Create an individual, secure document portal for every new customer. Share files, choose document permissions, add signature requests and switch password protection on or off as needed.
New Portal In Seconds
You set security levels.
No documents in email
Safe & Secure
No documents in email
91% of cyber attacks and data breaches start with phishing via email. Move your document collection out of the inbox to an independent safe and secure platform and protect your reputation.
Add your own branding
Build client trust with your own branding, including your logo and tones. Make it your own and add a personal touch to introductions, messages and alerts.
Your Branding
Matching Palette
Related Features
Forms & e-Signatures
Get e-signatures on contracts and bring application forms online.
