Secure Client Portal Software for Accountants | FileCloud

Client Software Portal for Accountants

Unlimited, External Accounts

Creating a client portal is easy with FileCloud. Only pay for employee/staff accounts, with no added cost for client accounts. Client accounts still benefit from FileCloud’s powerful security and file sharing features. Build rapport and trust with your clients through seamless document sharing and collaboration.

Enterprise-Level Security

File security is a top priority for accountants since they handle personal and sensitive information. FileCloud offers enterprise-level security, which extends to free client portals. Accountants and clients can share sensitive info with confidence, knowing their data is protected.

Custom-Branded Portal

Maintaining your brand is an important part of creating a client portal. With FileCloud, you can create your secure portal in minutes, while still maintaining your own brand. The document exchange portal can be run under your own business domain name, with your logos, brand theme, URLs, and photos.

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4.6

Client Software Portal for Accountants: Securely Share Information with Clients Using Your Own Branded Portal

Client Portal for Accountants

Many different companies have started to use client portals, with accountants on the top of the list. Accountants must be able to securely receive and share documents like tax forms, proofs of identity, and bank statements to meet compliance requirements and to provide clients with peace of mind.

That’s where client portal software for accountants come in. Online client portal software is a secure, branded platform where clients and accountants can share and collaborate on documents and files that contain sensitive information.

Client portals save accountants time and money by streamlining the document collection process and supporting direct communication with clients, with the possibility of scaling seamlessly as firms grow. Client portal software saves time and hassle while increasing efficiency. There are many benefits including:

• Efficient and secure document exchange

• Faster review and response times

• Large file sharing

• Unlimited storage

• Data governance and retention policies

FileCloud’s Simple, Secure Client Portal Software

Create a secure client portal for file sharing in minutes using FileCloud. Customers can run FileCloud under their own business domain name, and the file portal can be fully branded. Pay only for your staff and take advantage of unlimited, free client access. Powerful file sharing features include public, private, and time-limited shares. FileCloud also comes with detailed audit logs, file change notifications, and an easy-to-use file request feature to receive files from clients.

The FileCloud client file sharing portal makes it easy to access, manage, and share files and documents securely, anytime, from anywhere (inside or outside the office and across devices with internet access).

FileCloud’s unique capabilities to monitor, prevent, and address data leaks also helps accountants meet unique security and compliance requirements as they work with sensitive and private client information.

Secure File Sharing for Accounting Firms – Case Study

Data Governance

FileCloud allows administrators to manage the entire life-cycle of their business documents, from creation to retention and finally disposition, all from the administrator dashboard. FileCloud provides a separate Governance Dashboard, which allows an administrator to see all system alerts generated by any retention policy violations or conflicts. Administrators receive alerts for expiring policy dates as well as any violations of user policies as well as DLP rules.

Retention Policies

FileCloud retention policies allow for automation of the processing related to files and their folder groupings. This policy-based automation is designed to help secure digital content for compliance, but it can also enhance the management of digital content. These retention policies support compliance with legal actions, trademark issues, patent infringement, employee lawsuits, and consumer complaints.

Explore FileCloud’s secure file transfer portal for enhanced data protection. Learn more today!

Powerful File-Sharing Features

Public, private, and password-protected shares with expiration dates. Granular subfolder-level permissions. Built-in document preview and view-only shares. Share large files with no size limits.

File Sharing Analytics

Get complete reports of share activities, such as view, download, and upload, as well as details of the last access date, access method, location, and more.

Unlimited Free Client Access

FileCloud offers free unlimited client accounts for sharing confidential files with clients. You only pay for your employee accounts.

Advanced Audit Capabilities

FileCloud keeps track of complete audit logs (what, when, who, where, and how). Detailed share analytics and logs of who uploaded, downloaded, deleted, and previewed files from your client portal are available anytime.

Customer-Specific and Team Folders

Create a specific folder for each client to receive, organize, and exchange files. Use folder permissions to control access to subfolders. Team folders provide centralized access to multiple users or user groups.

Security

Get maximum protection from email spoofing and ransomware attacks with FileCloud’s unlimited file versioning, 256-bit AES SSL encryption at rest, two-factor authentication, anti-virus scanning, and endpoint device protection.

Compliance

FileCloud offers industry-leading security measures such as AES SSL encryption, PII (personally identifiable information) search, 2FA (two-factor authentication), access controls, policy management, and auditing to facilitate compliance with GLBA, FINRA, GDPR, and SEC requirements.

Activity Tracking

Every file change within your client portal is tracked, including individual document sharing activity for every user. This enhances security for unauthorized use.

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Client Portal for Accountants

Create private workspaces to securely share information with your clients.

Send updates easily from anywhere, on the go. Review changes quickly within files and share large files easily.

FileCloud offers a secure portal for file sharing, ensuring that your sensitive data is protected with end-to-end encryption.

White-label your portal with your logo and brand colors to reassure your clients and reinforce trust while improving collaboration with FileCloud.

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“FileCloud is an easy-to-use solution and met all our data residency requirements.”

Frequently Asked Questions (FAQs)

What is a client portal software?
Client portal features allows companies to give their customers a place to access confidential documents securely. These portals are usually accessed with a password and allow customers to review, download/upload documents and other media. You can use software like FileCloud to create a secure file-sharing portal that is branded and customized.

How does a client portal work?
A client portal works by allowing companies to create a secure portal accessed only by their clients. These portals usually have places to access, view, and upload/download documents. Using software like FileCloud to create a branded file-sharing portal can save a company time and money and give their clients the security they need.

Why do accountants need client portals?
There are many different professions that could use client portals, but accountants need client portals because they are working with sensitive, private documents. Secure client portals created with software like FileCloud allow documents with sensitive information (like tax forms, SSN, etc.) to be uploaded/downloaded and shared with accountants securely.

What are the benefits of using client portal software?
There are many benefits to using client portal software. Now more than ever, companies and organizations need a secure portal that only their clients can access. These portals allow clients to share/upload/download private documents that include personal information like social security numbers, tax documents, and other media that is important to keep secure.

How much does client portal software cost?
Client portal software can be costly, but it doesn’t have to be. When looking for client portal software, you want to look for software with options like security, customization, branding, and more. Certain software like FileCloud allows companies to create their own secure, branded file-sharing system that allows unlimited, free client access.

Why is the client portal software important?
Client portal software is important for many different companies and organizations. Client portals help companies create secure, branded, and customizable places for clients to upload/download and share private information. Software like FileCloud allows companies to create their own branded, secure file-sharing system that they can customize however best fits their company.

Client Portals Make Life Easier

It’s easy for accountants to feel like they’re drowning in a sea of paperwork and administrative tasks. Secure client portal software makes it easier for accountants to get their work done by providing a secure portal that they and their clients can access anywhere, anytime. These portals allow for the secure sharing of documents and files, notifications, and more. These portals also build up trust with clients as they know they can trust their documents and private information is secure.

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