Tax returns, financial statements, engagement letters. These shouldn’t be sitting in an inbox. Upload files to your client’s portal and they receive a notification with a secure link to access them.
No attachments floating around. No risk of forwarding to the wrong person. A secure, professional way to get important documents to your clients.
Every file you share stays in your client’s portal permanently. When a client needs last year’s tax return or a signed contract, they know exactly where to look.
Stop digging through your sent folder. If a client asks for something you’ve already shared, just point them to their portal.
Rate cards, service guides, privacy policies, or anything else you want every client to see. Add it to a global file group and it appears in every client’s portal automatically.
Update once, everyone has access. No bulk emails, no missed attachments, no version confusion.
"I love the way that it sends to clients. I think it looks very professional and clean and it’s very easy to use."
