A secure cloud based client portal
Give private 24/7 access to your client so they can download or review information you need to provide to them (e.g.: Invoices, Quotes and any other documents or communications etc …).
You can also work and collaborate on projects, ideas and ventures with your clients securely.
Client Portal Solution – Screenshots
Client Portal for OneNote
Solution which consists of 3 Notebooks
Download Every Template & Cheat Sheet
Download All 31 Notebooks with 100’s of Templates plus All Cheat Sheets whenever you want!
Plus All Cheat Sheets
1 Year All Access to download everything for:
Improve Customer Loyalty & Increase Responsiveness
- All prices are in USD.
- Purchases are once off and include support – Yours to keep forever!
- Templates are distributed in OneNote notebooks and instant delivered via email.
- Licenses are for the specified amount of users across all devices supported by OneNote.
Easy steps to get you started
Detailed instructions to make sure you benefit fast.
Screenshot shown in OneNote Online and OneNote 2016.
Quick & simple for your clients
Benefits and usage are well explained.
Client details always up-to-date
The client can update their own details.
Deliver quotes & get paid more quickly
No need to change how you create your invoices, quotes & estimates just drag & drop them into your client portal instead of emailing them.
Quick & safe communication
Messages in one central place. You can even store emails.
Deliver documents & files without sending them via unsecured email
Manage, share any files & documents.
More efficient collaboration on projects
Who does what, when and where. Keep everyone in the loop.
All company information securely accessed anywhere, anytime and from any device
- Secure 24/7 access
- Far better security than email
- Easy to use
- Cost effective
- Easily share & collaborate
Security & Data Integrity
Knowing that your data is in the right place with the right privacy, legal protection, encryption and jurisdiction nowadays is more important than ever!
11 Notebooks with 100+ Templates
Quick, safe, secure & efficient
Stop sending documents by unsecured email – use a secure online portal instead.
Three reasons why you should use a client portal:
- Increase your productivity
Automating and streamlining business processes for your clients can increase your bottom dollar.
- Improve customer loyalty
Making timely, accurate information available to your clients and being seen to be responsive makes it more likely that you will retain the client’s business.
- Increase responsiveness
Granting 24/7 access to documents and information for clients improves flexibility and responsiveness for you and your customers.