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.

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.

Preview Buy now

Improve Customer Loyalty & Increase Responsiveness

Client Portal includes the following:

Client details

Invoices

Projects

Messages

Quotes & Estimates

Documents

All information securely accessed by clients, anywhere, anytime and on any device.

Benefits

- - Secure 24/7 access
  - Far better security than email
  - Easy to use
  - Cost effective
  - Easily share & collaborate

What People Say

Norman,

Small Adviser Firm

We use OneNote for all our projects, this gives us a standardized portal for all our clients.

Noni,

Web designer / Freelancer

CRM’s are an overkill for me with less than 20 clients. This is the perfect solution – Thanks

Security & Data Integrity

Peace of mind!

Knowing that your data is in the the right place with the right privacy, legal protection, encryption & jurisdiction nowadays is more important than ever!

Read here about how your data is safeguarded by the Microsoft Office 365 framework.