A Client Portal Built Around How Your Firm Actually Works
See how Client Connect keeps documents moving between your firm and your clients.
Your clients have documents to send. Your team needs them back, reviewed and filed. Client Connect brings that exchange into one place, so nothing sits in an inbox waiting.
Fill in the form to get the Client Connect product card and see exactly how it fits into your day-to-day.
A secure exchange, not an inbox trail: Clients upload, download, and review files in a portal built on your own Microsoft 365, so nothing gets stuck in an email thread or a shared drive link.
One clear line from request to received: File requests and reviews stay tied to the client record, so you always know what’s outstanding and what’s done.
Your firm’s portal, included as standard: Branded to your firm, with no extra cost per client or per file exchanged.
