Our easy-to-read PDF will breakdown best practice for gathering and sharing sensitive files from your clients. Fill in this form to receive your guide via email.
Sharing client files
Designed to help with
We’ll run through a checklist of recommended security features to seal off unauthorised access.
Benefits of using a client portal
Understand the advantages of centralising your client info and delivering a high calibre client experience.
Consider the options you have at your disposal for strengthening security and protecting your client files.
(SuiteFiles) has given us better processes for dealing with documents, allowing us to cut down our non-billable admin work.