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
securely.
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Download
Designed to help with
Security requirements
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.
Implementation
Consider the options you have at your disposal for strengthening security and protecting your client files.
![](https://b2109986.smushcdn.com/2109986/wp-content/uploads/2020/11/quotes-small.png?lossy=1&strip=1&webp=1)
(SuiteFiles) has given us better processes for dealing with documents, allowing us to cut down our non-billable admin work.
MATT BURGESS
STM Accounting
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