Client portal

Share Information with Clients in a Secure and Friendly Environment

Eliminate the security risk of emailing sensitive documents by using

  • 1

    Make communication with your clients easy with the Client Portal.

    Safely share documents with your clients using the portal, the convenient and secure way to collaborate and share information online.

  • 2

    Have your clients upload their documents directly using the client portal.

    Give your clients the ability to upload documents and complete forms from any device.

  • 3

    Share Invoices.

    Get paid faster, deliver invoices to your clients via the Client Portal.

Client portal

Secure file upload

Eliminate risks by using the portal with SSL encryption and military-grade security.

Securely share files with your clients, staff and partners

One solution. Endless value.
Second generation web-based practice management.

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