Client Portals

Identity theft is out of control, hackers can access email contents easier than you may think, and clients are more knowledgeable today about the risks of sending confidential files via email. In addition, privacy laws like the Gramm-Leach Bliley Act require that you encrypt personally identifiable information sent online. Email is not secure, but client portals can provide the security solutions required for today's business.

Secure File Transfers
A client portal (also known as private client sites or private websites) is a secure website that your contacts can use to access files, information, and services using a browser. It features SSL encryption for secure file transfers and no maintenance authentication procedures for 24/7 access to self-service solutions.

Seamlessly Integrated Client Portals
Client portals are seamlessly integrated with your contact list in The ShareVantage. Each contact's digital file includes a Private Client Site folder and files you insert into the folder for the contact may be accessed by them using a browser. Via the Internet, your contacts use a secure login screen (provided by The ShareVantage, which you may connect to your website) to enter their unique user name and password. Once the user has been authenticated, the client has secure 24/7 browser access to their files in the Private Client Site folder. Any information transferred between the contact's browser and your ShareVantage account uses SSL encryption for security...and away from email hackers. The ShareVantage client portals:

Securely transfer confidential files for privacy compliance
Exchange very large files with clients that email servers cannot
Provide clients with a secure method to upload files for your access
Automatically notifies you when a contact views or uploads files
Maintain a file access log for historical reference
Deliver 24/7 services to your clients as an online document service center
Include branding options so the experience can match your website
Work like Windows-Explorer for managing files and folders
Seamlessly integrate with your existing files and applications
Easily connects to your website for convenient client access
Manage all user authentication details, including password resets

Clients Demand Online Services
It's an on-demand world today, but more than 65% of business websites fail to offer interactive online services to their clients, partners, and employees. The ShareVantage secure client portals provide your contacts with 24/7 access to work-in-progress files, contracts, account statements, benefits information, and more online using a standard web browser. You can easily reduce client service loads and increase client satisfaction rates using The ShareVantage client portals.

Start your virtual office today with your Free Download to experience the benefits of client portals.






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