Secure Client

Secure ClientPortals

Professional Client Portal Features

A client portal is a secure gateway to your organization’s networks and files. The client only sees content that he has been granted permission to see. A portal may be accessed via a Web browser any time of the day or night, giving clients the ability to securely log in and access information, files, and services at their convenience. The client portal integrates secure file sharing, private messaging, and data collection.

See the high points of our Secure Client Portal packages below:

Basic File Organization & Admin Package

File Organization
File Grouping
File Group Sharing
1 Portal Admin
Unlimited Users
Email Notifications
3 Custom Pages (Start Page, Client Page, Portal Template)
Portal File Admin Video
1 Year Portal Support

Take Control of Your Files!

This package offers all the tools you need to manage your files for your business and clients. All files remain in a secure location and away from public access.

SELECT

Customized For You

Your Secure Client Portal is customized for your business. Use your logo and color palette to create a seamless transition from your website to your portal.

SELECT

All Basic Features
Up to 5 Groups and 5 Managers
Up to 5 Custom Portal Templates (1 for each Manager)
Custom Industry Titles/Labels ("Managers" to "Therapists" or "Clients" to "Patients")
Import Your Client List & Create Client Pages
Private Messaging Feature inside Portal
1 Year Premium Support