Professional services firms are consolidating tools for themselves and streamlining the experience for clients. Try the all-in-one client portal solution that goes beyond file-sharing.
Using ShareFile means you need additional tools for billing, intake forms, secure messaging, and your marketing website. Portal is an all-in-one solution that lets your team and clients streamline their workflows.
User experience is at the forefront of our design ethos. With Portal, amplify your brand by providing clients a modern, streamlined experienced on web and mobile. Learn more about our priorities.
Portal powers 1000s of businesses spanning financial services, legal, and more. These diverse experiences have pushed us to build systems that have 99.99%+ uptime and world-class-security.
Portal is designed to be the virtual office of your accounting firm and lets you setup a marketing website and client portal. Securely share files and request eSignatures with the Files module. Communicate securely with clients using the Messaging module. And streamline onboarding with the Forms module.
Each year, the Portal team releases hundreds of features and improvements to help you stay ahead of industry shifts. On average, there is a release every 7 days.
Portal expands on ShareFile with features that are integrated, user-friendly, and customizable.