- Integrates seamlessly with Document Manager and your HandiSoft central client database.
- Provides clients with secure access to documents at any time.
- Improves client relationships by improving efficiency and saving them time.
- Significantly reduces document handling and processing times (instead of email or post).
- Saves money via productivity and savings on postage.
- Operates within industry best practice high level security, with 128 bit encryption and authenticated digital signatures.
- Easily add files to Document Manager with drag-and-drop functionality.
- No problem finding files using keywords, author, comment or document text.
- Automatic notifications when you upload a file to a client’s secure area and when they send you a file.
Download Client Portal Factsheet