Client Vaults

Provide a secure vault for you and your clients to store and transfer public and private files.

$79 per month

Our Vault allows you to start smaller than a full portal but with a file transfer and storage system that includes control of what files your client can and can’t see/access.

Immediate e-mail notifications are sent when a file is uploaded or downloaded from either end.

Other benefits include audit tracking and asset/file distribution. An example of the latter is where a ‘common’ letter can be automatically copied to all in a groups from just the one uploaded copy. Plus you can offer clients a ‘safe’ to help them manage documents such as wills and deeds.