Client Portal to securely SEND & RECEIVE documents
D
Dietrich Von Zittwitz
It would be beneficial for Sub-Accounts to have a client portal that is able to securely Send and Receive documents and files.
This can also be another profit center. The idea here would be to include an amount of “base” storage and have an upgrade available for more storage space if needed.
The type of service to model could be from one of these websites:
Use Cases:
I have accountants and financial advisors that need to get files from their clients. Their clients do not feel comfortable using dropbox, google drive, or onedrive.
Types of files are typically: personal documents, bank statements, tax returns, account statements, etc.
Other markets that could have a use for this with similar types of files:
Attorney, Healthcare, real estate agents, mortgage brokers, title companies, business to business file transfers (larger files), Financial services (CPA, Bookkeeping, Financial Advisors)
Based on the sample companies I provided I believe this would be a great addition to the software and potentially an additional profit center for all.
Z
Zaka Ullah
I just need it right now for Accounting Client
D
Devon Smart
Yes this and an ability to send the contracts we create internally to other staff or through workflows so we can send it to different emails other than the contact/client themselves would help greatly
D
Daniel Marr
Great idea. Would need folders and a range of file types (with preview). The permissions would need to be set at the file or folder level and can be shared with an individual contact. a company or groups of contacts or companies or everyone for it to have the widest use case.
C
Chris Forsey
Really need to have uploaded documents encrypted in transit and at rest
Justin Moy
We use this within Suitedash and would be a huge opportunity to create a client portal option too. We are mortgage brokers in the UK and use this function daily.