A secure client portal for easy access to files (with Two Factor Verification)


A client portal is a Web-accessible, interactive tool on a secure website that is used for file sharing and storage.

All files are available for safe, secure access at any time. 

Each client will have access to their own individual client portal, for easy access to files and transferring information.


Is a Client Portal Secure?

Security is a great concern when it comes to file sharing and accessing those documents in client portals. However, client document portals provided by reputable file sharing sites are indeed secure.

With a client portal, a party will send a file or a message securely over the internet. The recipient will then receive an email with the details of how to access the sent file.

After the client has signed in, they will receive a message to view or download the sent files.






AccountancyManager

We have partnered with AccountancyManager to provide a secure, safe, easy to use Client Portal

With access to:

- My info (client information) 

- Document Portal (for downloading and exchanging files)

- Deadlines (all your important deadlines)

- Settings (password and activate Two-Factor Verification)

Two-step verification helps protect you by making it more difficult for someone else to sign in to your account. It uses two different forms of identity: your password, and authorisation code sent by SMS or by accessing a secure app on your phone.