ShareFile Blog

Pro tips for creating a best-in-class client portal

If you exchange documents with your clients, using ShareFile as a dedicated client portal is the perfect way to simplify that process; a safe place for either of you to organize, save, and share large or sensitive documents.

What can this mean for you? There are many benefits that come with a client document portal. You no longer have to worry about losing important attachments or wasting time chasing down missing files. Additionally, a client portal is an easy way to exceed your customer’s expectations. Professional branding blends seamlessly with your website, and the ease of access streamlines communication. Finally, a customer portal is a scalable solution that will grow with your business – your ShareFile account includes unlimited client users.

Set up your client portal in four easy steps:

  1. Add unlimited client users to your account by going to Manage Users, Create Client
  2. Create your portal by adding a client folder under Shared Folders, and making a folder for each client
  3. Add clients to their folder by clicking “People on this Folder” and “Add People to Folder”
  4. Place a link to your ShareFile portal in your email signature or on your website – learn how here.

Whether you’re an accountant, a lawyer, a financial planner or any other professional that shares secure files with clients, ShareFile can help you create a client portal that’s secure, easy to use, and quick to setup. Get started today with a 30 day free trial.