ShareFile client portals provide easy access to files through a secure login

A secure client portal for easy access to files

Each client can get to their files through a unique, secure login

  • Give clients easy access to all their files
  • Impress your clients with custom branding
  • Add an unlimited number of clients to ShareFile

No credit card needed

Put your company's best face forward with a secure client portal

You always want to make a great first impression with your clients. A client document portal is one way to do that. Look for a cloud-based file-sharing solution that offers the best in personalization, security and flexibility. Not to mention a great user experience.

custom branded client document portal

Custom Branded Client Portal Login with ShareFile

What is a client portal?

A client portal is a Web-accessible, interactive tool on a secure website that is used for file sharing and storage. Your client can use the same link every time to log in to their personal portal, which you can ensure always has the correct version of all their files available for safe, secure access at any time. With the ability to use custom branding to add your logo to the portal, it will look like you really went the extra mile for your customer — even if it only took you a few minutes to set it up.


What can this mean for you? Some companies overlook the importance of making a strong impression with their portal, but it may be time to take notice. The portal is often the first thing users see during an interaction. Here are a few ways the ShareFile client portal can improve your business, while making life easier for your clients too.

custom branded dashboard for file sharing

1. No more lost attachments, no more miscommunication

    How much time have you lost trying to help a client find a document in an email, or discussing a new revision over the phone, only to realize your client is looking at a different version? If your client deletes a single email by accident, that could result in a full hour of lost time on the phone, helping them search for the attachment - or having to resend them your files.

    With a single point of access using a client portal, your clients and customers always have one link to access their important files. Likewise, you have full control over what they have access to. Give clients access to last previous year’s tax returns or old project files. Share a quickly growing spreadsheet or a frequently revised presentation deck and you can be sure that the version your client sees is always the most recent, without cluttering up their inbox. Share key business insights but leave out your team’s internal notes about the client’s account.

2. An easy way to exceed your client’s expectations

    When helping your clients, it’s your responsibility to make sure that everything simply works: not just your business’s core competency, but all the tools and processes surrounding it. And we’ve all been there - searching the for files we know we received without a clue where they could be. The ShareFile client portal takes away that frustration and wasted time. Clients always know exactly where to go to get the files they need. It’s an easy way to meet and even exceed those expectations, resulting in happier customers.

3. A tool your business won’t outgrow, no matter how big you get

    ShareFile allows you to add an unlimited number of client accounts at no additional cost, because we don’t want to get in the way of your success. The more referrals you get from your happy customers, the more customers you can service through your ShareFile customer portal, no problem. Our custom branding options, also free of charge, will make you look great whether your business is just you or a Fortune 500 enterprise. Even if you start in a garage and end up in a high rise, the ShareFile client portal will be with you, and your clients, every step of the way.


And that's not all ShareFile can do. Besides making things easier for your customers, ShareFile also makes it easier for you to manage your business and secure your data with tools like encrypted email to keep email messages and attachments secure, e-signature software for getting important documents signed, desktop file sync to keep your files up to date across all your devices, and the ability to send big files up to 100 GB.

See why thousands of accounting firms, law firms, real estate offices and other businesses use ShareFile for creating client portals and sharing files both professionally and securely. Try it free!


Further reading:

ShareFile Blog: How ShareFile customizes for customers

ShareFile Knowledge Base: How to brand your ShareFile account

ShareFile Knowledge Base: How to create a client user

View our Pricing page to see which plan includes which features

 

Don't see what you're looking for?
Call 1 800 441 3453 for a more in-depth look at ShareFile and to see how we can customize a plan for your business

Don't see what you're looking for? Call 1 800 441 3453 for a more in-depth look at ShareFile and to see how we can customize a plan for your business

Ready to try ShareFile? It's free for 30 days

No credit card needed

what our customers say

International Business Done Easy

ShareFile client portals take center stage

"The ease of use, the plugin and the remote access are what make ShareFile essential to our business."

Denise Johnson, marketing director, Colliers International

Read Denise's Story ►

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