Embedded Files
Are you still emailing tax returns, medical records, or legal contracts as attachments?
If so, you are exposing your clients' private content and your business to severe compliance and security risks.
Once an email is sent, you lose control of that data forever.The good news is that you can easily fix this right now using the tools that you own to share files securely.
By using your existing technologies, you can completely protect your reputation and your client's data without buying expensive third-party portal software or upgrading to premium licensing.
Introducing the Secure Client Portal
A custom-engineered security layer built directly inside your existing Microsoft 365 account. We transform your current system into a fortress, giving every one of your clients their own private, branded digital vault to upload and collaborate sensitive files securely.
No email attachments. No security leaks. No added software fees.
Want to see how it works?
Core Product Features
Client Vaults: Every client gets a private digital workspace. Clients can never see, search for, or even know that your other clients exist.
Branded Client Experience: Portals are customized with your firm’s logo and colors, presenting a highly professional image to your clients.
Controlled "View-Only" Access: Share highly sensitive files that clients can read safely inside their web browser, while completely blocking their ability to download, print, or copy the data.
Secure File Drop-Boxes: Send a unique link to a client allowing them to securely drag-and-drop tax forms or medical histories directly into your system, without giving them access to any other files.
Smart Link Expiration: Protect your data automatically. External sharing links are programmed to self-destruct or require identity verification code refreshes every 30 days.
Digital Paper Trail: Full audit logging. See exactly who opened, uploaded, or viewed a file, and precisely when they did it.
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