Simple. Smart. Secure.

Sensitive information that cannot be shared through emails or phone calls can be shared through a client portal in a safe and secure environment. For instance, you can easily share your invoices, service quotes, service information, knowledge guides, etc., through the portal. Most importantly, client portals allow you to track the progress of your service and other important metrics.

You can set up a client portal that can be accessed through a browser or a mobile app. The portal comes with a central repository to store all vital information and collaborate with different stakeholders. The information entered here is consolidated so that all the parties concerned can operate with the same level of information. When there is a need to update information or adjust project deadlines, everyone in the account will get an update. This ensures your clients don't have to frequently call or email you asking for updates.

While there is no one specific answer to this, you must choose a portal with the best combination of security as well as ease of use features. The following features are a must-have in client portals.

• Structured file access and management: A client portal is not a place where you can dump information. The information stored there must be structured and easy to manage.
• Access control: This is a critical feature to ensure privacy and security. Only the right people should be allowed to view or access a resource.
• Cloud-based: A client portal should also be cloud-based so that all stakeholders can access it from anywhere, anytime. This is a critical requirement to ensure seamless collaboration.
• Customization: You should also have various customizable features in the portal including its dashboard. This provides easy navigation in a way desirable for your client.
• Documentation and version history: A client portal provides valuable documentation to your company. It must have the right version history to identify the stakeholders who made changes. This is extremely important when working in a collaborative environment.

There are several benefits to using a client portal to communicate with your clients. First, it improves collaboration with your clients by providing them easy access to vital information whenever they want. You can save a lot of time since there is no need to draft an email or call your client whenever there is something to be communicated. You can also save a lot of money since you don't have to allocate additional resources for client communication. Most importantly, your data is always secure when you use a client portal. Other benefits like higher productivity and improved cash flow can also be witnessed.

Client portals are much more secure than emails. However, they are still subject to unexpected cyberattacks. If you have concerns about having your data on the cloud, you can use a private cloud to make your sensitive information more secure. This way you can have more control over your information and who has access to it.