Website Tips On Building A Successful Website

A series of articles on how to get the most from your Website and what common mistakes to avoid. Suggest articles, or ask for some impartial advice on everything Website related.

File Sharing / Client Document Portal for Websites

File Sharing for Websites Document Portal

Welcome to our new File Sharing / Client Document Portal £295

Although this article is primarily aimed at Websites for Accountants, it is also just as relevant to the majority of other industries/professions

During the coming years, more and more people will want to retrieve files via the “Cloud”. As an Accountant, therefore, it is important to be able to offer your existing or potential clients, the option of downloading from the Internet (or the Cloud), rather than via an Email attachment.

It appears much more professional, makes you appear more flexible and demonstrates your Website is up-to-date with the latest facilities. However, there are also other reasons why sending or receiving files via Email is, perhaps, not the best way;

  • Perhaps the file size is to big, resulting in email issues for the recipient when receiving your email.
  • Clients claim they never received your previous file, meaning you have to resend it.
  • The client sent you a file and you have mislaid it, which can be a little embarrassing.
  • You want to have more control over files that are sent out i.e. date stamping to show files in chronological order, to help differentiate the latest version of the file.
  • You want you and your client, to have the same view of uploaded files.
  • You want any comments made about a file, stored with the file and in chronological order.

Please click here for full details on our Document Potal / Website File Share Systemcik dfgdf

Picture of Author: Brian Stanic

Author: Brian Stanic

I am the Founder and a Director of The Holt Partnership, working for many years in the Accountancy Industry in both Practice and as a Financial Controller, before moving into negotiation based sales, selling mid-range Business Systems, before progressing and selling multi-million pound Bank and Securities Reconciliation systems to the Commercial & Investment Banking sectors.

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