File Sharing Portal
For Accountants

Our file sharing portal for accountants helps your practice work more efficiently by allowing you and your clients to exchange files and comments directly through your website, with automatic email notifications to keep everyone informed.

Only

£395 + VAT

One-off cost

FREE Implementation

free implementation

Integrates With Any Website

Our File Share Portal integrates seamlessly with any Website and the great news is, we implement it for you, free of charge.

The fully automated system, notifies both you and clients, when a file has been uploaded, to either view, download or comment on. All files and comments are kept in chronological order, making it easy to identify the latest draft or final document.

Rated 5 out of 5

How a File Sharing Portal

Benefits Your Accountancy Practice

It is the professional approach for sending and receiving files.
Gives greater control over sharing files or documents.
Speeds up the process of signing-off documents.
Eliminates bounced emails, due to file sizes being too large.
Gives you and clients a shared view of uploads and downloads.
Greatly enhances the visitor's perception of your customer service facilities.
Cost is no longer a prohibitive factor.
Makes your Website work much harder for you.

demonstrations

Client & Administration Interfaces

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Get up-and-running in days

Impress Clients & Visitors With Your Very Own File Sharing Portal

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features

Making Your Website A Proactive Business Tool

Seamless integration with your website
45 minute learning curve
Unlimited telephone training
Mobile friendly, auto responsive
10Gb of storage (if on our Servers)
Both you and clients can add comments to files

All files and comments, date stamped
Attach files to more than one client
Automatic email notifications of file uploads or new comments
Unlimited client and User accounts
Quick Dashboard file/client status
Easy download of uploaded files

FREE implementation service
24/7 access to your own Administration Panel
View files and comments by client
Clients login directly from your website
Facility to change text in automatic emails
Easily back-up your database

quick answers to

Frequently Asked Questions

Most leading Hosting Suppliers in the UK include all the latest software on their Servers to enable our Document Portal to run.

Since it is a database solution, it will require a MySQL database, running on a Linux Server (most websites run on the Linux platform). Most Hosting providers include at least two MySQL databases, as standard.

If they don’t offer this basic facility, then perhaps it is a good time to change supplier. If you would like to move your Hosting to us, then please complete the Contact Form at the bottom of this page and we will be glad to help you. We offer a first class Hosting & Email service for as little as £78 + VAT per year. This also includes a FREE SSL facility, amongst a host of other desirable features.

No, there is no software to download onto your local PC. Everything is handled by your Website.

The easiest approach for you, is to put us in touch with your existing Web Designer, assuming they are responsible for your Website and Hosting.

If you have made your own Hosting requirements, then you can simply put us in touch with your current Hosting suppler. Typically, we would require access to your Hosting account, allowing us to create a new database and upload files.

If you would rather not give access to your Hosting Admin Panel, then we would require;

FTP details for your Server, to allow us to upload the files.
Host, Username and Password for your MySQL database
For you to add a simple snippet of code to the web page, displaying the Login Form for your clients.

You can either pay online by clicking any of the Order links on this page, or you can contact us and we can process your order manually.

When you pay online, you can either pay by Credit/Debit Card or by Electronic Bank Transfer.

If paying by Credit/Debit Card, after creating an Account, you will be transferred to our Payment Processor, Paypal, to make the payment.

Once we receive your Order and assuming we have not already spoken with each other, your order will be passed to your Dedicated Account Manager. They will contact you within four hours (usually quicker), to discuss the installation and suggest the best way to proceed.

Typically, many clients prefer to contact us and discuss their requirements before ordering, in which case, we would normally process the order manually and take payment via Bank Transfer.

How quick your Client Document Portal goes live, depends on how soon we can get all the neccessary information. It can be up and running within a matter of days.