Client Portals

Secure, all-in-1 platform to share, sign, and manage documents — streamline transactions and collaborate seamlessly with your clients.

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Client portal software – client list and document management

Simply and Securely Share Documents

Create individual client portals that serve as secure hubs for all your client interactions.

Create individual client portals for secure file storage
Gather information via data collection forms
Send contracts for signing
Broadcast messages to multiple clients simultaneously

Manage portal access and document sharing

Onboarding Workflow Illustration

Streamline New Customer Onboarding

Automate your entire client onboarding process from first contact to signed contract.

Automate workflows from first contact to signed contract
Customize step-by-step customer journeys
Manage department transitions within portals
Control individual document access permissions

Protect Client Data

Keep your clients' data secure and fulfil your data protection obligations faster with our comprehensive security features.

GDPR-compliant storage
Full audit trails available
Searchable portal system

Security Shield Illustration

Branding Customization Illustration

Extend Unique Customer Experience

Deliver a fully branded experience that reflects your company's identity.

Fully customizable branding (logo, colors, layout)
White-label portal options
Personalized automatic processes
Separate portal groups for different stakeholders

Broadcast Messaging

Communicate with multiple clients at once. Distribute confidential reports and updates efficiently without requiring explicit consent for each message.

Bulk Communication

Send messages to multiple clients simultaneously

Report Distribution

Distribute confidential reports securely

Compliance Ready

No explicit consent required for portal messages

Portals + Task Coordination

Client portals work best when internal and client actions are tracked in one place. That is why MyDocSafe now includes Practice Manager for Accountants.

Use practice management software capabilities like task assignment, deadline alerts, and @mentions while keeping everything connected to each client portal.

Frequently Asked Questions

You can upload a CSV file to create individual cloned portals for each client. This bulk invitation capability allows you to onboard hundreds of clients quickly with personalized portals.

Yes, the message tab enables you to send secure upload links to clients without requiring them to log into the portal. This makes document collection fast and convenient for your clients.

Use the Prospects portal group for quotes, proposals, and checkout workflows. You can create service menus with pricing, integrate Stripe for payments, and automate the entire sales-to-onboarding process.

MyDocSafe portals support Dutch, French, German, Italian, Polish, Portuguese, Spanish, Ukrainian, and UK/US English. Clients can view portals in their preferred language for a localized experience.

Yes, MyDocSafe supports complex scenarios including multi-portal access for single clients and hierarchical access where directors can view employee portals. Multi-stage onboarding with triggered notifications is also supported.

Ready to Create Your Client Portal?

Join thousands of businesses using MyDocSafe to streamline client collaboration and document management.

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