File & Document Sharing Portal

Securely storing, sending and sharing files has never been easier.

Upload, done! Download, check! Using a client portal to exchange files gives you mission specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your company & brand integrity.

Manage your business like a pro with SuiteDash, the All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your customers.

Replaces…

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File & Document Transfer

Frustrated with email attachment size limits? SuiteDash streamlines file sharing! Send any size document securely through your branded client portal. No logins required for recipients, making it perfect for even your tech-challenged clients.

Securely deliver large files to anyone without requiring your recipients to log in

Password protect the delivery, set an expiration, or limit the number of downloads

Use the portal to bypass size limitations associated with sending documents via email

Easily send large files to non-techy clients or customers with an easy-to-use interface

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Highly-Organized File Structure

Each client gets their own space, with sub-folders for each project and task. Further customize the structure with your own folders for maximum efficiency. Need to share a bunch of files? Download entire folders as a ZIP for a streamlined experience.

Each Client is given a dedicated Sharing Folder, and can have as many as needed

Each Project has its own dedicated Sharing Folder, with a sub folder for each Task

You can create your own sub-folder structure and can customize for each Client

Set notifications so that your Client is notified whenever you share a folder

You can download all files & documents in a folder packaged into a ZIP file

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Powerful Shared Folders

Simplify collaboration with SuiteDash’s Shared Folders! Everyone receives automatic notifications when added or when new files arrive. Automate client access with Circles, and enjoy built-in file previews for PDFs, images, and videos.

Use Shared Folders to allow multiple Clients/Circles or Staff/Teams to access a folder

Members in a Shared Folder receive an email notification when they are first added to the folder, and each time there is a new upload to the folder

Automate the addition or removal of Clients to or from Shared Folders with the use of Circles

PDFs, images, and videos can be previewed directly in the browser, and everything can be downloaded from the Portal

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Convenient File Request Feature

Easiest method ever to get files from your Clients. Simply send a hassle-free link via email, specifying the folder for uploaded files. Clients don’t need to log in, making it quick and easy for them to deliver what you need, and you are notified when files are uploaded.

You initiate the request, and the Client receives a hassle-free link via email

You can pre-assign which folder the requested info will be uploaded to

Clients don’t need to be logged in to upload the requested information

When the File Request is fulfilled you are notified by email

You can add a deadline to the Request if needed for your services

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Folder Structure Generators

Create pre-defined folder structures for different client types, staff needs, or project categories. These customizable Generators can include unlimited folders and files, automatically populating the perfect structure for every new CRM contact, staff member, or project.

Automatically set a pre-defined folder structure for a specific type of Client, Staff or Project

Folder Generators can be comprised of unlimited Folders and Files

Select the appropriate Folder Generator and that structure (both folders & files) will be automatically generated for the created CRM Target, Staff Target or Project

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Simple File Versioning

Upload new versions with ease, and access or revert to previous iterations with a single click. Each version is conveniently time-stamped for easy reference, and all versions can be downloaded as a ZIP file for maximum flexibility.

Easily upload new versions of a document or Client File with a log of versions

Previous versions can be accessed in a click and/or reverted to if needed

Each version is time stamped and organized by date

All versions can be downloaded in one action as a ZIP file

Versioning gives you and the end user the safety of never losing work again

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No Limit to File Size or Type

Ditch file size anxiety forever! SuiteDash lets you upload massive files (tested beyond 2GB) in one shot. Plus, you can restrict specific file types if needed. SuiteDash keeps your file sharing smooth and secure, no matter the size or format.

HUGE Files can be transferred at once, tested with files over 2GB

Chunked File Uploading allows the transfer of huge files with no size limit

Use a proprietary file type? No problem, just add the extension

You can limit or disallow the uploading of specific file types

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Download Folder as ZIP File

Pre-load folders with all the necessary files for your clients or prospects. Grant access and they can download the entire organized structure as a single ZIP file. No more hunting for individual files – SuiteDash ensures everything arrives neatly packaged and ready to use!

You can pre-create Folders with entire file repositories inside

Just by granting permissions, a Prospect or Client can easily access and download the entire folder as a ZIP file

Folder structure is maintained and replicated in ZIP file

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I love being able to have one hub for taking care of planning, scheduling, communicating, billing, marketing, etc., instead of several disparate solutions that don’t ‘talk’ to each other. With SuiteDash, I spend less time managing and more time doing.

~ Ken I. via Capterra

Consolidate your processes & save BIG on software costs

SuiteDash is the ultimate All-in-One Business Software multi-tool, perfect for small to medium-sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform 😎 Say goodbye to expensive & inefficient jumbles of “one-trick pony” software.

Automated CRM

Onboarding

Client Portal

EXTREME White Label

Digital Marketing

Appointment Scheduling

Digital Dynamic Proposals

Billing + Packages

Contracts & eSignature

Project & Task Management

Payments + Subscriptions

File Exchange

Learning Management (LMS)

Support Tickets

Interactive Community

Secure Messaging