Client Portal Software for Virtual Assistants

A Client Portal empowers Virtual Assistants to service their Clients

Virtual Assistants are generally very talented people who bring a winning combination of creativity, talent, flexibility and professionalism to the projects that they are involved in. However, their creative skills can become stifled if things do not flow.

Client Portal benefits

Without a proper Client Portal to efficiently manage communication and file sharing, many a project has been stopped in its tracks due to the inevitable breakdowns in communication that were caused by the lack of a cross-platform communication orientated portal, that would permit an easy flow of information between all the parties involved in the project.

Virtual Assistants are perfectly suited to take advantage of client portal software as the field is by definition a distributed work model.

Exchanging Files / Document Management

It often happens that during the course of a virtual assistant’s daily work, that they are in need of transferring or sharing files with their clients or with colleagues of their clients. In these cases, email is often not the best solution because the attachments are in many cases bigger than what is allowed by a typical email client.

Additionally, those in corporate environments and clients who are tech-savvy have heard, and are heeding the advice of experts when emails with attachments land in their inbox. Because of this, work is streamlined and trust is facilitated by the use of a client portal that enables file and document exchange.

SuiteDash enables the virtual assistant to request files, share files, create a document repository for each client, and provide each client with a login where those files can be securely and privately accessed.

100% White Label lets you promote YOUR brand!

When you ask your clients to create an account and login to a software platform that is obviously not YOU, you then introduce an element of mistrust and apprehension. SuiteDash give you the ability to completely “White Label” brand the environment (from the login page, to the email notifications, to the logged-in environment) in a way that the client will never know or even think about the source of the software. All they will know when they are using your White Label Branded Client Portal is how impressed they are with how professional you look, and how secure they feel when they login to your portal.

Your clients will feel right at home in your professional & secure Branded Client Portal

Create your White Label Branded Client Portal, and give your clients a seamless experience that compliments your branding.  Using our intuitive logo, color & custom menu options to design a layout that matches your organization’s professional identity.

Capability to create a custom URL

We even provide an automated tool that will allow you to map your own domain name to your Portal so that even the SuiteDash URL will be replaced with yours. Notice in this example that even the Title tag and the Favicon have been customized, and this is easily done using the SuiteDash interface. See an EXAMPLE HERE. This level of White Label Customization is unparalleled in the software world, and gives your Client’s a truly authentic and secure experience as they interact with your brand.

Fully Customizable Email Notifications

Creating branded emails has never been easier. Quickly add your company’s logo, change the layout to your colors and even add your social media profiles. You can continue the branding throughout the layout and design of the email notifications with the subject line, body text, and footer along with being able to change your ‘From’ name and ‘From’ email to better fit your company.