Secure File Sharing Portal

Highly organized File Structure

Each Client has a Dedicated Sharing Folder

Each Project has its own Dedicated Sharing Folder

You can create your own sub-folder structure

Client is notified whenever you share a file or folder

Entire folders can be downloaded as ZIP files

Powerful Shared Folders

To share a folder or files with multiple Clients or Circles, use Shared Folders. You can also create shared folders for your Staff and Teams

Members have a shared folder receive an email notification when they are first added to the Shared Folder, and each time a new file is added to the Shared Folder

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

All files can be previewed directly in the browser, or downloaded

Convenient File Request Feature

You initiate the request, and the Client receives an email

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

Clients don’t need to be logged in to upload to the Request

You are notified by email when the File Request is fulfilled

You can add a deadline to the File Request

Folder Structure Profiles

Have you ever wished you could automatically set a pre-defined folder structure for a specific type of Client?

You can pre-define a folder structure that will be automatically generated for each Contact

When you are adding new Contacts, simply select the appropriate Folder Profile, and that structure (both folders & files) will be automatically generated for the created Contact.

* THRIVE & PINNACLE Plans only

Simple File Versioning

Easily upload new versions of a Shared File or Client File

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

Each version is time stamped & organized by date

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

Versioning gives you the safety of never losing work again

No Limit to File size or type

HUGE Files can be transferred. Tested with files over 2GB

Chunked File Uploading allows the transfer of huge files

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

You can limit / disallow the uploading of specific file types


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

Client Portal Software Integrations

Award Winning Software