Most client portals are complex and expensive. Ours is simple and affordable

FileCenter Portal is the most intuitive and affordable client portal for small offices. It lets you easily and securely request or share files with anyone--clients, customers, vendors, employees. The process is no harder than sending an email. You can also brand the Portal with your logo and color scheme.

Plus, it seamlessly integrates with our FileCenter document management program, so you can access it while working on your documents or in your web browser.

"Your client portal has changed the way we work with our clients, for the better! Now clients upload all of their confidential documents to us before we ever sit down for a consultation. And when we're ready to send them documents for review, it's a quick upload instead of a tedious process of printing, addressing, and mailing. Needless to say, the Portal is our new FedEx! Congrats on a simple, effective solution." – J. W., Seattle, WA

Client portal benefits for small businesses

When it comes to sharing confidential documents, email just won't do. So most small offices are turning to a secure client portal that will safely exchange files with only the intended recipients. Documents are the life-blood of business, so keep yours safe from prying eyes. With the FileCenter Portal, you can have the peace of knowing that your client's sensitive information remains between you and them.

file sharing

A safer way to share files

Did you know that email has no security layers? None. Zilch. Zip. This means that hackers can peek at your email while it's in transit anywhere along the Information Superhighway. So if you're still using email to send sensitive documents, you'd better rethink your practices. The FileCenter Portal keeps these private documents fully locked down during the whole journey. It's an armored delivery truck for your confidential papers.

upload or download

Exchange files in both directions

The FileCenter Portal isn't a one-way street. It works in two directions. Not only can you share documents with your clients, customers, or patients, they can share their documents with you. It is a perfect way for your clients to securely send you their sensitive financial documents, health records, contracts, deeds, etc. It allows you to be the service provider who cares about your clients' privacy.

delete files

Freedom to change your mind or expire shares

Have you ever emailed a sensitive document to the wrong person? Or sent the wrong document by mistake? Or just flat out changed your mind? With email, once you click Send, there's no going back. But with the FileCenter Portal, you're free to change your mind. So long as the other party hasn't downloaded the document yet, you can pull the plug. You can also set an expiration date on a folder of shared files.

unlimited guests

Unlimited guest access

Many of the popular client portals on the market restrict the number of people with whom you can share files. Or they will charge more for guest access beyond a certain unreasonable number. Not the FileCenter Portal. We don't believe in guest limits. You will get unlimited guest access. This means you can share your files with as many people as you want.

personalize with branding

Customize the look and feel of your client portal

Your file sharing portal represents your business. That's why the FileCenter Portal lets you personalize its branding. Proudly display your company's logo and even customize the web address your clients will use to get to the site. When users come to the portal to access their files, they'll feel the security of knowing that they can trust the source.

web interface

Anywhere access

An easy-to-use web interface means that you can share files from any place where you can get on the Internet. And the FileCenter Client Portal makes it just as easy for the other party to reach the shared files, regardless of what kind of screen they're looking at – desktop, laptop, tablet, or phone.

"If there are two applications that should be joined at the hip, it is the document management system and the client portal. The nature of the deep relationship between the two is undeniable." – CPA Practice Advisor

Client portal seamlessly integrated into FileCenter DMS

A good client portal is made even better when it is integrated into the software used to manage your documents. Lucky for you we have tightly integrated the Portal into our award winning FileCenter document management system. So if you are not yet using our FileCenter DMS, you'll want to consider making that switch too so that your Portal experience is even more efficient and rewarding. With this integration, sharing your documents is no more than one or two clicks of the mouse.

the Portal in FileCenter

Tightly integrated, easy-to-use interface

The first thing that you will notice about the Portal within FileCenter is that it is seamlessly integrates into the rest of the program as just another tab along the main ribbon bar. No more switching between separate programs which is always a pain. Now you can go quickly back and forth between the Portal and the rest of your FileCenter files and editing tools by just clicking on the appropriate tab.

download files in FileCenter

Upload and download files with one click

The first step in sharing files with a client portal is getting the files into the portal. And having the Portal integrated into FileCenter makes this process a snap. After you have identified the file you want to share, just click a single button and it is on its way to the Portal. Uploading and downloading files from the Portal is so easy even our fathers can do it.

easy sharing in FileCenter

Share files fast and easy

The next step in sharing files is to email your client a share link that will give them access to the shared files. This too is easy. Just select a file or folder to share, and then enter the email address of the person you want to share it with. That's it. The Portal does the rest. Your recipient will receive a special email with a secure access link they can click to preview or securely download the file.

guest admin in FileCenter

Administer shared files and guest access

Some portals make it hard to see and manage the files you have shared and the people you have shared them with. Not anymore. The FileCenter Portal integration gives you a super convenient Guest view that shows you all the people you have shared files with and the files they have access to, all in one glance. This makes it easy to manage all your shared information and guests to whom you've given access to the Portal.

Plan Details

Each portal license gives you:

Users: 1 user
Storage space: 50 GB storage
Guests (the people you're sharing files with): unlimited guests
Price: $99.95/year*

*Special, limited-time offer. Regular price:  $149/year.