Features > Client File Portal

Professional client file sharing made easy

Secure client file portal

Deliver the best possible client experience with your very own branded client file portal.

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Secure client file portal

Everything you need to share effectively

Easy uploading

Give your clients the ability to securely send you documents and files of any size, point and click. No additional software, account creation or email attachments required. It's that easy!

Branded with your company logo and colors

Put your company logo on full display and show your clients that they're accessing documents from a trusted source. Leave a lasting impression that sets your business apart.

Password protected secure access

Ensure confidential client data remains safe and secure at all times with password protection, strong encryption and access control features designed to give you total peace of mind.

Instant activity notifications

Get instant email notifications delivered right to your desktop whenever your client files are uploaded, downloaded or viewed. Real time insights allow you to respond faster.

High quality document previews

Built-in document previews make it easy for your clients to view the documents you share instantly, all without the fuss of installing external applications.

Get faster feedback and accelerated approvals

Collect feedback and have quick conversations without switching platforms or sorting through long email chains. Make client communication as easy as possible.

Grow your business with a client file portal

Grow your business with a client file portal

Every interaction you have with your clients leaves a lasting impression. But providing great user experiences when sharing files and collecting documents is not easy when you’re doing it all over email. Luckily, there’s a better way.

Sync’s secure client file portal makes collaborating with clients, customers, and external stakeholders easy, safe, productive, and professional. You can send files, request documents, and engage in conversations—all while staying organized and in control! Your clients will have their own secure and branded place to easily upload and download files. Simply put, it’s the best file sharing solution for you and your clients.

So stop sharing through email and start using your own client file portal. Leave a lasting impression and watch your business grow.

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