Secure Online Document Storage
The most secure online document storage for your business and your clients.
- Take your business paperless. Scanner integrations make digitizing and organizing your business documents easy.
- Streamline your workflow with a centralized and organized document storage solution.
- Automatic data encryption and back-ups allow access to files anywhere and anytime without compromising document security and compliance.
- Share client files securely with your branded client portal.
Branded Secure Client Portal
Customized client portal to securely share client files.
- Your branded client portal gives clients secure access to shared documents and files when they need them.
- Automated alerts let you know when client documents have been uploaded or downloaded.
- Automatic data encryption and back-ups allow access to files anywhere and anytime without compromising document security.
- The client portal is integrated with your secure online document storage solution for easy document management and sharing.
Secure Cloud Based File Sharing
Securely share business and client documents and files online.
- Your documents are always encrypted in transit and at rest. Advanced permission controls ensure only the right people access client documents and files.
- Share files securely with automatic data encryption without compromising document security and compliance.
- Collaboration on shared files is easy with the combination of secure online document storage and client portal.
- Detailed, timestamped document activity reports keep you in compliance with HIPPA, FINRA, GLBA and more.
Secure Online Document Signing
DocuSign integration makes eSigning client documents easy and secure.
- Streamlined document workflow with eSignatures powered by DocuSign
- Quickly deliver secure documents to clients and obtain signatures in a fraction of the time.
- Your clients can securely sign documents from their computer or mobile device.
- DocuSign eSignatures keep your clients in compliance with federal and state regulations.
Work faster and more efficiently
Streamline your workflow with secure document management and file sharing
- Documents can be securely scanned or uploaded from a computer or mobile device
- Automatically file documents to specific folders.
- Quickly deliver secure documents to clients and obtain e-Signatures in a fraction of the time.
- Securely distribute documents and files to all your clients with the click of a button.
What is Secure Cloud Storage?
Cloud storage is the model of secure online document storage in which data is stored in a “cloud” environment. The document storage actually spans across multiple servers in strategic physical locations to provide security and accessibility.