Secure, Online, Document Storage For Your Clients.

Easily upload and manage important documents with your clients, using our simple and secure online storage solution.

Helping you to collaborate with your clients, from anywhere, at any time. Upload documents, request approval and much more.

View Pricing

Document Portal Features


Secure File Sharing

Secure storage of your clients documents with password protection and daily backups.

Digital Signatures

Request a document to be digitally signed by the recipient.

Full Support Included

Great support included in all of our monthly plans by our friendly, knowledgable support staff.

Unlimited Clients

With all of our plans, you are not limited to the amount of clients you can create.

Drag & Drop Uploads

Simple drag and drop file uploads, make adding files to your clients folders as simple as possible.

Folder Structures, Your Way

Create your own folder structure to suit the way you work.

More Document Portal Features


Custom Branding

Add your own logo and colour scheme to make the portal fit in with your company branding.

Recycle Bin & File Archive

Securely store files in the archive to reduce clutter on screen or add them to the recycle bin for deletion.

Staff Permissions

Fine tune the access each staff member has. Limit which clients they can see and their abilities to view, edit or delete documents.

Unlimited Staff Accounts

Create unlimited staff accounts to allow your employees access to clients data.

Automated Email Alerts

Clients are notified automatically whe new documents are available to view online.

Client Import Functionality

Import clients from other software packages with our simple, step-by-step imprt process (csv imports only).

File Version Control

Keep a complete history of changes made to documents. Easily revert back to a previous version.

Online Form Generator

Create forms for your clients for staff to complete. Use for timesheets or reporting.

Desktop Sync (coming soon)

Upload files directly from your desktop to your client folders on the portal.

Document Portal Pricing


Micro

£ 20 Month
Start Free Trial
  • Unlimited Clients
  • Password Protect Documents
  • Digital Signatures
  • Drag & Drop Uploads
  • Custom Branding
  • Automated Email Alerts
  • 1 GB Storage

Midi

£ 30 Month
Start Free Trial
  • All Micro Features PLUS
  • Unlimited Staff Users
  • Staff Permissions
  • Dropbox Integration
  • 2 GB Storage
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Maxi

£ 50 Month
Start Free Trial
  • All Midi Features PLUS
  • File Version Control
  • Online Form Generator
  • Desktop Sync (coming soon)
  • 5 GB Storage
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All prices exclude UK VAT at 20%