The Digital Safety Deposit box is ultra-secure and mobile. Built as a responsive HTML website, it is multi-browser compatible and works with any platform and device - from desktop down to tablet and handheld smartphones. Mac, Windows, iOS, or Android. And you do not have to download and instal an app.
Don't waste time or risk the exposure of your client's sensitive data by jumping around from program to program just to transfer documents or collaborate on projects. Your Client Portal allows you to engage with your clients all from a secure single location. Easily store documents or share sensitive files and reports with your clients' in only a few clicks.
Your Client Portal has you covered, just one click and privately message your clients without worrying about the fear of eavesdropping.
Our audit trails and version control give you a comprehensive history of interactions in the Client Portal including who viewed, commented, downloaded, uploaded, revised, shared, or moved it and when!
You can also set specific user permissions with expiration dates to ensure that only the right people are accessing what, when and how they are authorized by you.
Eliminate third party installations such as slow VPN and FTP services. Login to your Client Portal anywhere through easy to use web interface from your computer, tablet or phone and be working in seconds. CertainSafe ensures to both you and your client that the necessary steps have been taken to work with a level of data security never before possible.