Privacy and Security for your clients
Our encrypted portals provide your clients with a secure and private space to message, share documents, have conversations or sign documents - And they make you and your team more productive
Upload from Clients securely
Clients can upload and share documents and messages with your team securely - No need to use insecure email.
CPA - Securing client communications
Security & privacy for your clients - And productivity for your team
CPAs are constantly dealing with sensitive client documents and discussions, and keeping everything secure and private is crucial to both the business and the client. From uploading account balances,share, to identity documents and sharing back completed tax returns, the volume of sensitive data can be overwhelming.
Our Secure Portals provide a great solution for our CPA clients - They are a secure and private space to share, upload and discuss client financial plans, complete tax returns and provide investment advice for clients. They are secure and encrypted by default so you or your client never has to choose to encrypt and have some of the best security available.
Portals are the place to discuss, share and provide advice to your clients, knowing it is always secure and private
Enterprise security for SME prices
The small and medium sized CPAs can sometimes struggle with cyber security and securing client data - Our platform brings some of the best in enterprise security and makes it available to the SMB - And
A single place for all client discussions and updates
Start a conversation with a client, get their feedback or request a document - All in a a single secure location and without the need to use insecure email.
And because all discussions are in one location it makes compliance and review simple.
Request account balances, income statements and other sensitive documents
Your clients can upload sensitive documents via a portal - Drag and drop any document into the Portal or a specific conversation and we encrypt and share. It means your clients documents are always secure and private, even from us.
Request a sign off or signature
Request a sign off or e-signature on a tax or other document - Just choose any discussion, task or document and request a sign off. We will ask your client to accept and record their signature using any touch device.
And we keep your discussions, documents and e-signatures in the one location for simple compliance and management
Manage all your client activity with our task manager
Every client portal has a built in task manager so you can take any discussion and turn into a task with a due date, assign to a team, priority and more. You can track these tasks from your dashboard and get a complete overview of all your portal activity.
Access a Portal 24/7
With Portals your client has a Pin/Password to the entire Portal and not just a specific document. This allows your client t connect and access their portal 24/7, from anywhere.
No need for your client to request a new link and wait for your team to send it.
Quick access to any document shared or uploaded
Unlike an email Inbox where all conversation and documents are contained in a single Inbox, with Dropvault each portal is specific to a client - This makes it simple to quickly find any document share or uploaded.
Discuss your client tax and other financial affairs with privacy
Need to have a sensitive discussion with your client? Our Portals are conversational so you can start a conversation, share updates and documents or ask questions all without ever having to use email. Think of a Portal as a dedicated Inbox for each client which makes finding and managing your client conversations simple.
And because we have encryption by default neither you or your client need to choose to encrypt.
Upload identity and other sensitive documents in their portal
Your clients can upload sensitive documents via a portal - Drag and drop any document into the Portal or a specific conversation and we encrypt and share. It means your clients documents are always secure and private, even from us.
E-Signatures
Request a sign off or e-signature from your clients - Just choose any discussion, task or document and request a sign off. We will ask your client to accept and record their signature using any touch device.
No more having to use a second app to manage your sign offs and everything it stored securely in your client portal for privacy.
Manage all your client activity with our task manager
Every client portal has a built in task manager so you can take any discussion and turn into a task with a due date, assign to a team, priority and more. You can track these tasks from your dashboard and get a complete overview of all your portal activity.
Access a Portal 24/7
With Portals your client has a Pin/Password to the entire Portal and not just a specific document. This allows your client t connect and access their portal 24/7, from anywhere.
No need for your client to request a new link and wait for your team to send it.
Sharing is simple, but powerful and secure
We've made is simple to share anything with anyone. Just create a new conversation or reply to an existing thread, add your reply, drop in any documents and save.
Everything you add or send, and anything your team or customers add is automatically secured to protect it.
DropVault is so secure that even DropVault staff and engineers can not access or view your data.
Secure Spaces
You can choose to encrypt any Meeting Space by adding an encryption key and a password. Once encrypted your messages and any documents are encrypted and secure from any 3rd party, including Apptimi!
Once encryption is enabled you can share the password with your team or customer so that they can have access to any conversations in the Space.
Use encrypted Spaces for confidential client communications , for secure projects and discussions or HR Reviews and feedback.