Captools/net Documentation

Client Portal Reporting

Client Portal Reporting

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Client Portal Reporting

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In lieu of emailing reports, there are a number of third party hosted solutions available that will allow you to securely deliver reports and other information to your clients via a "client portal".

 

The capability and cost of these third-party client portal solutions can vary widely (due diligence advised), but several are noted below for your consideration :

 

Citrix "Share File" : https://www.sharefile.com/client-portal

 

"Smart Vault" : https://www.smartvault.com/features/client-portal

 

"One Hub" : https://www.onehub.com/solutions/client-portal