5 Ways a Client Portal Saves You Time

As we head into 2021, many businesses are looking at ways to streamline their workflow and become more efficient. An often overlooked feature, the client portal, can be key in saving you time (and money). By cutting out paper and using a client portal to enhance your workflow, you can remove some of the tedious tasks that suck up your time.

Here are 5 ways a client portal can save you time this year;

1. Access files anytime, anywhere.

A client portal allows you, your staff and your clients to access important documents at any time, regardless of where you are. Don’t lose valuable time because a file exists on one machine that might be temporarily inaccessible, or even worse, lost or stolen.

2. Never lose an email or file.

Searching for a file or communication in your inbox can be time consuming and frustrating. Emails are often deleted, stored in the wrong folder, or accidentally redirected to spam. A client portal allows both you and your clients to send, receive, and access documents from one, easy-to-view location – saving you time and headaches.

3. Back up files with version history.

Document version history provides a backup of your files in case of deletion or errors in recent versions, allowing you to easily revert to an older version. Avoid hunting for an old version or requesting a copy from your client.

4. Sign documents instantly.

If your client portal has an eSignature integration, you can request clients sign documents quickly, easily and on any device via the portal. No longer do you need to spend hours or even days printing, scanning, or mailing documents. Built-in tracking lets you see who has opened or signed a document, so you can easily view any bottlenecks in the workflow.

5. Automate notifications.

If you turn on notifications, you and your clients will know immediately when a file is uploaded, downloaded, or signed. You and your staff are alerted when you have the information you need to begin work for a client, and clients enjoy instant access to their documents when you’re finished.

If you want to know more about what a client portal is and how it can benefit your business, download The Ultimate Guide to a Client Portal here.

To book a demo of SmartVault, click here.

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