Typical features
- Passwordless login, two-factor authentication or Microsoft 365 and Google single sign-on.
- Document sharing with permissions by client, team or role.
- Secure file uploads, with e-signature for engagement letters and contracts.
- Invoices and payment history pulled from your accounting system.
- Messages, notifications and activity history.
- Member directories, gated content and community areas.
Scoped individually
Portals handle personal and business data, so we scope each one carefully before quoting. That includes a data protection review, how access is granted and removed, where data is stored and how it is backed up. Your portal is built so you remain in control of your data under UK GDPR.