The ShareVantage Introduces www.FreeClientPortals.com
Oct. 22, 2008
GREELEY, CO (October 2008) – The ShareVantage, a leading developer of
paperless office solutions, has released www.FreeClientPortals.com
– a free client portal service that accounting professionals can use to
securely exchange confidential files with their clients online.
The solution helps practitioners comply with encryption requirements mandated
by privacy regulations and services clients 24/7 using private websites, according
to company president and CEO David Selden.
“Online security is a top concern for accountants,” said Selden
in announcing the new offering. “But it’s a daunting task for practitioners
to address all of the online security issues while also responding to client
requests for electronic copies of confidential files, such as tax returns and
financial statements. Federal and state authorities are motivated to protect
consumer information and accountants have security compliance risks, too. What’s
more, many of the available security solutions are inadequate or cumbersome
to operate. We recognized a need to help accountants supplement their websites
with client portals for secure file exchange.”
The secure client portals are powered by The ShareVantage paperless office
solution developed by The ShareVantage. The solution features a contact manager
with a Private Client Site folder for each client that manages client portal
files, Selden said. The user simply inserts files and folders into the Private
Client Site and the client has secure access to private documents using a browser.
File transfers are protected by privacy-compliant, 128-bit SSL encryption and
all authentication processes, including member names and passwords, are managed
by the solution automatically.
“Because we’ve serviced the accounting profession for more than
20 years, we also recognized the value of the client relationship and importance
of security to the firm. That’s why our solution is hosted by a SAS 70
Type 2 audited data center and our perimeter server security is audited and
certified daily by an industry-leading security authority,” said Selden.
“We’ve also placed special emphasis on solution security by including
file access logs, security padlocks, and security reports. Our portals will
even send you email alerts when clients upload or download files in their portals,”
he continued.
The ShareVantage was also motivated to provide accountants with a solution
that delivers online services for reducing client service loads. “Clients
frequently request that confidential files be sent to banks or lenders. Client
portals allow clients to retrieve PDF files and securely exchange large files,
such as bookkeeping files, anytime,” Selden stated. “More than 35%
of client portal activity occurs after business hours, weekends, and holidays.
Many firms spend non-billable time fulfilling requests for documents. On-demand
services using client portals help reduce non-billable time and improve firm
profitability,” he said.
Accountants can sign-up for Free Client Portals by going to The ShareVantage’s
www.FreeClientPortals.com website. In only five minutes, a new ShareVantage
account can be created, installed, and operational for sharing files securely
online. The free account is limited, but can be upgraded at anytime to include
additional storage or users for an additional fee. The free account features
unlimited client portals restricted only by available storage.
The ShareVantage has been at the forefront of client portal and paperless
office solutions since 2003. They service a diverse range of industries, including
accounting, financial services, legal, insurance, consulting, software, small
business, non-profit and more.
For more information about The ShareVantage, call 1-800-288-9169 or visit: