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What is PortalsXpress?

PortalsXpress provides a reliable solution for securely sharing documents with clients and field offices. Clients can easily access and edit documents in a custom-branded portal designed specifically for your company. With our direct-to-portal PDF printer driver, distributing documents is a breeze; you just print from any application, choose the intended client, and the document becomes available instantly. Our Padlocks offer a practical and intuitive method for maintaining document security. These Padlocks can effectively protect sensitive files that are meant exclusively for your accounting team and CEO. Have you ever found it difficult to track down a specific document? Now, imagine dealing with that challenge on a much larger organizational scale. Our Secure Document Search Engine provides extensive search capabilities across your entire portal, ensuring that documents remain inaccessible unless you have the necessary permissions. By combining Padlocks with secure document search functions, we ensure that sensitive data is shielded while remaining available to those who are authorized. This integrated approach not only bolsters document management but also significantly enhances overall security practices within your organization, allowing for confidence in handling confidential information.

What is Client Portal?

Set yourself apart in the marketplace by providing your clients with a highly efficient and user-friendly client portal. This Client Portal integrates smoothly with WordPress, allowing you to manage client projects without the confusion that often accompanies conventional project management systems. Projects frequently descend into disorder; if you are involved in client work, you undoubtedly understand the hurdles of keeping track of multiple tasks and deliverables. A significant portion of the documents exchanged is typically sent through email, which can easily become buried in the cluttered inboxes of both you and your clients. Whether you need to retrieve a proposal from months past to clarify project details or your client is on the hunt for a Google document containing an important draft, such scenarios can lead to unnecessary frustration. The Client Portal is an uncomplicated, lightweight WordPress plugin that can be swiftly integrated into your site, offering clients a systematic way to monitor project developments and access essential files whenever they need them. Say farewell to repetitive requests like "Could you resend our logo? I can't find it!" as this innovative solution guarantees that everything is precisely where it belongs. By elevating your clients' experience, you'll not only improve communication but also boost overall satisfaction, ultimately strengthening your professional relationships. In a competitive landscape, a well-organized portal can be the key differentiator that enhances your service offerings.

Media

Media

Integrations Supported

Datto RMM
IRSLogics
WordPress

Integrations Supported

Datto RMM
IRSLogics
WordPress

API Availability

Has API

API Availability

Has API

Pricing Information

$311.40 per year
Free Trial Offered?
Free Version

Pricing Information

$199 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PortalsXpress

Date Founded

2011

Company Location

United States

Company Website

www.portalsxpress.com

Company Facts

Organization Name

Client Portal

Company Location

United Kingdom

Company Website

client-portal.io

Categories and Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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