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Easily create secure areas on your website for your clients to view confidential documents in complete confidence, including their financial reports, tax information and BankLink transactions.
Most practices could benefit from having secure areas so we've created the Secure Client Manager which enables you to create individual secure areas for each one of your clients.
Provide greater connectivity with your clients
Imagine providing your clients with a secure area to be able to:
 Reduce administrative costs ...create a shared electronic filing cabinet...tax returns, tax payments, financial accounts, trust documents, and much more!
- Easily collaborate on projects ...view or download documents in a safe and secure environment and fully control who has access to any online document - No more files being cut off or blocked when sending them via email
- Strengthen customer relationships ...give your customers access to information 24/7, anywhere in the world
- Impress and attract new customers with state-of-the-art services ...create privileges for specific visitors, such as entry to a 'members only' area or access to restricted files and price lists.
- Speed up turn around time ...have customers pay their accounts online
- Offer something unique ...your clients can complete their uncoded BankLink transactions on the web using CodeIT
Each one of your customers has an individual area with their own individual information
“The WebPractice Secure Client Manager was a major selling point for us as we can now send and receive all sorts of files from our clients quickly, securely and most importantly – hassle-free! This has saved us and our clients a lot of time and headaches."
Bradley Ross, Coulton Isaac Barber
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