December 10, 20236 min read

Why You Need Secure Client Document Upload Portal Software

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That Google Drive link with "anyone can view" permissions you sent a client? It's a security breach waiting to happen. In today's world, how you handle client data is a direct reflection of your professionalism. Relying on insecure, consumer-grade tools is not just risky; it's bad for business.

The Dangers of Emailing Client Documents

Email is like a postcard, not a locked safe. Attachments can be intercepted, they sit in inboxes unencrypted for years, and they get lost in endless threads. Using email for sensitive documents is a massive liability that erodes client trust and exposes both of you to unnecessary risk.

Must-Have Features in Secure Document Portals

When looking for secure client document upload portal software, you need to go beyond simple file sharing. Look for these core features:

  • End-to-End Encryption: Ensures data is secure both while being uploaded and while stored on the server.
  • Access Controls: Only you and your client should have access to the project files. No public links.
  • Centralized Storage: All files for a specific project are kept in one organized, secure place—not scattered across different services.
  • Audit Trail: The ability to see who uploaded what and when, providing a clear history of all interactions.

Cliently is built on Google's secure infrastructure, providing a robust and reliable foundation for your client data. It's designed to give you peace of mind and show your clients that you take their security as seriously as they do.

M

Mike R.

Brand Strategist