How to share client files securely
Each and every client in your care trusts you to handle their private information. It’s a weighty responsibility that’s only added to by the number of files being sent across your client base.
To effectively manage the tonnes of sensitive documents your business receives, you need to be able to securely and conveniently share files.
For the first consideration, security, you should be looking for ways to limit access points to client information and verify approved users. For convenience, think about the user experience of viewing & uploading files as well as how you’ll standardise file sharing moving forward. To strike a perfect balance between the two, we’d suggest investing in a client portal.
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