Client Portal to securely SEND & RECEIVE documents | Voters

Client Portal to securely SEND & RECEIVE documents

in progress

Dietrich Von Zittwitz

It would be beneficial for Sub-Accounts to have a client portal that is able to securely Send and Receive documents and files. 
This can also be another profit center. The idea here would be to include an amount of “base” storage and have an upgrade available for more storage space if needed.
The type of service to model could be from one of these websites: 
https://www.sync.com/cloud-storage-for-financial-advisors/
https://www.filecloud.com/secure-file-sharing-for-accountants/
https://www.onehub.com/
Use Cases:
I have accountants and financial advisors that need to get files from their clients. Their clients do not feel comfortable using dropbox, google drive, or onedrive.
Types of files are typically: personal documents, bank statements, tax returns, account statements, etc.
Other markets that could have a use for this with similar types of files:
Attorney, Healthcare, real estate agents, mortgage brokers, title companies, business to business file transfers (larger files), Financial services (CPA, Bookkeeping, Financial Advisors)
Based on the sample companies I provided I believe this would be a great addition to the software and potentially an additional profit center for all.

January 4, 2024

Deep Shah

When it will be released?

Deep Shah

When it'll be released?

Jeff Meziere

Can’t wait for this…

Deep Shah

Shivani Gera Any update on release of this feature?

Deep Shah

Hi Shivani Gera Shivam HighLevel, can you please tell when this feature will be released?

Born To Be Wealthy

Shivani Gera Hi there, just wondering about this release since you mentioned it would be early Q4, just want to make sure it will surely be Q4 I have a few accountants sitting on the edge of their seats waiting on this. Thank Shivani, looking forward to your response.

Deep Shah

Shivani Gera Hey we are here in mid of Q4, any update when it'll be releasing?

David Markey

Would be awesome to have a "project tracker" as well as this in one tool. So my clients can see deliverables and share documents back and forth.

Chris Eder

Any idea on an estimated release for this Shivani Gera

Shivani Gera

Hey Chris Eder

We are targeting early Q4

Joyce Burke

Shivani Gera Do you know if it will be a paid feature? Could you please share a bit more about how you envision it working? Thank you.

Caleb Christopher

I'd love to be able to still use GDrive etc and just use GHL as a front-end that just catalogs files that are ACTUALLY stored in GDrive... Many of us businesses still use that as the primary unified storage, because having different places to store stuff means we have multiple versions floating around, and that's an opportunity for mistakes to happen.

Google Drive, OneDrive, and Dropbox are very secure, but people tend to believe they have the feel of "consumer" and not "business professional security".

Jay Martin

Caleb Christopher this would be great or for GHL to have their own native storage but allow us to link to Google drive, one drive or Dropbox if preferred

→