Lockbox Client Portal
Simple. Private. Smart.
The cloud-based Lockbox Client Portal empowers you to safely and privately share confidential documents directly with your clients – right from your company website. Robust document encryption plus user control of access keys means your sensitive files are protected in a tamper-proof package no matter where you send or store them, anywhere in the world, 24 hours a day. Secure online file sharing: easy to implement, easy to use, highly scalable, and completely private.
With Lockbox you can:
Easily share large files
Lockbox is the fastest and most secure way to exchange quarterly compliance statements, annual income reports, tax advice, business financial planning reports, and more.
Ensure the privacy and security of your clients’ sensitive information
Files are encrypted before they are sent or stored. Only you and those you give the keys to can decrypt and access the files.
Meet all your regulatory requirements
Lockbox exceeds current regulatory and legal standards for transmitting confidential documents. No one, not even Lockbox can access your files without being given the access key.
Create a one-to-one communications channel with your clients
Customers gain immediate access to the files they need, where and when they need them.
Enhance your brand awareness
Clients access their files via your company website, providing an opportunity for you to promote new services. You can even brand the link with your own logo, image or icon.
Increase staff productivity
The Lockbox Client Portal and shared Lockbox collaboration workspaces dramatically accelerate document and project completion cycles.
Eliminate the use of expensive delivery services
Lockbox’s low-cost, pay-as-you go, expand-as-you-need cloud pricing delivers an excellent and consistent return on investment.
Gain access to a complete audit trail
You can track who accesses documents, when they are accessed, and if changes are made.
For more information on how Lockbox works with financial services click here.
Our pricing is based on subscriptions which include an allowance for the users (you + your invited users/clients) in your Lockbox community with generous storage and usage quotas. We only count each user once, so you can create as many boxes as necessary to suit your needs.
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