Professional Portal Welcome Overview - 12 minutes

Lee Reams -

ClientWhys Portal keeps everything together in one secure place.

No matter how many clients you have or how many team members are working on a project, ClientWhys keeps everything organized. Whether you have one engagement with clients or many, you can organize each project within its own conversation, sharing documents, providing guidance, and managing tasks. When a conversation is closed, you can easily archive if you ever need to access it again.

ClientWhys uses the same SSL technology to secure documents as online banks. Our drag-and-drop feature easily allows you to upload multiple documents at one time. Better yet, you can download all files in a conversation at one time. Eliminate the panicked client requests for tax return copies after hours. No file size limits. No stress.

 

Welcome Portal Overview from Lee Reams on Vimeo.

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