Secure Client Access

Clients can access their data securely when and where they want to.

Your clients are becoming more and more technically saavy. Gone are the days where they want to drive to the office to pick up their documents upon completion of a project. With our Secure Client Access feature, they can upload their documents directly into Firm360 saving you time and effort. When the project is complete, the final documents are available to the client, and they can securely retrieve them without any extra work from your staff.


Here are a few of the benefits of our Secure Client Access features.

Give your clients unprecedented access to their information. Contact us today to learn how we can help.

Book Demo