Secure document portal for professional services

Stop emailing sensitive documents. Give your clients a secure portal

Upload documents, notify clients instantly, and track every download — all under your own brand. Built for accountants, lawyers, consultants, and any firm that shares documents with clients.

yourfirm.clientdocs.co.za
JM
PDF
Annual Tax Return — Final.pdf
Uploaded 2 min ago · 1.4 MB
New
XLS
Financial Statements 2025.xlsx
12 Jan 2026 · 846 KB
DOC
Service Agreement.docx
8 Jan 2026 · 220 KB
New document uploaded Client notified via email

Trusted by professionals across industries

Accountants Attorneys Financial Advisors Consultants Insurance Brokers Architects Medical Practitioners Estate Agents
Everything your firm needs to share documents securely
Replace email attachments with a branded portal that your clients will love.

Upload & Organise

Upload documents to custom categories. Tax returns, contracts, reports — organised however your firm works.

Instant Notifications

Clients receive an email the moment you upload a document. No more "did you get my email?" follow-ups.

Roles & Permissions

Admin, staff, and client access levels. Control exactly who can upload, view, and manage documents.

Complete Audit Trail

Know exactly who uploaded, viewed, or downloaded every document. Essential for compliance and peace of mind.

Your Brand, Your Portal

Your logo, your colours, your subdomain. Clients see your firm — not ours. Fully white-labelled experience.

Mobile Friendly

Clients can view and share documents from their phone — via WhatsApp, email, or any other app.

Up and running in minutes
We set up your branded portal, you start uploading. It's that simple.
1

We Create Your Portal

Your branded subdomain goes live with your logo, colours, and custom document categories.

2

Add Your Clients

Create client accounts and assign them to your staff. Clients receive a welcome email with secure login details.

3

Upload & Notify

Upload documents — clients get notified instantly and can download from their secure portal anytime.

Built for sensitive documents
Whether you handle financial records, legal files, or medical reports — your clients' data is protected.

Encrypted Storage

Documents stored securely outside the public web, accessible only through authenticated sessions.

POPIA Compliant

Built with South African data protection requirements in mind. Data retention policies and right-to-deletion included.

Full Audit Trail

Every upload, download, and view is logged with timestamps and IP addresses for complete accountability.

Tenant Isolation

Each firm's data is completely separated. Your clients can never see another firm's information.