The latest breakthrough in practice management software: A secure client portal your clients will actually use.
You know that sending data through an unsecured email server is dangerous. You know that an encrypted client portal is the best way to keep your firm from becoming next week’s headline. Your firm has tried using client portals in the past, with just one problem: They’re inconvenient to clients. Instead of remembering another set of login credentials, clients instead opt to ignore reminders, and end up missing key deadlines.
ImagineShare lets your clients stay right where they already are.
ImagineShare’s Secure Send email plugin integrates seamlessly with Microsoft Outlook, allowing you and your clients to send emails just as you normally do, just with added bank-level security. Simply upload an email, attach a file, and click “send,” and the message and any attachments will be immediately uploaded to our secure servers and stored 256-bit AES. No remembering, no typing, no problem.
Store as much as you want. Forever.
Okay, maybe “forever” is a bit of exaggeration. But you can store an unlimited amount of files for a yearly retention period of your choice. All uploaded data is saved and backed up in real time, so you’ll never lose crucial documents in a fire, flood, or disgruntled-employee-leaving-with-the-laptop situation.
Keep a paperless paper trail.
Need to know who said what five, ten, or twenty years ago? You’ll have access to every exchange that ever passed between you and your clients. All communications, invoices, and documents are instantly preserved on our encrypted server for future reference.
Access everything on the go.
No desktop computer? No WiFi connection? Left crucial notes at the office? No problem. Our new mobile feature allows you to access your firm’s entire library of information while you’re on the go.
Reduce the client chase.
Stop chasing your clients for forms, receipts, statements, and returns, and let ImagineShare do it for you. Our friendly recurring nudge reminders alert your clients to due dates so you don’t have to.
Put your name on it, not ours.
ImagineShare’s private label customization feature lets you apply your firm’s name, colors, and logo to the interface, so your clients are interacting with your brand, not ours.
Let clients see how they’re doing.
Save time answering phones and streamline your workflow by enabling clients to investigate their project status, invoices, and other key information themselves.
Ready to get started?
We’re delighted you stopped by, and we can’t wait to help you get easy, simple, secure file sharing for your accounting, law, or CPA firm. To learn more about ImagineShare and ImagineTime’s other practice management software features, schedule your free demo with us today.