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.

Secure Data

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.

Secure File Sharing FAQs

If you are sharing a document with PII (Personal Identifiable Information -name, address, social security number or other identifying number or code, telephone number, email address, etc.) then that document needs to be secured. It is recommended to use an encryption service, such as ImagineShare, to send these types of documents. If you or the person you’re sending the document to would not want anyone else seeing the email, encrypt it.
Dropbox was originally introduced into the consumer space. College kids would send music and videos over the platform. As more consumers starting using Dropbox, they brought their personal accounts into the workplace. Given that Dropbox is downloaded on individual computers and synced across connected accounts, there are a lot of security flaws when dealing with business information. Dropbox has also had multiple documented data breaches where millions of accounts were compromised. It is recommended to use an encryption service exclusively built for businesses when sending sensitive information.
When using a cloud service to send sensitive information, using a platform that requires users to login or verify their identity is mandatory.
Sending information using methods that require a login or identity verification will provide the most secure way to send files.
File sharing can be safe if the correct precautions are taken. Sending an email with a file attached is not a safe way to send files. There is an entire market of secure file sharing products that allow you to send files securely. Using these file sharing platforms will give you a safe way to optimize your efficiency without compromising security.
Confidential documents need to be sent differently than regular documents. These documents need to be secured with a login, password, or identity verification requirement.
Using a secure client portal or encrypted email platform.
Using a secure client portal or encrypted email platform.
Using a secure client portal or encrypted email platform.
Sending documents internally is just as vulnerable as sending externally. You are still using public email servers to send documents. To ensure those documents are secured properly, use an email encryption or client portal tool to deliver the information.
Make sure your computer is password protected and any sensitive folders should require an additional password to access them. Backup any files you have on your computer using an encrypted cloud service.
Do not use regular email. Make sure you have an encrypted email or client portal platform.
Dropbox encrypts documents when sending, but has trouble with accounts being hacked consistently. Even if the file is sent securely, it can very easily go into the wrong hands because of Dropbox’s consumer environment.
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