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Optional module · CHF 99/year
Modules
Client Portal

Your clients upload. No account. No friction.

One secure link is enough: clients see missing documents and upload them from their phone. You get notified, with no account to create.

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Client file with active portal links
Client file with active portal links
Client view

Your client sees what they provided — and what's missing.

The portal shows a checklist customized per dossier: requested documents, documents already received, and visual progress. The client sends files from their phone — PDF, JPEG, PNG accepted. Each file is automatically verified (ClamAV antivirus).

  • Secure link with configurable expiration (7 to 60 days)
  • Progress bar "4 of 6 documents provided"
  • Automatic antivirus check on each file
Benefits

What you actually gain

No account, no password to manage.

One unique link per dossier, valid 30 days by default, revocable anytime. Your clients access in one click, no signup.

Your clients know exactly what to provide.

Visual checklist of requested vs already provided documents. No more last-minute "I forgot one".

Antivirus scan before intake.

Every file is verified automatically before entering your system. Encrypted upload in transit, dedicated environment per firm.

Features

Everything included

Unique secure link

One encrypted link per dossier, valid 30 days by default, revocable immediately.

Visual checklist

Requested, provided, pending documents. The client sees at a glance what remains.

Automatic file verification

Every file is analyzed automatically on upload. If verification fails, the file is rejected — no exception.

Instant notification

You are alerted the moment a document arrives. The dossier moves forward without chasing on your side.

Complementary modules

FAQ

Questions about this module

  • Do my clients need to create an account?
    No. The portal works via a unique secure link. Your client receives the URL, clicks, uploads. No account, no password.
  • How long does the link stay valid?
    By default 30 days. Duration is configurable per dossier, and you can revoke the link at any time from the admin — access is cut immediately.
  • How are uploads protected?
    Each file is analyzed automatically before being stored. If verification fails, the upload is rejected — no file goes through unchecked. Your firm’s dedicated environment is hosted exclusively in Europe.
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