ArchPortal provide your clients to access whole resources and items including assigned Files, Estimates, Invoices, Private Messages, Projects and Tasks. Additionally, the entire ArcPortal environment can be branded with your own company logo and colors, so your customers will be presented with a fully white labeled experience, even down to the URL they use to login!.
ArcPortal helps you to simplify your communication with client and your team by giving complete visibility on what files has been requested, received, uploaded or yet to process with complete audit trials..
ArcPortal provides a transparent environment where every user can be aware of any upcoming tasks and new requests. ArcPortal helps in Identifying and contacting "at-risk" and "high-value" clients before it’s too late.
ArcPortal is flexible because every business is different, since ArcPortal API is designed using RESTful methodology, all actions and relationships are clearly documented and users can often get up and running with the API in less than ten minutes.
Every document transmissions occur over encrypted channels with full audit log and 256-bit encryption.
Cloud, hybrid and on-premises deployment options.
Provide customize the login page, logged-in environment and email notifications to match your company branding perfectly.
We understand every business is different and provide hundreds of out-of-box connectors for common applications.
Simple, easy-to-use web application allows you to get setup within few days not months
Secure file exchange service that allows users to store and transfer files online with security enabled by encryption and log-in credentials
Manage all client interactions including engagement letters, bills/invoices, White papers and marketing material
White labeling and your branding
Allow administrator to configure the each stage of the client engagement
Simple and powerful dashboards
Seamlessly integrated and allows you to access documents from your favorite apps including Google, Salesforce, Dropbox, ShareFile and more
Review, send and sign documents on any computer, smartphone, or tablet