True Digital platform to manage file exchanges and client interactions.

Stop using generic tools such as DropBox, ShareFile, etc. Improve Profitabilty and Business Agility

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Manage Client
Customize workflow & Automate
Manage Team & Client
Enhance client Experience

Fully Branded, Secure & Private HUB for Client

ArchPortal – a client collaboration portal provides your clients to access your ‘Files, Estimates, Invoices, Private Messages, Projects and Tasks’. Additionally, the entire client portal 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!

  • Custom Domain & Branding
  • Enterprise-Grade Security
  • Secure Document Exchanges
  • Enforce Two-Factor Authentication
Client portal

Digital Client Collaboration Platform

ArcPortal helps you to simplify your client collaboration by giving complete visibility on what files has been requested, received, uploaded or yet to process with complete audit trials..

  • Manage Client
  • Create Template & Automate
  • Easy to Request & Receive Document
client file sharing portal

Get organized with projects

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.

  • Dashboard and Reports
  • Track & Manage Engagement
  • Manage Team at Practice & Client Level
client collaboration portal
Office Dropbox Evernote Google
Oracle Onedrive Box Salesforce

Integrate with your Workflow

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.

  • Salesforce
  • Google
  • Microsoft
  • Oracle
  • SAP
  • Business application
Secure & Compliance

Every document transmitted with full audit log and 256-bit encryption

Available

Cloud, hybrid and on-premises deployment options

Your Portal Your Brand

Customized login page, logged-in environment and email notifications to match your company branding

Open & Extensible

We understand every business is different and provide hundreds of out-of-box connectors for common applications

Features

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GET SETUP IN DAYS

Simple, easy-to-use web application allows you to get setup within few days

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FILE EXCHANGE

Secure file exchanges with encryption and log-in credentials

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UNIFIED PLATFORM

Manage all client interactions including engagement letters, bills/invoices, White papers and marketing materials

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CUSTOMIZATION

White labeling and your branding

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MANAGE TEAM AT PRACTICE & CLIENT LEVEL

Allow administrator to configure each stage of the client engagement

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ANALYTICS

Simple and powerful dashboards

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Integration

Access documents from your favorite apps including Google, Salesforce, Dropbox, ShareFile and more

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Via hybrid cloud

Access documents from your favorite apps including Google, Salesforce, Dropbox, ShareFile and more