PortalsXpress

PortalsXpress is a document sharing solution aimed at facilitating collaboration between businesses and their clients or field offices. According to the vendor, it provides a branded portal where clients can securely view and edit documents while ensuring regulatory compliance. The product is designed for a range of businesses, including accounting, bookkeeping, electric cooperatives, engineering, and financial advisors.

Key Features

Secure Portals: PortalsXpress allows users to securely share documents with clients and field offices. Clients can view and edit documents under their branded portal, which can be customized to match the company's name and colors. Files can be securely sent and received through the portals, enabling compliance with regulations such as GLB and HIPAA.

Print-to-PDF directly to a client's portal: According to the vendor, users can print PDF output from any Windows application directly to a client's portal, providing a convenient way to quickly share documents with clients.

Transfer large files regardless of size: PortalsXpress allows users to transfer large files without any size limitations, ensuring easy sharing of even the largest files with clients and field offices.

Portal custom-branded to match your website: According to the vendor, the portals can be custom-branded to match the user's company website, providing a consistent and professional look and feel for clients accessing the portals.

99.999% service uptime, SAS70 Type II data center: PortalsXpress guarantees a high level of service uptime with 99.999% availability. The data center used for hosting the portals complies with SAS70 Type II standards, ensuring secure and reliable hosting.

Achieve regulatory compliance (GLB, HIPAA, ...): According to the vendor, PortalsXpress supports regulatory compliance with features that meet requirements such as GLB and HIPAA. Users can securely share documents while adhering to industry-specific regulations.

Be up and running in five minutes: PortalsXpress offers a quick and easy setup process, according to the vendor, allowing users to be up and running within five minutes. This ensures a seamless and efficient onboarding experience.

Portal Branding: PortalsXpress provides the option to brand the portals with the user's company banner and colors, creating a customized look and feel.

Portal Manager: Users can easily create and manage individual portals using the Portal Manager feature, allowing for efficient organization and administration of multiple portals.

File Downloads and Uploads: Customers can download files from the portals and view documents using their web browser. Users can also upload files to the portals, facilitating seamless document sharing and collaboration.