Securely share documents with clients online, upload & save documents for quick sharing, and let clients share files with you from any device.
Sharing files and documents with your clients is easy with vCita Online File Sharing. Instead of emailing files, small businesses can upload files to vCita LiveSite. Clients are notified via email or on their next visit to your website. A client portal allows clients to view the shared documents on any device, anywhere, and also upload files online and share documents with you. Shared files are available for your review via vCita along with the relevant client correspondence history. Document sharing with vCita makes it easy to track when a shared document is viewed or when a new file is available.
Share files with clients
Allow existing and potential clients to send you files securely
Let clients securely send you files from anywhereAllow clients to send you any type of file, directly from your website or email – on any device
Store and manage all shared files within a built-in CRMShare and track files as part of your conversation with existing clients through their client card in your CRM
Over 100,000 small businesses use vCita to manage and grow their client base
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