Online file sharing software

Share documents with your clients anywhere, anytime, from any device

A powerful file sharing and CRM app allows you to have all your clients’ documents in one place along with a history of your interactions – appointments, payments, invoices, and conversations.

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Share files with clients

  • Share files as part of the conversation with your clients.
    • Files can be uploaded and stored for quick sharing.

      Let your clients share files

      • Let your clients send you any type of file from a secure client portal.
      • You and your clients can view the shared documents on any device, anywhere, anytime.

      Stay informed

      • Both you and your clients can receive notifications via email or SMS when new documents are shared.
        • See if your client has viewed a document you shared.

          More than just file sharing

          • Share and track files as part of your conversation with your clients directly through their client cards on the CRM app.
            • Stay up to date on the history of your client interactions: appointments, payments, and documents all in one place.
              • A client portal lets your clients interact with your business 24/7, performing actions like scheduling appointments, sharing documents and making online payments.

              Be there for your clients while staying on top of your business with simple small-business file sharing software.