Speedy, Simple, Secure
Document Management
Easy-Portal enables your professional adviser to share documents with you in a Speedy, Simple and Secure manner.
Documents can be reviewed without them leaving leaving the safety of the secure server.
Saves space in your email and ensures only one version is being reviewed.
Secure Document Sharing and Signing. At the touch of a button.
ClientVue
Easy-Portal is part of the ClientVue Accountancy Practice Management Suite.
Manage all of your Tasks, Calls and Notes, Email Marketing and Time Tracking in one convenient portal.
Minimum Requirements
Windows XP SP2 or greater
Recommended: Firefox 9 and above or
Internet Explorer 8 and above or
Google Chrome 17.0 and above or
Opera 11.0 and above
Security
The whole web site is SSL encrypted the same as your online banking.
All documents held on the server are encrypted with military grade GPG.
Backing Up
All encrypted documents are backed up every 30 minutes and the database is backed up separately every day.
