PortalSafe

client portal, secure sharing, file encryption, safe, secure, email

PortalSafe is a file sharing client (portal) service from CCH Small Firm Services and powered by eFileCabinet, Inc designed to rapidly deliver, receive and track important or large files via the web. PortalSafe provides a secure, affordable solution for sharing your information. Upload, download, manage and share your documents, photos, media and more!

We can help you share large files with clients with our unique online file sharing service

•Secure & fast file sharing/client portal system

•Access & share important files 24/7 from any web connection

•Available tracking notification

•Easier and safer than FTP

•Side step the file size and security limitations of email attachments

•Custom brand the service with your company logo and colors

•Reduce costs and risks of physical document distribution or overnight delivery

•Integrated with CCH Small Firm Services software solutions including: ATX, TaxWise and PaperlessPlus

The PortalSafe App Features:

•Capture Images of documents and upload them as a PDF.

•Upload/Download Files

•Create Guest Users (Admin Only)

•Create Folders