Document Management Software

Your Multi-Channel Communications Web Portal

iPortals stores and electronically delivers all your important customer communications through a centralised portal, while allowing your customers to access them in their own dedicated, secure location.

Adopting a paperless delivery process allows you to streamline your important business processes to ensure reliable access to correct, up-to-date information anytime and anywhere, for all your clients and customers.

Monthly Statements and Invoices
Newsletters and General Notices
Meeting Notifications and Minutes
Financial Reports and  Budgets

Industries

Debt Recovery

Streamline your process by sending up-to-date notifications. Debtors can then log-on to iPortals to view letters and statements relating to monies owed.

Insurance

Clients can log onto iPortals with their personalised login details, to view policies, newsletters and all other reports.

Medical

Patients can log onto iPortals with their personalised login details to view statements, invoices and test results.

Property Management

Owners and tenants can log onto iPortals with their personalised login details to view all relevant property information, including: statements, financial reports, and newsletters.

Schooling

Parents can log into the schools Web Portal with their personalised login details to view monthly statements, school reports, newsletters and other relevant documentation.

Security

Clients have the ability to log onto iPortals with their personalised login details, to view monthly statements, invoices and newsletters.

Credit Control

Credit control is a critical business strategy that helps companies manage their credit risk and ensure timely collection of debts. It involves setting credit limits, assessing potential customers' creditworthiness, and monitoring account activity to minimize the risk of bad debt. Effective credit control is essential for maintaining a healthy cash flow, which is vital for the operational stability and long-term profitability of a company.

By implementing our robust credit control module, businesses can improve their cash flow, reduce the likelihood of financial difficulties, and support sustainable growth.

SARS Compliance

iPortals conforms to all SARS standards for electronic invoice distribution, including transmission and document encryption standards.

All Tax Invoices communicated and shared through our platform are automatically encrypted and/or digitally signed. PDF format is the accepted worldwide standard and to ensure that documents are not directly editable. Free PDF reader software is available from Adobe.com. Encrypting documents is expensive, but it allows for the security of your documents from the Internet.

Communication and delivery of an electronic Tax Invoice must be secured by means of 128 bit encryption. Secure (encrypted) communication via the Internet will be indicated by means of "https" in the web address or the communication process. Ordinary email processes are not compliant with this requirement, which can put your business at risk.

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