Benefits

Value to you

By utilising the iPortals Web Portal system you immediately provide your clients with up to 5 years history of their account information with you, copies of contracts signed and any other related information.

Your Organisation immediately enjoy the following benifits from utilising the iPortals system:
  • Reduce overhead costs associated with document delivery.
  • Reduce administrative time spent to resend previous months documents.
  • Permit 24/7 access to most up to date documentation for your clients.
  • Provide documentation to your clients regardless of the system that the documents originate from.
  • Use iPortals internally to eliminate praper and "GO GREEN".
  • Upload and distribute documentation internally to your own staff. E.g. Pay Slips.

Go Green

The iPortals solution provides a no paper strategy. This enables our clients to upload and store documents for access by their clients through their own web portal. Documents can be generated from any software system (normally required as part of a service, via postage or email).

iPortals permits access to these documents through the iPortals Web Portal system, then distributes notification via email and / or SMS.

Uploaded documents may include:
  • Monthly Statements
  • Monthly Invoices
  • Newsletters
  • Meeting Notifications
  • Meeting Minutes
  • General Notices
  • Financial Reports
  • Yearly Budgets
  • Copies of Contracts and other account related documentation

Registration

Registration of clients:

  • Automatic account registration during implementation: We import your current clients details via CSV to ensure full acceptance of existing clients. Access details are sent via Email or SMS to your clients, allowing them to access their documentation.
  • After implementation your clients can easily register to gain access to their documentation on your web portal.

Accessibility

iPortals makes documentation accessible wherever your clients are.

  • The iPortals solution hosts and allows your clients 24/7 365 day access to their documentation.
  • iPortals stores documents for up to 5 years, allowing clients easy access to any and all of their important documentation.

Clients are notified of new documents uploaded to you web portal via e-mail and / or SMS which they can then easily view through your web portal. The advantage of this service is that you clients are not restricted to a physical location or office hours in order to receive their documentation. We include the delivery of your reports via the following means.
  • Email - Notification of available documents.
  • SMS - Notification of available documents via SMS.
  • Content Library - Upload any type of content in any format to share with groups of users instantly.

Security

  • 128bit Encryption during document transfer.
  • 128bit Geotrust SSL of the entire iPortals system.
  • 128bit RC4 PDF Document encryption.

Pricing

With scalable costing we engage with customers in businesses of all sizes, effectively removing the need to invest heavily in internal IT hardware and software. With an hosted solution that allows companies to gage IT costs accurately and forecast costs based on fixed amounts. Without the reliance on internal systems, focus turns to your client base, allowing you to channel available resources into growing your business.