Customer File Sharing

Features
- Customer Portal
  
  Customer dashboard with recent transactions, account balance, and more.
  
  Customer Payments
  
  Accept online customer payments that post directly to QuickBooks.
  
  Billing Automation
  
  Automate invoice delivery and notifications.
  
  Saved Payment Methods
  
  Customers can save credit card and bank accounts.
  
  Auto Sync
  
  Automatically sync accounting data with your portal.
  
  Custom Email Templates
  
  Customize all your email templates with complete control over your branding.
  
  Custom Invoice Templates
  
  Complete control over the look and feel of your invoices.
  
  Customer File Sharing
  
  Share files with customers and optionally allow customers to upload files. (Integrates with Dropbox and Google Drive)
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Built-in File Sharing Platform

Choose one of the supported cloud storage providers, or use our built-in storage which uses Amazon AWS (S3).

Amazon AWS (S3)

AWS S3

You can choose our internal file storage which uses Amazon AWS S3. Using this platform is easy and your file space is secure, however it is not portable and you can only upload and share files via the portal admin interface.

Dropbox

With the Dropbox integration, you can connect your portal to your Dropbox account and map customer accounts to their own folders. You can then manage the customer’s file using your desktop or the Dropbox interface.

Google Drive

With the Google Drive integration, you can connect your portal to your Google Drive account and map customer accounts to their own folders. You can then manage the customer’s file using your desktop or the Google Drive interface.