Client Portal

5 / 5
1 review

Who Uses This Software?

Accountants, CPA and Bookkeepers

Average Ratings

1 Review

  • 5 / 5

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
  • Pricing Details
    Contact Archarina for pricing details.
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Live Online
  • Support
    Business Hours

Vendor Details

  • Archarina
  • Founded 1996
  • United States

About Client Portal

Our Client Portal helps Accountants, CPAs and Bookkeepers to dramatically reduce time and effort in receiving and gathering client documents. Our innovative solutions has garnered a lot of attention in the marketplace and helps you to get your clients W-2s, credit card statements and invoices when you need them, which can increase your margin between 2% to 5%. Our portals offer you and your clients a convenient way to access documents, transfer data and convey information.

Client Portal Features

  • Chat
  • Content Management
  • Discussion Boards
  • Document Management
  • File Sharing
  • Search

Client Portal Reviews Recently Reviewed!

High capability out of the box, endless possibility going forward

Oct 01, 2018

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not

Pros: The application is incredibly intuitive. Most users can learn the basic capabilities within an hour at most. In addition, the application is robust out of the box, capable to satisfying the needs of a variety of different business lines. The software can be modified and enhanced depending on the particular needs of the company. I would gladly recommend this software and the company that makes it to anyone.

Cons: Very little downside in my opinion. System is quickly deployable, able to scale rapidly, and can be customized as needed.

Overall: My company was trying to enhance the experience for our customers to land documents within our environment. This solution not only allowed us to do so, but also gave us a starting point for thinking about creating an ecosystem of applications, as opposed to point based solutions.