How to Create a Secure Client Area for Your Startup

Thanks to the sheer number of changes and advances in technology over the past decade, data security is a major issue that plagues businesses big and small.

Over the years, businesses have used a number of different tools to collaborate and connect with their clients with varying levels of success. Secure client areas are one of these tools that have proven to be beneficial to businesses as well as their clients. In this article, we will explore what secure client areas are, how to choose the right solution for your business, and how you can create secure client areas for your startup business.

What are Secure Client Areas?

Secure client areas or portals are digital spaces that allow for the efficient and safe exchange of information between businesses and their clients, which is important because data privacy has been shown to bring value to businesses. The use of secure client areas allows companies full control over the information they are sharing with their clients and can include services such as data storage, file sharing, financial and legal transactions, and more.

Choosing the Right Solution for Your Business

Businesses often spend a huge amount of time communicating and collaborating with clients through phone calls and emails, all of which add to the cost of running a business. Client areas take the hassle out of the process by offering a single platform where you can upload and inspect files, make notes, and otherwise interact with clients in a streamlined and more efficient manner.

Depending on what your business requires, these client platforms can incorporate a number of different features that can include the ability to manage payments, track shipments, process returns, and more. Thus, the first thing you will need to determine before you can even begin to explore what options are available is what kind of features you will need to incorporate into your client portal. For example, a law firm or tax consultancy service may simply require a portal for secure communication, in which case a virtual deal room would be ideal for their purposes.

For clients that provide a physical service, such as a building company, your platform should include the ability to create and manage job cards and then invoice the client once the work is complete.

Setting Up Your Secure Client Area

Once you know what your requirements are, then you can start investigating which service will give you the features you need for the best price. Comparison sites can give you a head start in this process, but always be sure to do your own research before choosing a solution.

Most highly-rated solutions come with setup guides that will guide you through the process of setting up your secure client area so you can get up and running as quickly as possible. As long as you have a clear idea of what you require from the platform in terms of features, you shouldn’t have much trouble setting up a client area for your business.

Choosing a platform and setting up secure client areas can help your business save time, money, and even improve your cash flow so why not get your platform up and running today.