World Library  
Flag as Inappropriate
Email this Article

Client portal

Article Id: WHEBN0028387451
Reproduction Date:

Title: Client portal  
Author: World Heritage Encyclopedia
Language: English
Subject: List of client portals, Clinked, Groupware, API Healthcare, Collaborative software
Collection: Groupware
Publisher: World Heritage Encyclopedia

Client portal

PortalsXpress client portal

A client portal is an electronic gateway to a collection of digital files, services, and information, accessible over the Internet through a web browser.

The term is most often applied to a sharing mechanism between an organization and its clients.[1] The organization provides a secure entry point, typically via a website, that lets its clients log into an area where they can view, download, and upload private information.

Client portals are most prevalently used for the secure exchange of financial information, usually when teams are working remotely. Privacy laws such as the

  1. ^ American Institute of CPAs. "The Rage Surrounding Client Portals (July 2008)". 
  2. ^ Journal of Accountancy. "Client Portals: A Secure Alternative to E-Mail (February 2010)". 
  3. ^ CPA Technology Advisor. "Building Strategy: How Workflow, Document Management and Portals Work Together (June 2010)". 
  4. ^ Seyle, Donna. "Expand Your Solo or Small Firm Practice Using Client Portals". Law Practise Today. Retrieved 29 January 2014. 
  5. ^ Cohn, Michael (28 January 2014). "Zoho Revamps Online Accounting Software". Accounting Today. Retrieved 29 January 2014. 
  6. ^ Neely, Ed. "What is a Client Portal?". Clinked. Retrieved 29 January 2014. 


See also

Security has been a hot topic surrounding client portals. Many client portals feature 256 bit SSL, similar to that of online banking,[6] but businesses with sensitive information, such as medical data, sometimes express concerns about their data being in the cloud. Businesses still wishing to use client portals usually adopt private cloud solutions and host the software on-premise.


Client portals are prevalent in many industries. Industry sectors include various commercial organisations and aren't usually specific to one industry. Due to the nature of the industry, law firms make up a significant amount of client portal users. This is because lawyers are constantly collaborating and interacting with clients, involving a significant amount of paperwork. In these cases the file sharing functionality is imperative.[4] Some client portal features extend to invoicing, time logging and expenses tracking. These benefits lead to a number of Small and medium enterprises using client portals to manage their business operations.[5]



  • Industries 1
  • Issues 2
  • See also 3
  • References 4

Client portals are often used in conjunction with workflow automation and document management to maximize work environment efficiency.[3]

Other advantages of client portals, as distinguished from email, include increased file size limitations and self-service access to a private repository.

Client portals allow users to centralise and virtualise their organization, usually to increase efficiencies and communication. [2]

This article was sourced from Creative Commons Attribution-ShareAlike License; additional terms may apply. World Heritage Encyclopedia content is assembled from numerous content providers, Open Access Publishing, and in compliance with The Fair Access to Science and Technology Research Act (FASTR), Wikimedia Foundation, Inc., Public Library of Science, The Encyclopedia of Life, Open Book Publishers (OBP), PubMed, U.S. National Library of Medicine, National Center for Biotechnology Information, U.S. National Library of Medicine, National Institutes of Health (NIH), U.S. Department of Health & Human Services, and, which sources content from all federal, state, local, tribal, and territorial government publication portals (.gov, .mil, .edu). Funding for and content contributors is made possible from the U.S. Congress, E-Government Act of 2002.
Crowd sourced content that is contributed to World Heritage Encyclopedia is peer reviewed and edited by our editorial staff to ensure quality scholarly research articles.
By using this site, you agree to the Terms of Use and Privacy Policy. World Heritage Encyclopedia™ is a registered trademark of the World Public Library Association, a non-profit organization.

Copyright © World Library Foundation. All rights reserved. eBooks from Project Gutenberg are sponsored by the World Library Foundation,
a 501c(4) Member's Support Non-Profit Organization, and is NOT affiliated with any governmental agency or department.