Assyst Client Portal

Assyst Client Portal

 A secure digital gateway between client-Assyst and your customers

The Assyst Client Portal is a subscription service* within client-Assyst that allows you to securely exchange documents with your clients.
  • All from within your existing client-Assyst environment
  • No need for another system with separate login
  • No emails to clients with complex passwords
  • More secure
  • Notification of new document awaiting attention
  • Increased efficiency
  • GDPR compliant

* Please note that this service carries an additional monthly charge

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Key Features

  • Secure post-box for confidential documents

    • Removes the need to send email with attachments
    • Save time and money sending physical paper to (and back from) client
    • Enables easy transfer of GDPR compliant documents
    • Securely exchange documents with your clients

  • Manage clients and their partners

    • Individual accounts for client and partner
    • Copy documents between client and partner

  • Simple Administration

    • Define a bundle of documents in the package
    • Record when documents are exchanged in client-assyst contact history
    • Set reminders to follow up when a bundle of documents is sent to a client
    • Store documents that are sent and received in client-Assyst Client Folders
    • Send personalised letters
Here are a few examples of screenshots
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