Simple, transparent pricing for businesses of all sizes
Everything you need to professionally manage client file sharing
✓ Simple monthly billing with autopay
✓ Cancel anytime, no contracts
✓ Setup within 24 hours
Your portal is ready within 24 hours of subscribing. Start sharing files immediately.
Email wasn't designed for sensitive files. Every file in TreePortal is encrypted and tracked.
Clients get their own branded portal instead of cluttered email threads and lost attachments.
HIPAA, legal, accounting? TreePortal has the audit trail and encryption you need.
Unlimited! Create as many client accounts as you need at no additional cost. Each client gets their own secure login.
Contact us at sales@wisdomtreeit.com for storage upgrades. We offer flexible options to grow with your business.
Yes! No contracts or commitments. Cancel your subscription anytime with no penalties or fees.
All files are automatically backed up and protected. Your data is safe and accessible 24/7.
Accountants, lawyers, healthcare providers, consultants, financial advisors—any business that shares sensitive files with clients.
No! Your $20/month subscription covers everything. Clients get free secure access to their files.