Give your clients a professional, secure portal for file exchange. No more lost attachments, size limits, or security risks. Just simple, secure file sharing that makes your business look great.
Everything you need to securely share files with clients—without the hassle of email
Bank-level encryption protects your client data. Every file is encrypted at rest and in transit with complete audit logging.
Built for industries with strict regulations. HIPAA compliant features protect sensitive client information.
Create accounts for all your clients. Each gets their own secure login with access only to their files.
See when clients upload or download files. Complete activity logs show exactly who accessed what and when.
Send files to clients and receive files from clients. Built-in messaging keeps communication organized.
Your logo, your domain. Clients see your branding, not ours. Makes your business look polished and professional.
Email wasn't built for sensitive business files. TreePortal was.
Every file encrypted with AES-256—the same standard banks use to protect financial data
See exactly when clients upload, download, or access files. Perfect for compliance documentation
Each client only sees their own files. Complete data isolation between all client accounts
Share specific files with clients through the portal. No more risky email attachments
Join businesses already using TreePortal to professionally manage client files
Simple monthly billing • Autopay available • No contracts