Document Management

Cloud-based, ClientLink Pro enables users to access files, create forms and share documents via secure client portals. Professionals and clients can jointly view documents online, discuss them via live chat and highlight sections being considered.

The software gives clients the ability to retrieve archived documents without the need to contact a firm. Professionals can utilize the product to create forms that clients can complete online.

The package integrates with Microsoft Office to that users can save any file from an Office program directly to ClientLInk. All files are protected by 256-bit encryption

Price: Basic, $24.99 per month, 8GB storage, two Office users and unlimited Client Users; Pro, $39.99 per month, 15GB storage, five Office users and unlimited client user; Premium, $79.99 per month, 25GB storage, 20 Office users and unlimited client users. Thirty-day free trial, 25GB storage, 20 Office users and unlimited client users. Main Street Financial Services: www.clientlinkpro.com, (855) 926-5465.

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