Delve into Online Drawers
– A business owner.
– Interested in providing secure access to information for your clients.
At a glance:
– Create an online, computerised filing cabinet.
– Ensure your website has capability to provide secure client only access, as well as restricted access for specified clients.
– Contact your accountant if you require any clarification or advice.
Secure online accessA West Australian firm, Porters, is testing a new online service that offers clients internet access to their private documents.
The Albany-based business’ website allows clients to share this information in a secure manner with other people and organisations including banks, financial planners, shareholders or partners and employees.
Originally, company director Joe Porter intended to develop a basic website to communicate information about the five-year-old firm. But after discovering a new web page design platform produced by a Melbourne-based company, eknowhow, he was able to tailor the site to the company’s and clients’ needs.
“I discovered I could create an online, computerised filing cabinet where each of the clients have their own drawer. Clients then have a key to access their drawer in a secure environment,” Mr Porter said.
“All documents can be signed electronically and loaded into the client’s restricted access area. Once the job is completed, an email is sent to the client with a hyperlink leading them to that information within Porter’s website.”
Mr Porter said the site was especially useful for regional and international clients who had to wait for information to come by post.
– Determine if your website has capability to provide secure client only & restricted access .
© Copyright Mark Fenton-Jones, 28 June 2002.