Professional Firms with Clients
Peace of mind that your client documents are safe
What we do for you
Securely store your client documents
Enhance your firm’s digital client experience by providing them with their own Privatlocker to easily access and manage their personal and / or business documents anytime, anywhere.
Privatlocker ‘Professions’ platform is a multi-tiered collaboration platform to securely store and manage your clients’ permanent records, certificates, documents and files. Selectively share across your organisation’s internal network of trusted advisors and with your clients. Reduce risk and have peace of mind knowing your confidential documents and sensitive client data are always secure.
Ticks the Box
Compliance
Satisfy Compliance Requirements with Confidence. You can provide your organisation and clients with a platform that comes equipped with best-in-class, bank-grade security protocols. Privatlocker’s activity log and fiduciary audit trail allow you to track all client activity in perpetuity.
With Privatlocker, important documents and files are permanently, securely and selectively available to your clients, staff and advisors.
Granular user access controls between categories, folders and clients
When you want a client to action a document move it to the action-required folder
When a document is added by either you or your client a notification is received
client feature
Inspire Trust
Trust is the foundation of your relationship with all your clients around the world. They can value you with the confidence to take the responsibility of protecting their information seriously. And to be worthy of your trust, we built and will continue to grow Privatlocker with an emphasis on security, compliance, and privacy.
Privatlocker for Professions
The perfect solution for...
Accountants
Privatlocker data room functions enables your clients to load everything needed for deals and corporate transactions.
Contact us if you need specific taxonomy at the Category or Folder level and we will create it just for you.
Law Firms
Store your clients’ last will and testament and other legal files for your clients access at all times to reduce their dependency
Contact us if you need specific taxonomy at the Category or Folder level and we will create it just for you.
Private Equity
Create your client’s Locker with Professions and dual access is standard.
Contact us if you need specific taxonomy at the Category or Folder level and we will create it just for you
need some help?
Still have a question?
If you would like to find out more about Privatlocker for Client based Professions or have a question you would like answered then please reach out to our support team – we would be happy to help.
