
Ability to provide a highly customizable and secure client portal to share and request sensitive information without restrictions on how many clients we can provide access to portals (other providers may be cost effective initially, but became very expensive if needing to allow 50+ clients to access) Review collected by and hosted on G2.com.
Portal setup took a bit of time and had a decent learning curve - I managed without too much issues and there were plenty of help guides and tutorials, however staff who were less 'tech-savvy' struggled when they started looking to build our test portal. API and Integrations - having more options when automating from other software would be great, however expect that this will expand over time. Review collected by and hosted on G2.com.


