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Free and secure client portal



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amother
OP  


 

Post Fri, Sep 13 2024, 3:21 pm
Does such a thing exist? I have one client who wants to send me files using a secure portal and I really don’t want to pay monthly fees for just one client. But I also need to make sure the portal is secure and all the free options seem sketchy.

Is there a way to do it with adobe? I already have a Pro account with them…
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amother
NeonGreen


 

Post Fri, Sep 13 2024, 3:47 pm
Why not use dropbox?
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amother
  OP  


 

Post Fri, Sep 13 2024, 3:52 pm
amother NeonGreen wrote:
Why not use dropbox?


Can they send files to me with my dropbox account? Or do they need to set up their own account?

I’ve never used it before.
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Molly Weasley  




 
 
    
 

Post Fri, Sep 13 2024, 4:13 pm
Is this a HIPAA thing?

If not, free Dropbox account gives you a couple of free gigabytes of space
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amother
  OP  


 

Post Fri, Sep 13 2024, 4:26 pm
Not HIPAA but I’m specifically looking for a way that the CLIENT can securely upload or send files to me.

As far as I could tell, dropbox lets me share with them but not the other way…
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chocolate moose




 
 
    
 

Post Fri, Sep 13 2024, 4:46 pm
I used to use a dr who changed her portal every year. I couldn't keep up.
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amother
  OP  


 

Post Fri, Sep 13 2024, 5:00 pm
chocolate moose wrote:
I used to use a dr who changed her portal every year. I couldn't keep up.


I certainly don't want to do that.

I guess I’ll have to bite the bullet and pay for it…
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Einikel




 
 
    
 

Post Fri, Sep 13 2024, 5:03 pm
Would a shared Google drive folder work?
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Beautiful  




 
 
    
 

Post Fri, Sep 13 2024, 5:31 pm
How about wetransfer?
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listenhere




 
 
    
 

Post Fri, Sep 13 2024, 5:55 pm
amother OP wrote:
Not HIPAA but I’m specifically looking for a way that the CLIENT can securely upload or send files to me.

As far as I could tell, dropbox lets me share with them but not the other way…


I would look into Dropbox further. I’m sure you can share a directory, and if I remember correctly you can allow write access as well.
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amother
  OP


 

Post Fri, Sep 13 2024, 6:02 pm
Beautiful wrote:
How about wetransfer?


That looks good. Did you ever use it? Do you know how secure it is?

I’m an accountant and data security is really important. To be clear, I always send encrypted and password protected files to the clients. Now I’m looking for a way for the clients to securely send their documents to me.
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  Molly Weasley




 
 
    
 

Post Fri, Sep 13 2024, 6:13 pm
Do you have Adobe Workfront? They have this type of feature.

Otherwise, use dropbox file request.

https://help.dropbox.com/share.....quest
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  Beautiful




 
 
    
 

Post Mon, Sep 16 2024, 10:51 pm
Yes, I've used it, but never needed to for confidential stuff.
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