Client-centric file requests
Unlock productivity by efficiently collecting client files through our user-friendly client portal.
Boost your productivity
A more effective way to request documents
Manage every document you request from your clients. And when they upload their files, watch it appear in your document management system.
Easy Integration
Use the integration app of your choice to connect to any document management system.
Track Document Requests
Track and manage all documents needed from every client, in one place.
Secure Data Storage
Documents are not stored or saved, so your clients documents stay between you and your client.
Customizable Notifications
Get alerts and custom notifications so you never miss when a client uploads a document.
Use your systems
Works with almost any document storage system
Use any app integration system like Zapier or Make to connect your document upload portal to wherever you store your client files.*
*clientcentr does not directly integrate with any document management systems and requires an app integration system to deliver files.
Pricing
One plan. Two ways to pay.
Monthly
$60
/month
Unlimited clients
Unlimited document requests
Unlimited users
Integrations via 3rd Party
Customer support
Annual
Most popular
$50
/month*
*Billled annually at $600/year
Unlimited clients
Unlimited document requests
Unlimited users
Integrations via 3rd Party
Customer support
Sign up today
Stop downloading, converting, renaming, and uploading documents just to organize your client files.
