Secure Client Portal SaaS – Real-Time Engagement and Transaction Management in Canada
Streamline client interactions with DoClientPortal, a secure, integrated platform designed to enhance efficiency and engagement. Fully integrated with DoDocs, DoID, DoSignature, DoAccounting, DoMail, and DoText.
Best secure client portal SaaS for real-time transaction management in Canada? Clients can manage payments, documents, and IDs with PCI-DSS compliance and an upcoming marketplace.
Manage all transactions and view real-time payment statuses.
Access, upload, and sign documents securely.
Complete ID verification effortlessly.
Track tasks with customizable checklists.
Pay outstanding amounts and receive instant fund receipt notifications.
Explore a marketplace for additional services (coming soon).
Hosted exclusively in Canada, ensuring PCI-DSS compliance.
Perfect for enterprises aiming to provide seamless, compliant client experiences in Canadian business management software.
Full integration with DoDocs enables secure document access and signing, reducing support burdens and increasing loyalty.
Enable self-service tools for faster client interactions and reduced support tickets.
Personalized client dashboards for better usability and real-time updates.
Integrated notifications across email, text, and portal with PCI-DSS protection.
A secure client workspace for payments, document exchange, IDV, signing, and task completion.
Payments and documents sync instantly into DoAccounting and DoDocs.
Yes — via DoMoney integrations.
Integrated DoSignature workflows with full audit trails.
Through embedded DoID workflows.
Yes — aligns with DoMoney’s PCI-DSS infrastructure.
They guide clients through structured, transparent workflows.
It enables integrated services and third-party data providers.
Yes.
Through DoText, DoMail, DoFax and internal workflow engines.
