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Description
Introducing a state-of-the-art client portal designed for forward-thinking businesses. Clients can easily log in through your website to share files, sign documents, make payments, communicate, and much more. This all-in-one application encompasses everything necessary for managing a virtual business, including billing, file sharing, electronic signatures, messaging, client intake forms, and a comprehensive knowledge base. The portal provides you with the flexibility to customize what your clients can view. You have the option to host the portal on your own domain, ensuring that every detail aligns with your brand identity. Whether you choose to integrate it with an existing marketing website or utilize our website builder to craft a page tailored for professional services, the possibilities are endless. Enhance your client portal by incorporating the secure file-sharing and eSignature features, effectively replacing services like Google Drive, Dropbox, ShareFile, and DocuSign. Additionally, implement the billing module to offer clients a branded payment experience, substituting platforms like Bill.com and FreshBooks. Streamlining your client intake process is effortless with the addition of the intake forms module, which can replace tools such as Formstack and Microsoft Forms, making your operations more efficient and cohesive. With this portal, you can revolutionize how you interact with clients, ensuring a seamless and professional experience every step of the way.
Description
Tricent is the #1 file-sharing governance SaaS platform that enables more secure and compliant file sharing within Microsoft 365 (Teams, OneDrives & Sharepoint drives) and Google Workspace (MyDrives & Shared Drives) so you can keep collaborating responsibly.
Tricent puts the responsibility of proper file-sharing management in the hands of administrators as well as every member of the organization who shares files:
🚀 Onboard in less than 30 Minutes. ricent gets you up and running swiftly so you can focus on what matters most.
🔍 Get Insights: From day one, gain a comprehensive overview of all files shared and permissions granted—across both personal drives and shared drives.
⭕️ Do Bulk Remediation: Our admin-friendly cleanup tools allow you to tackle file sprawl efficiently.
😇 Empowering End-Users Responsibly: We use automation to involve your employees in the cleanup process. They can continue collaborating while maintaining compliance.
💪🏼 Customizable Governance Policies: Set different cycles for different user groups. Tricent adapts to your unique needs, ensuring flexibility without compromising control.
🔮 Stay Ahead with Abnormality Detection.
API Access
Has API
No
API Access
Has API
No
Integrations
Google Docs
No
Google Drive
No
Google Workspace
No
Microsoft 365
No
Microsoft OneDrive
No
Microsoft SharePoint
No
Microsoft Teams
No
Okta
No
Integrations
Google Docs
Yes
Google Drive
Yes
Google Workspace
Yes
Microsoft 365
Yes
Microsoft OneDrive
Yes
Microsoft SharePoint
Yes
Microsoft Teams
Yes
Okta
Yes
Pricing Details
$69 per month
Free Trial
Yes
Free Version
No
Pricing Details
€18/year/user
Standard: €18/year/user
Education: €5/year/user
Enterprise: Quote - Contact Tricent
Education: €5/year/user
Enterprise: Quote - Contact Tricent
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Portal
Country
United States
Website
www.joinportal.com
Vendor Details
Company Name
Tricent
Founded
2018
Country
Denmark
Website
www.tricent.com
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
Digital Signature
Audit Trail
No
Authentication
No
Auto Reminders
No
Customizable Templates
No
Document Analytics
No
Mobile Signature
No
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
No
File Sharing
Audit Trail
No
Chat / Messaging
No
Collaboration
No
Document Management
No
Drag & Drop
No
Electronic Signature
No
Encryption
No
File Synchronization
No
Search
No
User Management
No
Version Control
No
Workflow Management
No
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
No
Text Editing
No
Version Control
No
Knowledge Management
Artificial Intelligence (AI)
No
Cataloging / Categorization
No
Collaboration
No
Content Management
No
Decision Tree
No
Discussion Boards
No
Full Text Search
No
Knowledge Base Management
No
Self Service Portal
No
Live Chat
Canned Responses
No
Customizable Branding
No
Geo Targeting
No
Offline Form
No
Proactive Chat
No
Screen Sharing
No
Third Party Integration
No
Transfers / Routing
No
Website Visitor Tracking
No
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
Cloud Security
Antivirus
No
Application Security
No
Behavioral Analytics
No
Encryption
No
Endpoint Management
No
Incident Management
No
Intrusion Detection System
No
Threat Intelligence
Yes
Two-Factor Authentication
No
Vulnerability Management
Yes
Compliance
Archiving & Retention
No
Artificial Intelligence (AI)
No
Audit Management
Yes
Compliance Tracking
Yes
Controls Testing
No
Environmental Compliance
No
FDA Compliance
No
HIPAA Compliance
No
ISO Compliance
No
Incident Management
No
OSHA Compliance
No
Risk Management
Yes
Sarbanes-Oxley Compliance
No
Surveys & Feedback
No
Version Control
No
Workflow / Process Automation
Yes
Cybersecurity
AI / Machine Learning
No
Behavioral Analytics
No
Endpoint Management
No
IOC Verification
No
Incident Management
No
Tokenization
No
Vulnerability Scanning
Yes
Whitelisting / Blacklisting
Yes
Data Governance
Access Control
Yes
Data Discovery
No
Data Mapping
No
Data Profiling
No
Deletion Management
No
Email Management
No
Policy Management
Yes
Process Management
Yes
Roles Management
Yes
Storage Management
No
Document Control
Archiving & Retention
No
Automated Routing
No
Change Management
No
Compliance Management
Yes
Electronic Signature
No
Escalation Management
No
Periodic Review
Yes
Version Control
No
File Sharing
Audit Trail
Yes
Chat / Messaging
No
Collaboration
Yes
Document Management
No
Drag & Drop
No
Electronic Signature
No
Encryption
No
File Synchronization
No
Search
Yes
User Management
No
Version Control
No
Workflow Management
No
GDPR Compliance
Access Control
Yes
Consent Management
No
Data Mapping
No
Incident Management
No
PIA / DPIA
No
Policy Management
Yes
Risk Management
Yes
Sensitive Data Identification
Yes
GRC
Auditing
Yes
Disaster Recovery
No
Environmental Compliance
No
IT Risk Management
No
Incident Management
No
Internal Controls Management
No
Operational Risk Management
No
Policy Management
Yes
