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MoSal's avatar
MoSal
Explorer | Level 3
2 years ago

Is it possible to use Dropbox as a client portal?

Hi all, hope you are well.   We’re a firm of Accountants based in the United Kingdom. We are coming to the end of our contract for a software which included a client portal. On this portal client...
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MoSal's avatar
MoSal
Explorer | Level 3
2 years ago

Ok, thank you for your help.

 

We don't want to get into developing or API's its too advanced for us.

 

What if we setup a group account for the VAT team for example, created files for all the clients that send us documents via the portal and gave each client access to thier folder via thier email address. 

 

Assuming the client can operate dropbox and add files/documents when needed, I think this is probably the closest solution we have, what do you think?

Jay's avatar
Jay
Icon for Dropbox Community Moderator rankDropbox Community Moderator
2 years ago

This should be possible. Shared folders can be sent to specific users with their own Dropbox accounts. 

 

Just be aware that shared folders with edit permissions means that users can also delete and edit existing files in the folder. 

 

Additionally, any quota isn't transferred to other users in shared folders, so if you use more than 2 GB of quota for the shared folders, then those users will need a paid plan to sync the shared folder. 

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