Professional & Financial
Secure Client Portals That Build Trust
Share confidential documents safely. Update content without changing links. Track engagement for compliance.
Financial services and professional firms trust Paperturn to deliver sensitive client materials securely. Password-protect pitchbooks. Restrict downloads on factsheets. Update research without re-issuing links. All under your brand. With built-in analytics that prove engagement for audits and IP whitelisting that keeps documents in the right hands. The control you need, without VDR complexity.
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Your Clients Have Outdated Versions. Don't Risk Your Brand.
We get it. Email attachments get forwarded beyond control. Shared drives expose sensitive data. Every update means re-issuing links. Time for secure simplicity.
Transform How You Share Sensitive Content With Clients and Partners
Stop worrying about version control and start building client trust. Paperturn gives you enterprise-grade security with marketing-friendly simplicity, without IT project required. Many firms use our digital reports feature for investor updates and compliance documents.
Control Exactly Who Sees Your Sensitive Documents
Password protect pitchbooks. Restrict access to specific IP addresses. Publish unlisted links that can't be discovered. Disable downloads and printing to enforce view-only access. Share confidential materials knowing they're protected, with not floating in inboxes or being forwarded to competitors. Perfect for online brochures, pitch decks, and investor presentations.
Update Time-Sensitive Content Without Breaking Links
Market conditions change. Regulations update. Your documents shouldn't break. Simply overwrite any page or entire document, the URL stays exactly the same. No more re-sending links to clients. No more version confusion. No more compliance risk from outdated factsheets. One link that’s always current, automatically, whether it’s a digital white paper or client proposal.
Deliver a Branded, Compliant Client Experience
Every touchpoint reflects your firm's standards. Use your own domain. Display required disclaimers on page zero. Schedule documents to expire after review periods. Present professional materials that build confidence, from first pitch to final proposal. Your reputation protected at every view.
Track Engagement and Prove Compliance Easily
See who viewed which pages, when, and for how long. Export activity reports for compliance reviews. Track document performance with GA4 integration. Monitor access patterns by geography and device. Generate CSV reports that satisfy audit requests. Turn vague distribution into measurable engagement with digital reports and clear analytics.
Enterprise-Grade Security Meets Practical Simplicity
Purpose-built for professional services teams who need control without complexity. Every feature designed to protect sensitive content and build trust.
Password & IP Protection
Set passwords for sensitive documents. Whitelist specific IP addresses or ranges. Combine both for maximum security. Perfect for board materials, M&A documents, or partner-only content. Control access without complex IT infrastructure.
View-Only Access Controls
Disable downloads and printing to keep sensitive content view-only. Prevent screenshots where browser controls allow. Deter unauthorized sharing while maintaining a smooth client experience. Your documents stay in your control.
Publication & Page Overwrite
Replace pages or entire documents without changing the URL. Update factsheets, research, and proposals instantly. Your custom links stay live across all channels. Clients always see the latest version without any action required.
Audit-Ready Analytics
Track views, time spent, and engagement by page. Export detailed activity logs with timestamps. See access patterns by location and device. Generate CSV reports for compliance reviews. Every interaction documented and exportable.
Custom Domains & White-Label
Use your custom domain for all document links. Apply your brand colors and backgrounds. Upload custom favicons and loading screens. Every detail reinforces your firm's professional standards. Ensure a seamless, branded experience that builds trust with every viewer.
Private Draft & Team Controls
Stage content privately before publishing. Set role-based permissions for team members. Track all editing activity for accountability. Get legal/compliance sign-off before going live. Coordinate safely without premature exposure.
Your Reputation Depends on Secure, Professional Document Delivery.
Join leading firms who've eliminated version drift, stopped document leakage, and built client trust with secure portals. Try Paperturn free for 14 days, with no credit card needed. See the difference in your first secure share.
