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Client Portals in the Cloud

Participating Solution Provider

Client Portals in the Cloud


Have clients that you need to share data with… documents, schedules, reports, etc.? More than likely, the answer is YES. Even 501c3 nonprofits have clients in the communities they serve and in the sponsors that support them. Whether your organization is a for-profit or nonprofit, you may want to think about sharing in the cloud, using SharePoint Online. It can make your work a bit easier.


How you ask? Well, imagine a secure, online portal where you and your clients can:

  • Pick up and drop off documents for collaboration, sign off, and/or review
  • Track tasks completed or waiting for action and can be connect them to your Outlook
  • Keep track of events and/or important dates using a shared calendar that can be connected to your Outlook calendar
  • Generate reports and publish them to a dashboard and/or save for historical purposes
  • Automatically be notified via email when things change, like the upload of a document or the completion of a task
  • Post the contact information of key people
  • And more!


You can have a secure portal for each of your clients and, since the portals are permission based, you can control access to each portal, ensuring access to only those with a "need to know". You can have specialized portals for each client or have a portal template that you can use to create a new portal easily for new clients.


Are you a 501c3 nonprofit? You can use these portals to stay of track with your sponsors and the community you serve! And, do you know the best thing? If you already have Office 365, you may already have SharePoint Online. You can give access to these portal to your clients for FREE. Don't have Office 365 yet? No worries there! You can get access to this capability PLUS get access to:


  • Exchange – Enterprise-grade email and shared calendars that your staff can access at their desk or on the go. Each person in your organization will get a 50 GB of mailbox and the ability to use your own domain name matching your website so your organization looks professional. No more Gmail or Yahoo mail for your business email. Also, there is the ability to add archiving, eDiscovery, and legal hold capabilities, plus unlimited storage on the E3 and E5 plans.
  • Skype for Business – Connect immediately or set up and host online meetings with multi-party HD video conferencing, real-time note taking, and screen sharing. Connect to Skype user and hold meetings with people who don't have Skype or Lync. No more spending money on GoToMeeting or WebEx! Each person in your organization can have their own account and it costs less.
  • SharePoint – Team sites you can use to collaborate with teams, partners, customers, and volunteers with documents that are always up to date and accessible from almost anywhere. It can also be used for workflow, online forms, dashboards, calendars, project management, and more! Also, eDiscovery on the E3 and E5 plans. You get 25 TBs of space. No more paying separately for BaseCamp.
  • Website – Market your business with a website that's easy to set up and to keep update using GoDaddy or Wix. Add your custom domain and matches your email. Get 50% off.
  • OneDrive for Business - Each person in your organization gets 1 TB of personal storage they can access from anywhere and that syncs with their PC. Easily share files internally and externally and control who views and edits them. No more paying separately for DropBox..
  • Office Mobile – Access, edit, and view Word, Excel, and PowerPoint documents on iPhones, Android, and Windows. Each person gets the license to use on up to 5 of each device.
  • Office Web Apps – Create, store, edit, and share Office docs online for Word, Excel, PowerPoint, and OneNote from any browser.
  • Microsoft Office Professional Plus desktop applications depending on the subscription. Your people will have the most recent version of Office for up to 5 PCs/Macs per user. Office Professional Plus includes Word, PowerPoint, Publisher, Access, Excel, OneNote, Outlook, and InfoPath.


  • Set up quickly with easy-to-use services 
  • Manage users and settings from a streamlined but powerful web portal
  • Built-in malware protection
  • Worry-free, continuous data backup to geo-redundant servers
  •  99.9% financially-backed service level agreement
  • 24/7 critical phone support from Microsoft
  • Support from your Microsoft Partner and Microsoft forum for non-critical issues (and options for more support and other add-ons)
  • Always up to date security, features, and services 
  • Secure access secure from anywhere on any web connected device


The most commonly subscribed to Office 365 subscriptions, Business Premium, E1, and E3 only cost $12.50, $8, and $20 a user a month, respectively. For 501c3 nonprofits, the costs are $2.50, free, and $4.50 a user a month, respectively. You get so much value on the things all organizations need such as professional, business class email, online meeting capabilities, cloud storage for each member, and team portals without paying for multiple services or paying what can be a big, upfront cost for each member of your organization.


Have SharePoint on-premises? That's cool too! You can have the same client portals there too.


Need help or a demo? Need to talk this through more? We understand and are here to help. Reach out to us at and we will happily answer your questions. We can also work with you to bring Microsoft Office 365 and SharePoint as well as this and other solutions to your organization. To learn more about how we help, please see our website at

Peace and Blessings,
Nikkia T. Carter, MCPS, MS, CTT
CEO/Owner, Carter-McGowan Services, LLC
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