Why Clinked?

At Clinked, we prioritize a service approach that’s all about adding measurable value to your firm. Our tailored solutions are designed to enhance client interactions, streamline processes, and foster trust through secure, transparent collaboration.

With white-label customization, you’re equipped to keep your brand front and center in every client engagement. Our platform is ready for seamless adoption, eliminating costly development and enabling immediate implementation.

Backed by our expert support, Clinked is committed to empowering your firm to deliver top-tier service efficiently and effectively.

Clinked offers robust encryption, permission controls, and compliance with industry standards, ensuring that sensitive documents are always secure and accessible.

Easily store, organize, and collaborate on financial documents in a centralized environment.

Clients can securely access and manage their own files through Clinked's self-service features, reducing administrative tasks and enhancing convenience.

Whether it’s one-on-one chats, group messaging, or company-wide announcements, Clinked centralizes communication to ensure timely responses and transparency.

Push updates on the latest legislation, taxation news, and important deadlines to all clients simultaneously, keeping them informed and compliant.

Tag or comment on files, events, and tasks to align teams and clients, minimizing miscommunication and ensuring everyone is on the same page.

Clinked offers comprehensive customization options, allowing you to fully white-label your client portal.

Customize with your firm’s logo, colors, and branding elements, and even use a custom domain and email domain to create a seamless, professional experience.

Clinked is available in 14 languages, ensuring a tailored experience that meets your clients' needs while reinforcing your brand at every touchpoint.