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Business FinanceTop 10 Best Secure Client Portal Software of 2026
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
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Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Secure Client Portal by SecureDocs
Matter-based client portal access controls with auditable activity tracking
Built for law firms and service teams needing secure client document exchange with audit trails.
Google Drive
Google Drive content-level DLP and admin audit logs via Google Workspace
Built for client file exchange with strong Google security and audit controls.
Dropbox Business
Granular sharing controls plus activity tracking for managed external client access
Built for service teams sharing files with clients using secure folders and link controls.
Comparison Table
This comparison table reviews secure client portal and document exchange tools, including Secure Client Portal by SecureDocs, Dropbox Business, Google Drive, Citrix ShareFile, and Egnyte. It helps you compare key capabilities such as access controls, file sharing workflows, collaboration features, audit and compliance support, and administrative management. Use the table to narrow down which platform best matches your client communication and document security requirements.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Secure Client Portal by SecureDocs SecureDocs provides a client portal that lets firms share documents securely with permissioned access, audit trails, and request workflows. | document portal | 8.7/10 | 8.8/10 | 8.4/10 | 7.9/10 |
| 2 | Dropbox Business Dropbox Business supports secure client file sharing with granular permissions, link controls, and admin-managed access logging. | secure sharing | 8.0/10 | 8.3/10 | 8.6/10 | 7.4/10 |
| 3 | Google Drive Google Drive supports secure client content sharing with permission management, transfer controls, and Google Workspace security policies. | workspace storage | 8.1/10 | 8.6/10 | 7.6/10 | 7.9/10 |
| 4 | Citrix ShareFile Citrix ShareFile offers encrypted file exchange and a client portal experience with granular permissions and audit reporting. | managed portal | 8.1/10 | 8.6/10 | 7.4/10 | 7.8/10 |
| 5 | Egnyte Egnyte provides a secure content collaboration platform with client access controls, workflow automation, and governance tooling. | secure collaboration | 8.2/10 | 9.0/10 | 7.6/10 | 7.9/10 |
| 6 | Box Box delivers a secure client content portal with access policies, collaboration controls, and enterprise audit and governance capabilities. | enterprise portal | 8.2/10 | 8.7/10 | 7.8/10 | 7.6/10 |
| 7 | monday.com monday.com offers client-facing workspaces with role-based access, controlled sharing, and task and document collaboration. | work management | 8.1/10 | 8.6/10 | 7.6/10 | 7.9/10 |
| 8 | Trellisys Client Portal Trellisys provides a client portal with secure messaging, document requests, and controlled access for ongoing client collaboration. | client communications | 8.0/10 | 8.3/10 | 7.5/10 | 7.9/10 |
| 9 | Client Portal by Smartsheet Smartsheet supports client portals through permissioned sheets and dashboards for secure project tracking and document sharing. | client work hub | 8.1/10 | 8.7/10 | 7.6/10 | 7.7/10 |
| 10 | M-Files M-Files enables controlled secure access to client documents with metadata-based permissions and audit trails. | document governance | 7.6/10 | 8.2/10 | 6.9/10 | 7.4/10 |
SecureDocs provides a client portal that lets firms share documents securely with permissioned access, audit trails, and request workflows.
Dropbox Business supports secure client file sharing with granular permissions, link controls, and admin-managed access logging.
Google Drive supports secure client content sharing with permission management, transfer controls, and Google Workspace security policies.
Citrix ShareFile offers encrypted file exchange and a client portal experience with granular permissions and audit reporting.
Egnyte provides a secure content collaboration platform with client access controls, workflow automation, and governance tooling.
Box delivers a secure client content portal with access policies, collaboration controls, and enterprise audit and governance capabilities.
monday.com offers client-facing workspaces with role-based access, controlled sharing, and task and document collaboration.
Trellisys provides a client portal with secure messaging, document requests, and controlled access for ongoing client collaboration.
Smartsheet supports client portals through permissioned sheets and dashboards for secure project tracking and document sharing.
M-Files enables controlled secure access to client documents with metadata-based permissions and audit trails.
Secure Client Portal by SecureDocs
document portalSecureDocs provides a client portal that lets firms share documents securely with permissioned access, audit trails, and request workflows.
Matter-based client portal access controls with auditable activity tracking
Secure Client Portal by SecureDocs focuses on secure document exchange with client-specific access controls and audit-ready activity tracking. It supports branded portals for law and professional services workflows, including upload, download, and request-based document collection. You can manage permissions by matter or project and keep communications tied to specific records instead of scattered email threads. The portal is designed for straightforward client handoffs while emphasizing security and traceability for compliance needs.
Pros
- Client portals keep document exchange separate from email thread history
- Permissioned access supports matter-based workflows and controlled visibility
- Audit and activity logging improves traceability for shared document handling
Cons
- Advanced workflow automation depends more on document processes than tasks
- Branding and portal setup can take time for first-time deployments
- Collaboration features beyond document sharing are limited compared with full suites
Best For
Law firms and service teams needing secure client document exchange with audit trails
Dropbox Business
secure sharingDropbox Business supports secure client file sharing with granular permissions, link controls, and admin-managed access logging.
Granular sharing controls plus activity tracking for managed external client access
Dropbox Business stands out with broad external file sharing through shared links, folders, and client access controls built around familiar Dropbox workflows. It supports secure storage, granular permissions, audit trails, and administrative controls such as device management and single sign-on. Teams can collect and organize client documents using shared folders with invitation-based access and optional link restrictions. For client portal use, it covers core security and collaboration, but it lacks dedicated portal templates and client-branded experience compared with portal-first tools.
Pros
- Client sharing uses folders and invite-based access that works with minimal setup
- Strong admin controls include SSO, role management, and comprehensive activity tracking
- Reliable sync, version history, and file recovery reduce operational support for portals
Cons
- No true client portal UI with branding, custom fields, and review workflows
- External access relies on Dropbox sharing patterns rather than portal-specific governance
- Value drops for teams wanting automation, intake forms, and approvals in one place
Best For
Service teams sharing files with clients using secure folders and link controls
Google Drive
workspace storageGoogle Drive supports secure client content sharing with permission management, transfer controls, and Google Workspace security policies.
Google Drive content-level DLP and admin audit logs via Google Workspace
Google Drive stands out for pairing cloud file storage with Google Workspace security controls for sharing and access management. It supports encrypted data in transit and at rest, plus link permissions, domain restrictions, and granular sharing settings. Admins can enforce DLP, audit logs, and retention policies through Google Workspace, which fits compliance-oriented client portals. Collaboration features like comments and version history help client workflows without requiring users to install a separate portal app.
Pros
- Granular sharing controls with link and user-level permissions
- Encryption in transit and at rest for stored documents
- Admin audit logs, retention, and DLP controls for governance
- Version history and commenting streamline review cycles
Cons
- Portal-style branding and custom workflows require Google Workspace setup
- External sharing can be operationally complex to manage at scale
- Advanced client authentication and access policies depend on Workspace tiers
- Drive search and permissions troubleshooting can frustrate non-admin users
Best For
Client file exchange with strong Google security and audit controls
Citrix ShareFile
managed portalCitrix ShareFile offers encrypted file exchange and a client portal experience with granular permissions and audit reporting.
Branded client portals with configurable expiration, download controls, and audit logging
Citrix ShareFile stands out with secure file sharing that integrates tightly with broader Citrix enterprise environments. It provides client-facing portals for uploading, requesting, and exchanging documents with configurable permissions and link-based access controls. Admins can apply retention, encryption, and auditing capabilities to support regulated sharing workflows. The product focuses on operational sharing features more than custom workflow automation inside the portal.
Pros
- Client portals support branded, permission-controlled sharing workflows
- Granular admin controls for access, downloads, and expiration
- Encryption and audit trails help with governance and traceability
Cons
- Advanced configuration can require more admin effort than simpler portals
- Workflow automation inside the portal is limited compared to dedicated automation tools
- Some capabilities feel locked behind higher-tier enterprise packaging
Best For
Organizations needing secure client document portals with strong admin governance
Egnyte
secure collaborationEgnyte provides a secure content collaboration platform with client access controls, workflow automation, and governance tooling.
Audit Trail and Reporting that tracks access, downloads, and sharing actions for external users
Egnyte focuses on secure file sharing and enterprise-grade governance, with client portal workflows built for controlled external access. It supports role-based access, audit trails, and granular permissions across shared folders and individual files. Egnyte also adds compliance-oriented controls like data loss prevention policies and automated retention settings. Admin tools cover identity integration, encryption for data in transit and at rest, and scalable management for organizations with many clients.
Pros
- Granular external sharing controls with role-based permissions per folder
- Detailed audit trails for file access, downloads, and sharing events
- Compliance features include retention policies and DLP controls
- Strong identity integration with centralized authentication
- Enterprise encryption for data in transit and at rest
Cons
- Advanced governance settings can require more admin setup than simpler portals
- Client experiences vary based on how portals and permissions are configured
- Higher-end security tooling increases total cost for smaller teams
- Power-user workflows take time to learn compared with basic sync tools
Best For
Enterprises needing governed client file portals with auditability and policy controls
Box
enterprise portalBox delivers a secure client content portal with access policies, collaboration controls, and enterprise audit and governance capabilities.
External sharing controls with configurable expiration and access permissions
Box stands out with enterprise-grade content management plus strong sharing controls for client-facing file exchange. It supports secure portals through configurable workspaces, granular permissioning, and expiration controls for external sharing. Admins get centralized governance features like audit logs and advanced access policies, while users benefit from familiar web and mobile access. Box also integrates with e-signature and workflow tools, which reduces the need for separate document handling systems.
Pros
- Granular external sharing permissions and configurable access for client files
- Audit logs and admin controls for compliance-focused visibility
- Strong sync and web access across desktop, mobile, and browser
Cons
- Client portal setup can require more admin configuration than lighter portals
- Advanced security features can raise total cost for smaller teams
- Complex permission models can confuse non-technical portal owners
Best For
Teams needing secure external document sharing with strong governance
monday.com
work managementmonday.com offers client-facing workspaces with role-based access, controlled sharing, and task and document collaboration.
monday.com branded client dashboards with guest permissions for board-level collaboration
monday.com stands out for turning client collaboration into configurable workflow boards with branded portals and automations. It supports secure guest access, permission controls, and audit-friendly activity tracking across projects. Users can centralize documents, requests, and task status updates in a single workspace while automating handoffs with workflows and integrations. Its portal experience is strong for structured work, but it can require setup to match strict client portal UX and compliance needs.
Pros
- Guest access with granular item and board permissions
- Configurable dashboards and branded views for client-facing workflows
- Automation rules reduce manual follow-ups and status updates
- Centralized tasks, files, and comments in one project space
- Extensive integrations for documents, calendars, and ticketing
Cons
- Portal layout customization takes time and board design effort
- Advanced security and compliance controls can require admin setup
- Document management is less purpose-built than dedicated DMS portals
- Workflow complexity can make boards harder to maintain over time
Best For
Agencies and mid-size teams sharing structured work status with clients
Trellisys Client Portal
client communicationsTrellisys provides a client portal with secure messaging, document requests, and controlled access for ongoing client collaboration.
User-level permissions and activity tracking for client file access history
Trellisys Client Portal focuses on secure document sharing and workflow for client communications instead of broad project management. It supports controlled access with user-level permissions, downloadable files, and activity tracking so teams can prove what clients viewed. The portal is designed to integrate with Trellisys systems and branded client experiences for recurring client engagements. It is best when you need a compliance-minded place for client deliverables and requests rather than a general collaboration suite.
Pros
- Granular user permissions support controlled client access
- Activity tracking helps document viewing and submission timelines
- Branded client experience fits ongoing client relationships
- File downloads and organized exchanges support deliverable workflows
Cons
- More portal-centric than project planning for complex work
- Client setup and permission configuration can take time
- Limited collaboration features compared with full work management tools
Best For
Service firms needing secure client document exchange and audit trails
Client Portal by Smartsheet
client work hubSmartsheet supports client portals through permissioned sheets and dashboards for secure project tracking and document sharing.
Role-based permissions for secure client access to specific sheets and views
Smartsheet Client Portal stands out for turning spreadsheet-driven work into a shared intake, review, and status experience for external stakeholders. It supports secure document and update sharing with role-based access so clients see only what teams publish. Users can attach files, manage updates, and streamline approval workflows without building a separate portal product. The solution leverages Smartsheet platform capabilities, so portal data stays connected to the underlying work management structure.
Pros
- Role-based access limits what each client can view and edit
- File attachments and status updates connect portal activity to shared work
- Approval-style workflows reduce back-and-forth on deliverables
- Uses Smartsheet tables so portal data and internal plans stay aligned
Cons
- Portal setup depends on configuring Smartsheet permissions and views
- Complex workflows can require careful sheet structure to avoid confusion
- External-facing experiences are less purpose-built than dedicated portal tools
Best For
Project teams sharing secure deliverables and updates with external clients
M-Files
document governanceM-Files enables controlled secure access to client documents with metadata-based permissions and audit trails.
Metadata-driven document governance with configurable workflows and version control
M-Files stands out for managing information with metadata-driven workflows instead of simple file sharing. It supports secure client access through role-based permissions and audit-ready document handling. The platform connects capture, validation, and approval steps to controlled document versions. Client portals are typically implemented by configuring workflows and access rules inside M-Files rather than using a lightweight portal app.
Pros
- Metadata-driven governance improves findability and consistent document classification
- Configurable workflows support approvals, checks, and controlled document lifecycles
- Role-based permissions and versioning help limit exposure of client files
- Audit-friendly records support compliance workflows for regulated teams
Cons
- Portal experience depends on configuration and workflow design effort
- Setup and metadata modeling require specialist involvement in many deployments
- Lightweight file-sharing needs can feel heavier than necessary
- Client-facing UX is less standardized than purpose-built portal products
Best For
Organizations needing governed client document workflows with metadata-based control
Conclusion
After evaluating 10 business finance, Secure Client Portal by SecureDocs stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right Secure Client Portal Software
This buyer’s guide explains how to evaluate secure client portal software for document exchange, audit-ready tracking, and controlled external access. It covers tools including Secure Client Portal by SecureDocs, Dropbox Business, Google Drive, Citrix ShareFile, Egnyte, Box, monday.com, Trellisys Client Portal, Client Portal by Smartsheet, and M-Files. You will use the guide to match portal capabilities to your client delivery process and governance requirements.
What Is Secure Client Portal Software?
Secure client portal software is a controlled web-based workspace that lets firms share client documents and requests with permissioned access and auditable activity. It solves problems created by email attachments, such as unmanaged access and unclear version or viewing history. It also centralizes uploads, downloads, and intake flows so client deliverables stay tied to matters, projects, or workflows. Tools like Secure Client Portal by SecureDocs and Trellisys Client Portal represent portal-first approaches designed around client-specific access and secure document exchange.
Key Features to Look For
The right combination of controls, auditability, and client-facing structure determines whether your portal delivers compliant sharing or becomes an administrative burden.
Matter or project-based permission controls
Secure Client Portal by SecureDocs ties client access to matters or projects so you can control visibility at the record level. monday.com also supports role-based access with guest permissions that map to boards and workspaces used for client engagement.
Auditable activity and external viewing tracking
Secure Client Portal by SecureDocs emphasizes audit and activity logging so you can trace shared document handling. Trellisys Client Portal adds activity tracking that supports proof of what clients viewed during ongoing submissions.
Branded client portal experience
Citrix ShareFile delivers branded client portals with configurable client experiences for uploading, requesting, and exchanging documents. monday.com supports branded client dashboards so clients navigate a structured workspace instead of a generic sharing page.
Secure external sharing controls with expiration and access limits
Citrix ShareFile provides configurable expiration, download controls, and audit logging for client-facing links and access windows. Box delivers external sharing controls with configurable expiration and access permissions to reduce uncontrolled long-term access.
Governance features such as DLP, retention, and admin audit logs
Google Drive pairs client sharing with Google Workspace security policy enforcement, including content-level DLP and admin audit logs. Egnyte extends governance with retention policies and DLP controls tied to enterprise sharing and client access.
Workflow-ready intake, requests, and approval-style delivery
Secure Client Portal by SecureDocs supports request-based document collection so clients can submit needed files through structured requests. Client Portal by Smartsheet supports approval-style workflows using permissioned sheets so clients can review and update items tied to specific views.
How to Choose the Right Secure Client Portal Software
Pick the portal that matches your delivery pattern, access governance needs, and how clients should collaborate on documents and requests.
Map your client process to portal structure
If you run matter-based document handoffs, Secure Client Portal by SecureDocs is built for permissioned access by matter or project and keeps communications tied to records. If your work is a structured client engagement with status and collaboration, monday.com provides branded dashboards with guest permissions for board-level work.
Verify audit and external access traceability for compliance
If audit-ready records are central, Secure Client Portal by SecureDocs and Egnyte track access, downloads, and sharing events for external users. If you need client viewing proof for deliverables, Trellisys Client Portal provides activity tracking for client file access history.
Decide between portal-first UX and storage-first sharing patterns
If you want a dedicated client portal UI with branded experience, Citrix ShareFile and Trellisys Client Portal are designed around client upload, request, and exchange flows. If you prefer storage and collaboration controls with admin governance, Google Drive and Dropbox Business support secure sharing through permissions, link controls, and activity logging without a portal-first branded template experience.
Check governance and admin controls across the full access lifecycle
If your compliance needs include DLP and admin audit logs, Google Drive through Google Workspace and Egnyte through enterprise governance tools fit that pattern. If your organization needs strong sharing governance with expiration and permission enforcement, Box and Citrix ShareFile provide configurable external sharing controls.
Confirm workflow automation depth matches your handoff requirements
If you need request-based document collection tied to records, Secure Client Portal by SecureDocs supports upload, download, and request workflows. If you need spreadsheet-driven intake and review with approval-style behavior, Client Portal by Smartsheet connects permissioned sheets and dashboards to the underlying work so external stakeholders submit updates and review deliverables.
Who Needs Secure Client Portal Software?
Secure client portal software benefits teams that share sensitive documents with clients and need controlled access plus auditable delivery activity across ongoing engagements.
Law firms and service teams running matter-based document exchange
Secure Client Portal by SecureDocs fits because it ties access controls to matters or projects and records auditable activity for shared document handling. Citrix ShareFile also fits because it supports branded client portals with admin governance features like expiration, download controls, and audit logging.
Service teams that want secure client sharing built around folders and invites
Dropbox Business fits because it supports shared folders, invite-based access, and strong admin controls with activity tracking for external sharing. Box fits because it provides configurable workspaces for external sharing with expiration and enterprise audit visibility.
Compliance-oriented teams that require DLP and admin-level audit governance
Google Drive fits because Google Workspace security controls can enforce content-level DLP and admin audit logs for shared documents. Egnyte fits because it adds retention policies and DLP controls plus detailed audit trails for file access, downloads, and sharing events.
Agencies and mid-size teams that manage structured client collaboration and progress
monday.com fits because it turns client collaboration into branded workspaces with guest permissions and automation rules for follow-ups and status updates. Client Portal by Smartsheet fits because it provides role-based access to permissioned sheets and dashboards with approval-style workflows for secure deliverables and updates.
Common Mistakes to Avoid
Many teams choose a tool that looks secure on the surface but fails on portal governance, usability for clients, or workflow fit.
Treating general file sharing as a portal substitute
Dropbox Business can be effective for secure folders and activity tracking, but it lacks a true client portal UI with branding, custom fields, and review workflows. Google Drive provides strong admin controls, but portal-style branding and custom workflows require Google Workspace setup and operational management.
Underestimating the setup effort for governance and permissions
Egnyte and Box include advanced governance and security controls that can require more admin setup than simpler portals. Citrix ShareFile also demands more admin configuration for advanced configuration, especially for regulated sharing patterns.
Overloading the portal with complex workflow requirements it is not built to automate
Secure Client Portal by SecureDocs is strong for document requests and permissioned exchange, but advanced workflow automation depends more on document processes than task automation. monday.com can automate follow-ups and status updates, but portal layout customization and board design effort can slow down strict client portal UX.
Skipping information architecture and metadata planning for metadata-driven governance
M-Files relies on metadata modeling and workflow design to deliver governed client document workflows, which can require specialist involvement in many deployments. If you need lightweight client sharing only, M-Files can feel heavier than necessary because the portal experience depends on configured workflows and metadata.
How We Selected and Ranked These Tools
We evaluated Secure Client Portal Software across overall capability, feature depth, ease of use, and value to external client delivery. We also separated tools that focus on portal-first client experiences from tools that primarily deliver secure storage and sharing controls. Secure Client Portal by SecureDocs ranked highest among portal-first options because it emphasizes matter-based client access controls with auditable activity tracking and keeps client document exchange separated from email history. Tools like Dropbox Business and Google Drive placed lower for portal-centric scoring because they provide strong sharing and admin governance but do not deliver the same branded portal UI and portal-specific client intake workflow experience.
Frequently Asked Questions About Secure Client Portal Software
How do SecureDocs and Citrix ShareFile differ for matter-based client access control?
Secure Client Portal by SecureDocs lets you manage permissions by matter or project and ties client communications to specific records for audit-ready traceability. Citrix ShareFile also supports configurable client portals with upload, request, and exchange workflows, but it emphasizes admin governance and link-based sharing controls more than matter-level record scoping.
Which tools provide audit trails that show what external clients accessed or downloaded?
Secure Client Portal by SecureDocs is designed for audit-ready activity tracking tied to client-specific access controls. Egnyte, Box, and Citrix ShareFile add reporting and auditing for external actions like access and downloads, and Egnyte highlights audit trail and reporting for external user activity.
What’s the best option when you need strong enterprise compliance controls like DLP and retention?
Google Drive with Google Workspace fits compliance-focused portals because admins can enforce DLP, audit logs, and retention policies while controlling sharing through workspace security settings. Egnyte focuses on policy controls such as DLP and automated retention, while Box centralizes governance with audit logs and advanced access policies.
Which tools work best for regulated document sharing where access expires or downloads are constrained?
Citrix ShareFile supports configurable portal controls that include branded experiences with download controls and audit logging, and it can apply expiration rules. Box provides external sharing controls with configurable expiration and permissioning, which is useful for time-bounded client deliverables.
If clients must upload documents, which portals support request-based collection and structured intake?
Secure Client Portal by SecureDocs supports request-based document collection so teams can ask clients for specific files tied to records. Citrix ShareFile provides portal workflows for clients to upload and request documents, and Client Portal by Smartsheet supports secure intake and update sharing with attachments tied to role-based access.
What should teams compare when choosing between Dropbox Business, Google Drive, and Box for external collaboration?
Dropbox Business delivers familiar shared-link and shared-folder workflows with granular client access controls and administrative device management plus single sign-on. Google Drive pairs file sharing with Google Workspace admin security features like DLP and audit logs, while Box focuses on enterprise-grade content management with governance and external sharing expiration controls.
Which product is strongest when you need a portal experience tied to project workflows rather than standalone file exchange?
monday.com uses branded portals built from workflow boards that centralize documents, requests, and status updates with automations and guest access controls. Client Portal by Smartsheet also connects portal activity to underlying work structures by sharing specific sheets or views with role-based permissions.
How do Trellisys Client Portal and SecureDocs each handle client deliverables and proof of access?
Trellisys Client Portal emphasizes workflow for client communications and includes activity tracking so teams can prove what clients viewed, with user-level permissions. Secure Client Portal by SecureDocs emphasizes straightforward client handoffs with matter-based access controls and auditable activity tracking for compliance-oriented recordkeeping.
If you need governance based on metadata-driven version control, which option fits best?
M-Files is built around metadata-driven document workflows that connect capture, validation, and approval steps to controlled document versions. Egnyte also supports governed access with role-based permissions and audit trails, but M-Files is more focused on metadata-based rules that shape document lifecycle behavior.
Tools reviewed
Referenced in the comparison table and product reviews above.
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