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Secure client portal for document store, exchange and signing

Exchange, collaborate and sign online with Docsafe

DOCSAFE-SECURE CLIENT PORTAL

WHAT IS DOCSAFE?

Docsafe is the safest, quickest and easiest way to manage communications:

  • Get forms and documents drawn up
  • Collaborate effortlessly
  • Sign electronically
  • Exchange information
  • Deliver securely
  • Store everything, complete with an audit trail

“If you are a professional organisation, work with clients and exchange sensitive, important or confidential documents, Docsafe is an excellent option” [J Peters, Manchester].

Docsafe has been in continuous development – incorporating user feedback – for almost 25 years. We are large enough to have outstanding in-house expertise and a demonstrable pedigree in this sector. But we are also small enough to note client requirements and wishes for updates. That means that Docsafe is the result of ongoing collaboration and our willingness to provide exactly what our users are looking for.

New to Docsafe? New to client portals?

WHO USES DOCSAFE?

It's the perfect choice for UK-based, small to medium sized accountants, IFAs, solicitors and other professions.

CONSIDERING DOCSAFE?

FEATURES AND BENEFITS

Find out what Docsafe has to offer and learn how Docsafe can help your business flourish

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PRICING

Highly affordable and great value - find out more

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REQUEST A DEMO

Request a demo, ask for a call back or ask a specific question

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TECH CENTRE

Get solutions to regular questions

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ABOUT US

We are an independent business based in Birmingham, covering the whole of the UK, owned and managed by Mike Couzens.

We have a range of clients from professionals to medium sized businesses but specialise in small business owners with an interest in the financial sector. The majority of our clients are accountants and independent financial advisors.

Docsafe is a trading name for the client portal developed and owned by Online Practice. We have been trading for more than 20 years.

Our support team is also the development team so we are able to assist with all enquiries, feedback and special requests.

Find out more about our free trial here:

NEWS, ARTICLES AND MORE

If you would like to know more about any aspect of Docsafe - secure communications, online signing, dynamic forms, anything - you'll probably find it right here in our resource library...