Docsafe
In the last couple of years we have been able to support a number of accountancy practices who have needed to switch their secure client portal provision. Both AccSend (in 2024) and Advice Front (in 2025) discontinued their services meaning that their clients needed a swift resolution and new provider. We’ve worked with many clients […]
There are many benefits to your clients accessing Docsafe via your website. Here are the 3 main ones: Security and peace of mind: The world is a little chaotic sometimes and there are untold dangers lurking online just waiting to trip us up. HMRC has recently (in the last few weeks) had issues with hackers […]
There are two key aspects to Docsafe’s online signing that make it stand out from the rest. The first is where you sign. You provide secure access to anyone you’d like to go to the portal. There are no vulnerable email attachments. These can go astray, get missed off entirely or intercepted. Sending documents via […]
Docsafe is a secure client portal that allows users to store, sign, send and exchange documents. It’s ideal for businesses with a client base where security of email content is paramount. Docsafe means that private information need never be emailed but is managed via the safety of the portal instead. Docsafe has been around a […]
In an article in the FT (“The Awful Agony of the Misdirected Email”, Pilita Clark, 9 July 2023) it was reported that “Some 40 per cent of US and UK workers recently emailed the wrong person, one poll revealed last year, and a surprising 20 per cent claimed to have lost their job as a […]
We all like to find out things in our own way – in the way we respond to best of all. When you get a new car you might be a careful manual reader; someone that presses all the buttons to see what happens; or somewhere in between. Docsafe is a secure client portal with […]
Over the past decade, digital signatures have completely transformed the way we do business. Signing online is fast, efficient, and easy – saving time and cutting out the hassle of printing, signing and scanning (and we are not even mentioning the slow pace and rising cost of posting!). But it’s not just about convenience, digital […]
Organisation is key to managing professional relationships, especially when documents need to be shared, signed, and stored efficiently. Docsafe is designed to make this process effortless, allowing businesses to set up a tailored folder structure for their clients. With everything stored in one secure portal, backed up automatically, both you and your clients can work […]
We have spoken to a few of our clients recently to find out how they rate Docsafe and also to understand what they consider to be an indispensable part of the Docsafe portal. The results are in and make for interesting reading! Organisation Surprisingly – and something we don’t really think to mention – is […]
How Docsafe brings your clients closer When a new client agrees to work with you, the experience they have from day one can set the tone for your entire relationship. A secure client portal offers an excellent way to bring clients closer, creating a seamless, branded space that feels reassuring and professional. This isn’t just […]