Docsafe
A natural part of our service, complementing our super-secure Docsafe client portal, is the development and hosting of websites. Designed for professional firms we have a long-standing track record in delivering websites that present our clients in their very best light. Our service provides a website that ticks all the boxes. But there are a […]
One of the standout reasons that makes Docsafe an easy choice lies in one of its most simple features. It’s impossible to send an email attachment to the wrong person. It’s such a regular thing that people do by mistake (we are human after all) and, on the whole, an innocent ‘Oops, sorry that was […]
Even though Docsafe is used by many different professional sectors, our main market is accountants. We designed the concept of secure communications and a robust client portal with accountants in mind – to cater for the transmission of sensitive data that is characteristic of all accountancy firms. Over the past twenty years we’ve also branched […]
We conducted some informal research among our most recent new clients to find out how they arrived at the decision to adopt Docsafe – specifically to understand what was top of their lists in their search for a secure client portal. What we discovered wasn’t a huge surprise. Firstly, they were looking for a straightforward […]
We have been around for some time now. We work predominantly with professionals in the world of accounting, finance, property and law. As a secure client portal that places online signing and communications at the heart of everything we do it’s important to understand where Docsafe sits when you’re looking at your options. We won’t […]
[An updated Docsafe article based on our original from 2020] An e-signature is used in any situation that is facilitated by an electronic device to create an agreement between two or more parties. Basically you sign digitally, using your device, instead of with a traditional pen. It is becoming more commonplace and an increasingly acceptable […]
In a bid to compete with the convenience of Zoom and Teams, we’ve recently started to cheer up our face-to-face meetings. There’s no real substitute for getting together and actually meeting – it removes the barriers and confusion over who’s speaking. You also don’t get delays, dodgy backgrounds and wifi issues when it’s just humans […]
Docsafe has been in use for over 20 years and was originally designed to meet a need for accountants who were reluctant to fully embrace the digital revolution – with good reason. Whilst the first email was sent over 40 years ago, with daily email exchange becoming more commonplace from the late 80s and early […]
Having Docsafe situated within your website is a powerful thing for a few reasons. Your clients access Docsafe via your website which means it’s straightforward and they only have your web address to remember. Several times a day your clients might be visiting your website. It’s pretty hard to get people to visit and revisit […]
Having been super impressed with some of the big names’ tech support, particularly the Apple Genius appointments, we decided to launch our own. Also, on the back of some recent client meetings we have discovered that Docsafe, like most tech, is hardly ever used to its full potential (and that is so sad!). One of […]