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Accountants Branded Docsafe Data security Lawyers Online signing Secure communications

Positioning Docsafe within the professional sector

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 […]

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Data security Online signing Secure communications

Is signing online legally acceptable?

[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 […]

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Accountants Lunch and Learn product news

“Lunch and learn”… about our secure client portal

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 […]

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Data security Online signing Secure communications

Who uses Docsafe – our secure client portal?

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 […]

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Branded Docsafe Data security Online signing product news Secure communications

Brand your Docsafe!

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 […]

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product news

Announcing Docsafe Lightbulb training

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 […]

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Accountants Data security Lawyers Online signing product news Secure communications Work from anywhere

A portal that does it all

Docsafe has been in use for well over twenty years – mainly by professionals and certainly all users are organisations that are client-focused. Recognising how Docsafe fits in with your existing work processes is key to understanding its benefits to your business. After all, you need to see clear benefits before pursuing anything new. In […]

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Accountants Online signing product news Secure communications

One document, one location, multiple access

A Docsafe concept that is really useful to understand is how the documents you store in the portal don’t go anywhere. You access the portal to upload documents and there they stay – safely – and only accessed by approved contacts. Unless you’ve used an online portal before it’s a simple but incredibly important part […]

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Accountants Lawyers Online signing Secure communications

The top 5 reasons to sign online with Docsafe

Our online signing function draws many new clients to Docsafe. It is ingenious, even if we say so ourselves. So what is so special about our online signing compared to some other products available? Well, we believe that the answer to that lies in the fact that we primarily work with the professions. By offering […]

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Data security product news Secure communications

Getting heard

We’ve all heard the old adage ‘large enough to deliver, small enough to care’. It’s usually bandied about by sizeable businesses trying to convince you that your voice, as a lone customer, is heard. On Googling the phrase it is apparent that it’s very well used: from logistics organisations to computer software companies. Here at […]