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Accountants Online presence product news Websites

Making the most of your website

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 […]

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Accountants Data security Online signing product news Secure communications

Docsafe – a safe haven for accountants

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 […]

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Accountants Data security Online signing Secure communications

How Docsafe matches our clients’ wishlists

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 […]

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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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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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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 […]