As we head towards a new decade, it’s worth remembering that docSAFE has been around for 2 of them and, as a result, is one of the most time-tested, resilient and enduring client portals available. If you’re not sure what a client portal even is, in layman’s terms, it’s a central hub where you can store documents and do a whole host of valuable, clever things that make your work-life streamlined and efficient. You work with your clients online in a professional way that is as useful as it is impressive. It is perfect for any business with clients – accountants have been our main clients since we began but we are increasingly attracting solicitors, creative agencies, insurance companies, estate agents and business owners who can see how it works for them.

• Work and access files from anywhere 24/7
• Sign online
• Exchange files securely
• Eliminate email (especially for sensitive documents)
• Set up a secure audit trail – see status updates instantly
• Add a payroll module for secure communications
• Update everything automatically
• Give your clients access to whatever you need
• Brand your docSAFE with your corporate colours and style

docSAFE and its contents are sealed in tight layers of security so it satisfies GDPR and, more importantly, means your business credibility will never be compromised through security breaches. We are constantly adding state of the art and innovative solutions that will protect your data, keep your client and staff information safe and make sure hackers can’t get in to your systems. We are increasingly seeing hackers targeting all kinds of smaller business – not just the household names. They can find a way to access your most important and sensitive information, including your personal data and finances. Our exhaustive approach to security formed part of our recent ISO 27001 accreditation. Talk to us about introducing docSAFE into your 2020 systems. We can give you a demo or a trial and talk you through some of the features that make it so popular. Click on our weblink and our signature video will tell you more in really simple terms.

We have added a another feature that we’ve had a few requests for… Staff can now print documents from the preview screen which we believe will be a welcome and valuable addition to the portal. As you can see docSAFE continues to develop. We are highly responsive to the feedback we get so please let us know if you have any suggestions that would make docSAFE even better.

Users of docSAFE will be very pleased with three significant developments in yesterday’s new release. The first one being that you won’t receive any more updates that need you to do anything – all updates will happen automatically! We’ll update everything from our central location, meaning that you won’t have anything further to install yourself. Anything that saves you time and hassle has got to be bonus! A regular issue we’ve encountered is resetting passwords for your clients. Historically, and for a number of reasons, we have always done this for you. However you are now able to reset your clients’ passwords yourselves – giving you greater control and less reliance on us. We’ve always aimed to do these kinds of things immediately but it sometimes isn’t possible. This way, you can reset passwords as you get the request. We think this will provide a far greater level of client care for your own clients. The third update is the fact that you can now choose any combination of files to download in one go, reducing your admin burden and making life quicker and more efficient.

1. All updates will happen automatically – nothing for you to install
2. You can reset your clients’ passwords
3. You can choose any combination of files to download in one go

We’ve listened to you, the users, and recognised a pattern of requests that we have received and responded in the only way we know how – to make docSAFE even better! If course, we are here for you if you have any issues you need us to look at, including working with any of the new features we have described.

Cybercrime: it happens to other people. It won’t be me, surely?

Tuesday 30th July 2019 12 noon – 1pm Join us for our next webinar with PracticeWeb’s sales and marketing director, Stuart Pringle and DocSAFE MD Mike Couzens. Stuart and Mike will be discussing: What cybercrime and fraud trends there are, and who is susceptible Common forms of cybercrime How you can protect yourself If it isn’t you affected, it could be your clients How to lead the conversation and to secure your information We have teamed up with docSAFE to provide you with a simple, secure client portal to manage and share information. Built just for accountants, this client portal has been built with a huge amount of functionality that will improve how you and your team work. Join us for our latest webinar for a sensible take on threats, best practices and how technology can be used to protect your clients and yourself Book here: https://register.gotowebinar.com/register/8774772792632310541

docSAFE has long since had the facility to allow your clients to sign online. This function has proved extremely popular so we thought we’d ask our clients why they felt it improved their business performance: “We don’t need to print anything – everything is done online and we keep digital copies of everything – which we think is much more secure than a filing cabinet full of paper” “We don’t need to set up meetings when we’re just after a signature. We save the meetings (expensive in terms of travel and time) for when we can sit down and talk about important things” “docSAFE has this really useful tool that shows us who hasn’t signed following a request. It automates follow up emails asking for the client to complete the paperwork. It’s really efficient” “Occasionally we have the opportunity to revisit a customer who had gone away to consider taking the next step. If it’s over the phone or email, we can simply request their signature to complete the sales process and get them signed up. We find that very useful in terms of our sales activity” “Who wouldn’t want an electronic signature, filed neatly away, complete with an audit trail? It’s so tidy!” “At tax return time, we literally are swamped with paperwork that needs a client’s signature. By managing everything online, we can move swiftly to continue to work on accounts and not spend hours doing admin!”

If you send emails to clients – and we all do – there will be times when the content is confidential and it is vital that it doesn’t fall into the wrong hands. Sometimes we might not be aware of how sensitive data is, especially from a client point of view. Email is great for small talk, arrangements and quick communications but it is not secure and highly susceptible to human error. How many times have you sent information to or received information from the wrong source? I am regularly wrongly emailed client documents by a highly intelligent, trusted professional simply because I have a very similar name to his client. It is completely understandable but it could have any number of repercussions. A client portal is a cloud-based safe. The documents go in (added by you or your client), the recipient is notified and they are then retrieved. It is also subject to several layers of top-level security. Signing online is another more efficient way to exchange and complete documents – and usually, anything requiring a signature is subject to some sort of security requirement. We offer a highly encrypted online signing facility that has saved many thousands of hours by turning legal documents round in seconds. No more waiting on the post or queuing to send things by special delivery! For the sake of your practice, your reputation and your clients’ trust, switch from email to a secure client portal before it is too late. We can help, advise and support a quick transition to a much safer and more professional way to communicate.

Juniper Research has estimated that cybercrime could rise by as much as 175% over the next 5 years and, of course, as hackers get more sophisticated and determined to succeed, so must we make sure we are doing all we can to make life difficult for them. Why be an easy target? It’s not just large-scale organisations like banks and hospitals that are the targets for cyber crime.

Hackers infiltrate every level of business to add links and diverts to other websites, they compromise your client data (could your business afford even a sniff of that?) and generally cause trouble whilst they are poking around your systems. There is much in the news about wide-spread attacks, one of the latest being the new energy smart meters that we are being urged to introduce to our homes. It is anticipated that these could be a relatively easy target – which brings all sorts of other, mass consumer, digitally connected devices into question. However, many hackers go for the low hanging fruit which means they will enjoy easy pickings and wreak havoc within businesses who aren’t protecting themselves sufficiently.

We are reading about botnets, swarm networks and hive nets to name just a few of the ways our systems are being targeted. The level of complexity is such that it is hard to put into words for a savvy IT business, let alone the man in the street. It’s complicated and, most importantly, it’s not going away anytime soon. We work very hard to make sure that docSAFE is protected under multiple layers of security and this is something we have always done to stay ahead of the game. We are always updating, improving and building the layers we employ – to protect your data and also all the data you hold on clients, suppliers and your staff, for example. This isn’t just for GDPR – it’s for business survival!

“Given the benefits of the networked world, the move to digitalisation isn’t going to slow down. It’s important we realistically assess our dependence upon cyber and the potential consequences of a disruptive attack. Maintaining physical backups or other redundancies, changing operational processes, and even keeping less data can reduce the impact of a successful attack.” says Suzanne Spalding, former DHS Under Secretary, USA.

It is expected we will see more ransomware – malicious software that blocks access to a computer system until a sum of money is paid. Crypto-jacking – the practice of taking over a device or network of devices to operate a crypto mining operation (a digital or virtual currency that is used and operated independently of a bank) and other such attacks.

Talk to us and make sure you don’t fall victim to any cyber crime this year.

 

It’s hard to imagine a business that wouldn’t benefit from docSAFE. With the MD’s accountancy background it was originally designed for accountants – and then gradually opened up to other professions. We challenged ourselves at docSAFE HQ with the notion that it actually works for everyone, regardless of sector. Quite simply if you communicate with the outside world then docSAFE is your greatest ally in terms of efficiency, professionalism and security. For efficiency docSAFE streamlines many processes that you might spend a long time on ordinarily. Helpful things – like merging and zipping multiple documents into one neat pdf – right through into providing online signing. Online signing is hugely popular with our clients. It allows them to send a document to the client portal (securely of course) with an automatic alert to announce its arrival. The client signs (within the portal) and you are alerted on its updated status. This not only saves hours of meeting time but it also gets an important job done within the safety of docSAFE, never leaving it to jump on an email or get accidentally mailed to the wrong person. For professionalism, showcasing the security and functionality of the system gives your business an edge. No more bog standard Dropbox or WeTransfer for large files. Instead you direct your clients to a personalised, branded space where they can collaborate, sign, review and update documents – from anywhere, 24/7. For security, there is nothing else quite like it. docSAFE has layers and layers of security of all kinds to make it as fortress-like as possible. 2 factor authentication, security keys and much more. We understand the way businesses can be compromised and how much of a risk this can be, especially when you hold contact information and sensitive data on staff, suppliers and clients. Hacking is no longer the province of the big corporates, we have helped small businesses who have been targeted in a number of ways for a whole host of reasons. So in a nutshell we decided to let docSAFE loose on all businesses, of all kinds, in all sectors. Try it for yourself.

The start of a new year is always good time to re-assess and test your business processes and practices. Are they fit for purpose? Do they do everything you need them to? Are they secure? Do they cover your business in terms of compliance? Are they easy to use? Is there a regular, onerous task that could be improved?

One of the main reasons people switch to docSAFE is for the layers and layers of security. We are constantly adding state of the art and innovative solutions that will protect your data, keep your client and staff information safe and make sure hackers can’t get in to your systems. We are increasingly seeing hackers targeting all kinds of smaller business – not just the household names. They can find a way to access your most important and sensitive information, including your personal data and finances.

It is more important than ever that you take steps to prevent this – for you, your staff and your clients. Our exhaustive approach to security formed part of our recent ISO 27001 accreditation.

Signing online is a game-changer. You can speed up so many operations by asking your clients to sign online and it’s perfectly legal. docSAFE offers a full audit trail and it also automatically reminds your clients to sign anything they’ve overlooked. You can also see, at a glance, which documents are outstanding.

Signing online saves valuable time and allows you to organise face-to-face meetings for when things really matter. There’s no substitute for getting together with a client but we just believe signing documents isn’t one of them!

Working in the cloud, storing your information remotely so you can access it anywhere, anytime, has proved incredibly popular since we launched docSAFE many years ago. Not only can you get to any file but you can collaborate, share, back up and give select access to documents as you require.

Keeping your documents in the cloud is an intelligent way to store everything too. If you have problems with your computer hardware and your data is stored remotely, you can just access it from another device.

Sometimes we can’t see how a new way of doing things so it’s worth investigating options, viewing demos, attending events and talking to other people in your sector to see what they use and how it benefits them. You can also ask us for more information.

docSAFE is now ISO27001 accredited and – as the proud family – we are very pleased. The whole point of an external body looking at what you do and how you do it is a huge sanity check. You can get caught up in your own bubble, especially if you create a product or service that is successful in a particular sector – for us it’s professionals (accountants, solicitors, financial services and some education). You focus on the product and how you develop it, keeping ahead of trends and requirements, motivated largely by client requests and needs. To have a completely independent organisation with the authority and standards of ISO go through your processes and systems and give it the green light is important to us. We worked together over a fairly long period of time, refining and enhancing until we had ticked every last box. It’s not the ISO accreditation we are proud of, it’s the end result and our clients’ satisfaction. After all, that’s all that really matters. But it doesn’t hurt to get it checked and approved externally by an organisation who has no interest in your business – beyond helping it improve.