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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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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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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 GDPR Online signing Secure communications

Why security is top of the Docsafe tick list

According to Statista, there are 6.9 billion scam emails sent every day in the UK (Statista.com 15 Jan 2023). There are certain times of the year when you might take 5 to reconsider how you do things at work. It’s often the summer months as they’re typically quieter and you may have some time off […]

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Data security GDPR Online signing product news Secure communications

Multi level security access to Docsafe (MFA)

Inescapably, and quite rightly, we encounter many ways to access our online accounts each and every day. Our emails, text messages and other personal, device-led accounts are usually quick to let us in. But where we are accessing third party accounts such as the bank, retail and medical information (for example), we have to jump […]

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Data security GDPR Online signing product news Secure communications Work from anywhere

New to Docsafe? New to client portals?

Not every business uses a client portal so it’s useful to take a step back and explain what it is and how it works. Wikipedia gives a good definition of a portal: “A client portal is an electronic gateway to a collection of digital files, services, and information, accessible over the Internet through a web […]