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 […]
Category: Online signing
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Building best practice and excellent processes
Docsafe in the property sector Property equals paperwork. And lots of it. If you work in the property sector as an estate agent, letting agent, landlord, developer or investor, you’ll know that every property generates an absolute mountain of documentation. Docsafe manages this incredibly well on a number of levels. Doing the deal Most property […]