Docsafe
Docsafe is a secure client portal that allows users to store, sign, send and exchange documents. It’s ideal for businesses with a client base where security of email content is paramount. Docsafe means that private information need never be emailed but is managed via the safety of the portal instead. Docsafe has been around a […]
Organisation is key to managing professional relationships, especially when documents need to be shared, signed, and stored efficiently. Docsafe is designed to make this process effortless, allowing businesses to set up a tailored folder structure for their clients. With everything stored in one secure portal, backed up automatically, both you and your clients can work […]
How Docsafe brings your clients closer When a new client agrees to work with you, the experience they have from day one can set the tone for your entire relationship. A secure client portal offers an excellent way to bring clients closer, creating a seamless, branded space that feels reassuring and professional. This isn’t just […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]