DocsafeThis new Docsafe feature is excellent for a number of reasons. It’s intuitive… you can predict (and know) quite a lot of your client information when you are requesting repeat form fills. It’s a time-saver… clients don’t need to look up any information you hold for them – contact details, last year’s turnover, board member […]
This is one for the marketing team! Once your client has logged out of Docsafe they find themselves back at the login prompt. Well now you can choose where you’d like clients to be directed to… You can opt for the homepage, information on a new service or simply your contact page. The beauty is […]
How often do you spend fruitless time looking for an email that relates to a specific project or client? Well now Docsafe has created a really satisfying function to help save time and make your working practices so much more efficient. Very simply, you can ask Docsafe to show you the emails connected to any […]
Docsafe has a really useful new feature that allows you to manage the signing of several documents with clarity and speed. You can scan across your entire computer, selecting the documents that need attention. Drop these into Docsafe. You can also merge them into one pdf at this stage if you need to. You apply […]
There’s signing, there’s online signing and then there’s Docsafe online signing. And whilst we don’t like to be too salesy in our blogs (it’s really not the place) we are rightly proud of how sophisticated our signing options are. Sophisticated doesn’t mean complicated though and therein lies the beauty of Docsafe. Taking it from the […]
Phishing – a definition – “the fraudulent practice of sending emails purporting to be from reputable companies in order to induce individuals to reveal personal information, such as passwords and credit card numbers”. There’s so much ‘out there’ to watch for including unscrupulous people posing as someone else for their own gain. What we can […]
We all do it. We either send an email to the wrong person or we forget to include the attachment. According to Statista.com, in 2020, over 306 billion emails were sent worldwide – that’s 306 billion EACH DAY. That number increases year on year so it’s inevitable that misdirected emails will fall into the millions. […]
When we originally conceptualised Docsafe, we did it entirely with accountants in mind. It was (and is) a sector the team was very comfortable in and knew well. Over the intervening 20 years (we still can’t believe it’s 20 years) we have widened our horizons as we realised how much Docsafe is relevant and of […]
Twenty years ago… Apple released its second generation iPod, Disney’s Lilo and Stitch was released, Rachel gave birth to Emma in Friends, Michael Jackson dangled his baby boy over the balcony of his hotel room, 24 was the most talked about TV drama and Halle Berry became the first black woman to win an Academy […]
Here at Docsafe Towers, we’re all so close to Docsafe that we forget that not everyone knows and understands its superpowers. Here’s a quick fire round up of what it does, who for and why you might benefit from having Docsafe in your life. Docsafe is an online client portal. What’s that? It means you […]