Categories
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 […]

Categories
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 […]

Categories
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 […]

Categories
Data security product news Secure communications

Getting heard

We’ve all heard the old adage ‘large enough to deliver, small enough to care’. It’s usually bandied about by sizeable businesses trying to convince you that your voice, as a lone customer, is heard. On Googling the phrase it is apparent that it’s very well used: from logistics organisations to computer software companies. Here at […]

Categories
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 […]

Categories
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 […]

Categories
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 […]

Categories
Accountants Online signing product news Secure communications

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 […]

Categories
Data security Online signing product news Property Secure communications

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 […]

Categories
Online signing product news Secure communications

Which online signature?

How to choose an automated electronic signature or upload an image of your own… When you’re signing a document in Docsafe you now have the option to choose between: • simply typing your name and letting Docsafe create a signature • or uploading an image of your actual signature and inserting that. What’s the difference? […]