Docsafe
There are many benefits to your clients accessing Docsafe via your website. Here are the 3 main ones: Security and peace of mind: The world is a little chaotic sometimes and there are untold dangers lurking online just waiting to trip us up. HMRC has recently (in the last few weeks) had issues with hackers […]
There are two key aspects to Docsafe’s online signing that make it stand out from the rest. The first is where you sign. You provide secure access to anyone you’d like to go to the portal. There are no vulnerable email attachments. These can go astray, get missed off entirely or intercepted. Sending documents via […]
In an article in the FT (“The Awful Agony of the Misdirected Email”, Pilita Clark, 9 July 2023) it was reported that “Some 40 per cent of US and UK workers recently emailed the wrong person, one poll revealed last year, and a surprising 20 per cent claimed to have lost their job as a […]
Over the past decade, digital signatures have completely transformed the way we do business. Signing online is fast, efficient, and easy – saving time and cutting out the hassle of printing, signing and scanning (and we are not even mentioning the slow pace and rising cost of posting!). But it’s not just about convenience, digital […]
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 […]
We have spoken to a few of our clients recently to find out how they rate Docsafe and also to understand what they consider to be an indispensable part of the Docsafe portal. The results are in and make for interesting reading! Organisation Surprisingly – and something we don’t really think to mention – is […]
When you’re working with multiple people on a single project, one of the main challenges is version control. You know how it goes… you send an email with a draft attached, wait for feedback, and before you know it, you’ve got a dozen different versions floating around in inboxes. Which version is the final one? […]
One of the standout reasons that makes Docsafe an easy choice lies in one of its most simple features. It’s impossible to send an email attachment to the wrong person. It’s such a regular thing that people do by mistake (we are human after all) and, on the whole, an innocent ‘Oops, sorry that was […]
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 […]
We conducted some informal research among our most recent new clients to find out how they arrived at the decision to adopt Docsafe – specifically to understand what was top of their lists in their search for a secure client portal. What we discovered wasn’t a huge surprise. Firstly, they were looking for a straightforward […]