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 together in a highly organised way.

A customised folder structure

With Docsafe, you can create a clear and logical folder system that suits your clients’ needs. For example, an accountant might set up folders for tax returns, payroll, invoices, and financial statements. Each client gets their own tailored space, making it easy for them to upload, find, view, sign or share the documents they need, when they need them. What’s also beneficial is the ability to replicate a folder structure that might form the basis of most clients’ needs – with the ability to go on to tailor them as needed. It saves lots of time and also allows you to create working processes that are familiar to both your team and your clients’ teams.

Store and more… view, share, sign

Docsafe isn’t just for storage. Within the folder system, clients can securely access, share, and even sign documents directly. Whether it’s a contract that needs signing or a financial report that needs sharing, everything is done within the portal—eliminating the need for email attachments or external apps. There’s no need to email attachments. You just use email to alert the recipient that there is something within their portal to action. They simply visit the portal – and the risk of email transmission errors are completely negated.

Collaboration made simple

The portal makes it easy for businesses and their clients to collaborate seamlessly. Updates are available in real-time, and everyone works from the same secure location. This ensures that nothing gets lost, forgotten or delayed, streamlining processes for both parties.

Automatic backups

Docsafe’s automatic backup feature provides peace of mind. No more worrying about lost files or system failures—everything is safely stored and easily retrievable when needed. It’s also highly secure – which goes without saying for a secure client portal!

Organised, secure and professional

Using Docsafe shows your clients that you take their organisation and security seriously. By creating a bespoke folder system and providing a secure space to collaborate, you not only make everyone’s life easier but you’re also demonstrating professionalism and care.

From accountants to consultants and advisers, Docsafe is the perfect tool for businesses that want to bring clarity and order to document management while strengthening client relationships.