Accountants Lunch and Learn product news

“Lunch and learn”… about our secure client portal

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 in the room!

We do appreciate that a physical meeting has become more of an undertaking and commitment so we have come up with a nice solution…

Our ‘Lunch and Learn’ sessions mean that Mike, our esteemed leader, will visit you in your offices and bring lunch. Armed with a selection of delicious sandwiches, fruit and a few other tasty treats, he’ll provide lunch (or brunch – or afternoon tea) for the meeting – from one to ten people. It means you get to have lunch, find out about how a client portal works and can benefit your business, ask questions and still have time left over to stretch your legs before returning to your desk.

If you’d like to hear about Docsafe in a relaxed and friendly environment, just ask us to set up a ‘Lunch and Learn’ at your premises. Mike will show you the highlights, run through Docsafe’s sophisticated online signing, give you an idea of how other businesses and professional practices use it – and answer any questions. You can also have a free 3 month trial afterwards to test out some of the things covered in the session.

We’ll bring the lunch and the presentation if you can sort the coffees! Email to book yours. Just let us know how many people will be joining us.