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 browser. The term is most often applied to a sharing mechanism between an organisation and its clients.”
Docsafe is this and quite a bit more.
It’s a virtual space where you can share information, documents and other data with your clients.
It’s also extremely secure with ever-evolving layers of security including multi-factor authentication.
You don’t need to email sensitive information with Docsafe. You simply alert your recipient to tell them the file is in Docsafe. This is a huge leap away from risking human error – and let’s face it, we’ve all sent things to the wrong people.
Collaboration follows on from this – you can all work together on one document within Docsafe so there’s no confusion over version control. It’s smart stuff.
Online signing is sophisticated yet simple to use. Docsafe offers so many different ways to sign – in a specific order, by date, multiple signatories and more. It has a complete audit trail and its process is GDPR and legally compliant.
Admin-free Docsafe completes your updates for you, auto backs up, tells you which tasks are outstanding and who has yet to sign any of your outstanding documents (and where those signatures need to go).
Flexible and accessible – as long as you have Internet access you can use Docsafe on any device – smartphone, tablet, laptop or desktop computer. You can also give access just to people who you choose to have it.
A payroll add-on is available for complete peace of mind for your payroll function. Simply alert your employees or your clients’ employees to their payslip which is available to them by safely accessing Docsafe.
You can also brand Docsafe with your company’s colours and logo so it sits seamlessly on your website – part of the furniture!
One of the things we are regularly told is how much clients love that we listen to their feedback and incorporate regular updates or new features that suit their particular way of working. These updates benefit everyone and are constantly being worked on. It’s the beauty of a long-standing, focused team who are able to take the time to reflect improvements to the portal on an ongoing basis.
Finally it’s worth knowing that Docsafe is ISO accredited and has been around for more than twenty years, proud to serve professionals and their clients across the UK.
If there’s more you need to know, Mike, our esteemed and knowledgeable MD is available to show you Docsafe face-to-face or online. He likes to talk about all things Docsafe!