• This is docSAFE

    docSAFE is the clever way to work. For anyone working with a client base – those in the professions, creatives – in fact, just about any kind of business – you’ll wonder how you managed without it before. It’s contemporary and innovative but surprisingly simple. docSAFE is a client portal – an online office with lots of functionality and clever stuff.

  • In the Cloud

    Working in the cloud is a concept. You are simply accessing a portal online and giving your clients secure access to do the same. In the portal you can store and work on documents, exchange information, collaborate, sign things off online – all in highly secure, backed up environment. It works across all your devices and even has its own mobile app.

Our secure portal isn’t just for document exchange

When we first developed docSAFE, our secure client portal for professional firms, we were definitely thinking about addressing the issue of exchanging sensitive data in the most effective way – in a way that can’t be compromised and leave our professional clients open to hackers and human errors. How this has become interesting is that it has evolved in recent years to include secure messaging. In the way you might have text, email or Skype styles exchanges, so you can converse through the portal. In all instances – whether you are exchanging files or having a message exchange, the crucial thing is that the content never leaves the portal. The recipient of the file or message is notified of its existence and goes to the portal for retrieval. We’ve found that this is a really exciting concept for our clients as it adds yet another layer of security on top of the many we’ve already included such as 2-factor authentication and encryption. It also impresses their clients in turn as it shows how important they considers client confidentiality. We have a dedicated following of accountants and, it seems, we are attracting cautious, technophobe solicitors too! Ask us if you need to know more.

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