Brand your Docsafe!
Having Docsafe situated within your website is a powerful thing for a few reasons. Your clients access Docsafe via your ...
Announcing Docsafe Lightbulb training
Having been super impressed with some of the big names’ tech support, particularly the Apple Genius appointments, we decided to ...
A portal that does it all
Docsafe has been in use for well over twenty years – mainly by professionals and certainly all users are organisations ...
One document, one location, multiple access
A Docsafe concept that is really useful to understand is how the documents you store in the portal don’t go ...
Getting heard
We’ve all heard the old adage ‘large enough to deliver, small enough to care’. It’s usually bandied about by sizeable ...
Multi level security access to Docsafe (MFA)
Inescapably, and quite rightly, we encounter many ways to access our online accounts each and every day. Our emails, text ...
New to Docsafe? New to client portals?
Not every business uses a client portal so it’s useful to take a step back and explain what it is ...
Docsafe – a safe haven for accountants
Even though Docsafe is used by many different professional sectors, our main market is accountants. We designed the concept of ...
Building best practice and excellent processes
Docsafe in the property sector Property equals paperwork. And lots of it. If you work in the property sector as ...
Which online signature?
How to choose an automated electronic signature or upload an image of your own… When you’re signing a document in ...