Product News

This is where you will find useful information on Docsafe’s development. It might be a new feature or whole new module but we store it here so you can find out what’s new quickly and easily.

“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 ...

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 ...