• 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.

Re-thinking your work practices

The start of a new year is always good time to re-assess and test your business processes and practices. Are they fit for purpose? Do they do everything you need them to? Are they secure? Do they cover your business in terms of compliance? Are they easy to use? Is there a regular, onerous task that could be improved?

One of the main reasons people switch to docSAFE is for the layers and layers of security. We are constantly adding state of the art and innovative solutions that will protect your data, keep your client and staff information safe and make sure hackers can’t get in to your systems. We are increasingly seeing hackers targeting all kinds of smaller business – not just the household names. They can find a way to access your most important and sensitive information, including your personal data and finances.

It is more important than ever that you take steps to prevent this – for you, your staff and your clients. Our exhaustive approach to security formed part of our recent ISO 27001 accreditation.

Signing online is a game-changer. You can speed up so many operations by asking your clients to sign online and it’s perfectly legal. docSAFE offers a full audit trail and it also automatically reminds your clients to sign anything they’ve overlooked. You can also see, at a glance, which documents are outstanding.

Signing online saves valuable time and allows you to organise face-to-face meetings for when things really matter. There’s no substitute for getting together with a client but we just believe signing documents isn’t one of them!

Working in the cloud, storing your information remotely so you can access it anywhere, anytime, has proved incredibly popular since we launched docSAFE many years ago. Not only can you get to any file but you can collaborate, share, back up and give select access to documents as you require.

Keeping your documents in the cloud is an intelligent way to store everything too. If you have problems with your computer hardware and your data is stored remotely, you can just access it from another device.

Sometimes we can’t see how a new way of doing things so it’s worth investigating options, viewing demos, attending events and talking to other people in your sector to see what they use and how it benefits them. You can also ask us for more information.

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