In the last couple of years we have been able to support a number of accountancy practices who have needed to switch their secure client portal provision. Both AccSend (in 2024) and Advice Front (in 2025) discontinued their services meaning that their clients needed a swift resolution and new provider.

We’ve worked with many clients of both businesses who are now successfully using Docsafe. Changing from your secure portal provider is painless and we will work with you to make sure it’s a seamless transition.

Docsafe has a number of benefits that have reassured our new clients, including:

• Layers and layers of security (always evolving and updating)
• Online signing (via your website for extra security)
• 25 years of experience and credentials (and an MD with an accountancy background)
• Real people to help and support you (aren’t we all a bit fed up of bots?)
• A product that reflects the way you work (and we’re able to listen to feedback, incorporating it where possible)

If you’re thinking of switching your client portal provider or are currently looking at your options, do get in touch and we’ll be pleased to help. Mike, the founder and MD, will be able to demo the product online or in person and show you how it compares to anything you might be used to.