There are many benefits to your clients accessing Docsafe via your website. Here are the 3 main ones:

Security and peace of mind: The world is a little chaotic sometimes and there are untold dangers lurking online just waiting to trip us up. HMRC has recently (in the last few weeks) had issues with hackers accessing client information using accountancy practices’ data. We have to continue our vigilance and ensure that all security practices are in place, updated and followed.

That said, to help clients know they are in the right place and not just following an email link blindly, they have to visit your practice website and access it there. It’s a safe harbour and familiar territory – your clients know your web address, they recognise your logo and branding and so they know they are in a secure environment.

Brand strengthening: Everything is all in one place with Docsafe. It helps to present your practice as one that provides this professional service – a secure client portal where transactions and communications take place safely. You can include the use of Docsafe in client proposals and dealings with third parties such as solicitors and financial organisations to demonstrate a commitment to security.

Website traffic: There are multiple options to communicate with your clients each and every time they visit your website. If they are accessing Docsafe on a regular basis (which they will do), you can take advantage of this to create a place to add links to your newsletter, any new products and services or to introduce members of the team for example. The login page can also be fully branded to reflect your practice.

Make the most of your secure client portal if you are an existing user – and if you’re not, please do get in touch and we’ll be able to tell you more.