Where docSAFE fits in your 2020 plansAs we head towards a new decade, it’s worth remembering that docSAFE has been around for 2 of them and, as a result, is one of the most time-tested, resilient and enduring client portals available. If you’re not sure what a client portal even is, in layman’s terms, it’s a central hub where you can store documents and do a whole host of valuable, clever things that make your work-life streamlined and efficient. You work with your clients online in a professional way that is as useful as it is impressive. It is perfect for any business with clients – accountants have been our main clients since we began but we are increasingly attracting solicitors, creative agencies, insurance companies, estate agents and business owners who can see how it works for them.
- Work and access files from anywhere 24/7
- Sign online
- Exchange files securely
- Eliminate email (especially for sensitive documents)
- Set up a secure audit trail – see status updates instantly
- Add a payroll module for secure communications
- Update everything automatically
- Give your clients access to whatever you need
- Brand your docSAFE with your corporate colours and style
Trackback from your site.