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docSAFE
is our secure document management
tool that allows you to share and
store client documents, making them
available to your clients through
a secure online portal.
No more telling your clients to
stand by the fax machine while you're
sending an urgent copy of the accounts
through. No more phone calls from
clients asking for copies of the
accounts for their bank manager
- make them available 24/7 for your
clients in docSAFE.
The system generates HTML emails
telling your clients that files
have been uploaded - and these emails
direct users straight to your website.
This offers new marketing and branding
opportunities for your practice.
There's also full online system
administration, allowing you to
create unlimited client accounts,
set-up staff logins and shared documents.
docSAFE is a tried and tested system
- with over 10,000 documents on
the system, and on average over
500 documents uploaded and downloaded
every day.
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