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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.

 

Security

docSAFE allows you and your clients to upload documents into a secure, 128-bit encrypted area via a login on your website. Only you and your clients can access this area.

It's much securer than email - if you email a confidential document can you be sure that it won't be intercepted at your client's PC or their mail server?

v3 has just been released
It has a sharper look and feel, with easier navigation, multiple uploads, a notes facility and much, much more.
docSAFE Demo
Click here to try out docSAFE.
 
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