There is a lot in the media about cloud working – what is it and why should you adopt it?
Firstly, ‘working in the cloud’ is just a way of describing storing all your data out of your office. Once you store everything remotely, you can access it from anywhere, at any time, provided you have internet access.
docSAFE, our client portal is an intelligent form of cloud working that allows you to store things in the way you prefer. You can store all the documents relating to each client together. You can even give them access to some or all of the data you store on them – highly securely of course. This has the advantage of reducing requests for information – therefore reducing admin and unprofitable time quite significantly.
Cloud working helps you to reduce paper and the need to have printed copies of everything. Get yourself a scanner and you can really go the whole hog in terms of a paper-free environment.
Our kind of cloud working (via docSAFE) means you enjoy automatic back ups and ultimate security. Mundane things like installing anti-virus software is taken care of – this is good for you and your clients’ peace of mind.
docSAFE also looks the part. We can brand your cloud working client portal to reflect your corporate identity so the client knows they are in the right place.
And amongst many, many other benefits, you can actually sign off on vital documents via the cloud. Imagine not needing to organise meetings for admin tasks and using your client time to advise, guide and support instead. Our reporting system tells you which documents have been opened, signed and which haven’t.
If you’re unsure about taking the next step, just call us – we offer a free trial and docSAFE only costs from £50 per month so it’s not a huge investment when you consider the cost savings and benefits.