Archive for June, 2017

The top reason for cloud working – security

Monday, June 26th, 2017

It really doesn’t matter how good your systems are if they are open to all. By having a portal that is as secure as it is possible to be, you are safeguarding your data, your clients’ data and your reputation. No one likes to work with a business that is flaky or relaxed about the security of their business, and this is especially true of the professions.

We build in layers and layers of security which we believe is the safest approach. It would be a very confident organisation that claims they are impenetrable as hackers are increasingly sophisticated. However you should be working with a business that is ahead of the game, adding new elements of security and constantly active in developing its security.

You might be forgiven for thinking that hackers aren’t interested in Joe Bloggs high street firm – but they are, for many reasons. They can add hidden links in the content of your website, diverting visitors away to another place. They can access data, information and your most sensitive files. This, as well as being highly alarming, also means your systems are non-compliant and the new GDPR data protection rules could mean your business faces huge fines if caught in breach.

We could go on and on (and yes we have little bit) but we can’t stress enough how important security is. We can help if you think you could (or should) improve.

Why sign online?

Wednesday, June 14th, 2017


Yes we do go on about this quite a lot but with good reason! If you can offer an online signing facility, you speed things up no end, avoid unnecessary meeting time (save that valuable time for things that matter), no waiting on the post and you look incredibly cutting edge (and ahead of the game) at the same time.

For us, online signing is safe, secure and complete no-brainer.

Are you still emailing sensitive information?

Monday, June 12th, 2017

For any professional managing information on behalf of clients, email is dead. It is not secure and highly susceptible to human error. How many times have you sent information to or received information from the wrong source? I am regularly wrongly emailed client documents by a highly intelligent, trusted professional simply because I have a very similar name to his client. It is completely understandable but it could have any number of repercussions.

A client portal is a cloud-based safe. The documents go in (added by you or your client), the recipient is notified and they are then retrieved. It is also subject to several layers of top-level security.

For the sake of your practice, your reputation and your clients’ trust, switch from email to a secure client portal before it is too late. We can help, advise and support a quick transition to a much safer and more professional way to communicate.

Why use docSAFE for collaboration?

Monday, June 5th, 2017

We’ve all been there – passing round a document for feedback via several people. We lose track of the most up to date version and then someone comments late on an early iteration. It makes for confusing and long-winded communications at the very least. At worst, it can lead to much bigger problems if the wrong versions are acted on or published externally.

With docSAFE, everyone accesses the same document. It is held in the central hub where one version exists. All participants visit the file in question and feedback in the same place. No more missed comments or version muddles. If only all of life could be made simpler so easily!

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0121 794 0685