As 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
docSAFE and its contents are sealed in tight layers of security so it satisfies GDPR and, more importantly, means your business credibility will never be compromised through security breaches. We are constantly adding state of the art and innovative solutions that will protect your data, keep your client and staff information safe and make sure hackers can’t get in to your systems. We are increasingly seeing hackers targeting all kinds of smaller business – not just the household names. They can find a way to access your most important and sensitive information, including your personal data and finances. Our exhaustive approach to security formed part of our recent ISO 27001 accreditation.
Talk to us about introducing docSAFE into your 2020 systems. We can give you a demo or a trial and talk you through some of the features that make it so popular.
Click on our weblink and our signature video will tell you more in really simple terms.
It’s hard to imagine a business that wouldn’t benefit from docSAFE. With the MD’s accountancy background it was originally designed for accountants – and then gradually opened up to other professions. We challenged ourselves at docSAFE HQ with the notion that it actually works for everyone, regardless of sector. Quite simply if you communicate with the outside world then docSAFE is your greatest ally in terms of efficiency, professionalism and security.
To alleviate some of the worry or concern that the media (and social media in particular) is stirring up around the subject of GDPR, we have found a great resource that outines everything you need to know in an easy to digest format. It is produced by the ICO (Information Commissioner’s Office) and gives you a link to the different applications for GDPR. So, if you are a GDPR controller, marketer, processor or even the person who looks after the CCTV records, there is a link and checklist to help you work towards compliancy.
Your website – you may be quietly thinking that your website wouldn’t be of interest to a hacker – after all, you’re just a medium sized accountancy firm minding your own business. However – hackers do and can access your website for more than just the data. We were asked to look at a brand new client site recently and found hundreds of hidden links that took visitors away from the website. We soon sorted out a new website with extra layers of security to prevent it happening again.