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.


Our portfolio of services is all based around security and communications starting with our client portfolio, docSAFE. This allows professionals to manage all of their communications from a central place – like a virtual filing cabinet. We have implemented several layers of security which means that your information is safe – and more importantly for your business, your clients’ data is safe.
What a long way we’ve come in the past few years. From websites that invested heavily in words and told the visitor EVERYTHING to a more sophisticated, image-led approach that tempts the user into finding out more. This is a broad overview of how websites have changed but of course there is so much more and, importantly, much more to come…
What is http, let alone https? Well, http – the prefix to your web address stands for “Hypertext Transfer Protocol” and with the additional s? “Hypertext Transfer Protocol Secure”. The s actually stands for Secure Socket Layer Secure and that extra s makes all the difference for 3 key reasons.