Client login

docSAFEWelcome to docSAFE – our online portal. This section of our website allows us to exchange confidential data with our clients in a secure manner. All data is held in a secure environment and transmitted over industrial standard ssl connections.

Key Benefits

  1. Secure, Encrypted Storage Area
  2. “24/7” Client access
  3. Online approval/electronic signatures
  4. As well as an ability to retrieve documents such as Annual Accounts and Tax Returns, clients are able to download large items such as SAGE backups (often large attachments are unable to be transmitted via ordinary email) into this secure area. The documents or files can be in any format e.g. Word, Excel or PDF etc. Clients can even set up their own filing system to suit their specific needs.
  5. An ability to safely store backups of key business and personal files within the ‘log in’ area such as Financial Documents, Lease Documents, Passport etc.
  6. Smart Phone App available

If you are not already registered and would like to use this facility just contact us.

Already registered?

Download our “Getting Started” document or use the form below to access our secure online document system hosted by docSAFE.

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