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MyDocSafe eforms

4 Ways MyDocSafe eForms Help Transform Your Customer Experience

4 Ways MyDocSafe eForms Help Transform Your Customer Experience In the wake of digital transformation accelerated by a global pandemic, businesses are increasingly turning to smart, adaptive digital tools, in order to meet the rising expectations of their customers and clients. When it comes to efficiency and functionality, eForms represent something of a “Swiss army […]

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MyDocSafe digital signatures

Digital Signatures In A Post-Pandemic Landscape

Digital Signatures In A Post-Pandemic Landscape   Were wet signatures yet another victim of COVID-19? The accelerating effect that the global pandemic had upon digital transformation (and indeed, upon digital customer interactions more generally) is undeniable. As lockdowns started to spread, digital signatures became an overnight necessity for many businesses – but their use threw issues […]

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accounting-and-bookkeeping-6

MyDocSafe Use Case: Wealth Management Onboarding and Client Relationship.

MyDocSafe Use Case: Wealth Management Onboarding and Client Relationship. Wealth management is an area in which trust, transparency and efficiency of process are of paramount importance. On top of the need to handle a complex combination of accounts (sole, joint, ISAs, foreign stock trading…) comes the requirement for top level security and professionalism. Factor in […]

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accounting-and-bookkeeping-6

Accountancy DMS Balancing Act: Access Vs Security In Client Data

As accountants and bookkeepers, you walk a tightrope. Every day you deal with engagement letters, annual reports, payslips, payroll reports and more. On one hand, you want to give your clients easy access to their data, in a clear and “on demand” fashion. On the other, you’re bound to handle this data in a compliant […]

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