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mydocsafe and brexit

Data protection after Brexit – what now?

Data protection after Brexit is a complex and evolving topic that is not good news to UK business.   SMBs are likely to be hardest hit with larger companies.   The main problem is that data protection is not dealt with in much detail in the Trade Agreement, although it includes a ‘temporary bridge’ mechanism for the […]

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A definitive guide to client portals

What are client portals? A client portal allows companies to securely exchange information and interact with its customers through a web browser.   Usually, it takes the form of a secure area in the cloud, accessible through a company’s website, where a client can log in and can access information, documents, data and can interact with […]

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Client onboarding in the time of a pandemic

Coronovirus forced a lot of professional services firms to rethink the way they onboard their clients.  Due to social distancing rules, face-to-face interactions are no longer the preferred way of conducting KYC checks, renewing contracts or selling.  These processes have to migrate online for a business to continue growing and retaining its customer base.   Digital transformation is […]

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