Blog

Communicating with clients via portals mydocsafe

Communicating with clients through client portal software: picking the right tone of voice and medium

Secure client portals are designed to be communication hubs, but with a large number of communication mediums available, one needs to carefully design one’s communication strategy with clients in order to hit just the right notes.  From the right tone, through the right frequency and the right content, how you communicate will impact cusotmer satisfaction […]

Read More…

client onboarding trends

5 Tips For A Successful Client Onboarding Process

5 Tips For A Successful Client Onboarding Process   The need to see new accounts securely and efficiently onboarded is an essential part of modern client-based business. As with any necessary business procedure that repeats regularly, the process of client onboarding should be optimized in every way possible. In this article, we’ll explore some of […]

Read More…

MyDocSafe work for us

5 Key Steps To A Successful Business Proposal

5 Key Steps To A Successful Business Proposal   Large or small, all deals start with a proposal. As a result, it makes sense to invest in the system you have in place for creating and delivering these crucial accessories to winning new business. When it comes to creating a business proposal, you need a […]

Read More…

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 […]

Read More…