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 […]
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 […]
