White Paper 4

Communicating with clients using end-to-end encryption.

This MyDocSafe paper explains why encryption of client communication is the new standard for professional services firms and how those firms can use that technology to minimise reputational, compliance and cyber risks related to personal data breaches and identity theft.

Section 1 includes a brief history of encryption and, using the example of WhatsApp, explains how your behavioural data can be extracted even in the case of end-to-end encryption services.


White Paper 3

School Admissions Office takes to the Cloud.

My daughter recently started school. After securing a place and going through a thick envelope full of documents, filling, signing and sending back forms, I thought the signup process was over. To my amazement, the stream of parental consent forms, £1-£2 school trip fees, and paper notices continued to arrive in my daughter’s book bag throughout the year causing occasional panic attacks when documents were misplaced, lost or for some reason no one could locate spare change in the house.

I then imagined the same process online: I receive a short email which invites me to a beautiful online portal where a form can be filled, documents uploaded, agreements signed and payments made. All done through a mobile phone or a tablet during a train commute. No more paper, spare change and envelope glue on my tongue.

In this white paper I describe why it is in the best interest of the educational sector to embrace online admissions and what the main concerns are when discussing a transition from ‘pen and paper’ to ‘digital’.


White Paper 2

How to ask your clients for sensitive information.

Onboarding customers in an ongoing process that causes inefficiencies and even frustration. First, you onboard your customer when you sign them up and collect KYC information. Then you onboard them each time you start a project which requires additional information.

If you can see your client personally, things are rather easy: scan a copy of the passport, ask them to fill out paper forms and ask them for hard copies of other documents. If you cannot see them in person, things get rather complex. Here is an overview of options with their pros and cons.


White Paper 1

Why e-signatures will soon be used in every accountancy practice

Wet ink signatures are not going to disappear anytime soon but we all know how inconvenient they are if the contracting parties are not co-located. The familiar algorithm of ‘receive a document by email, print it, sign it, scan it, email it back, send original in a letter, wait for the counterparty to send their signature, archive the digital copy’ is tedious, expensive and frustrating…