Every business needs to maximize its potential for success. For professional services companies, that often means finding ways to upsell existing clients on additional services. Client portals may just be the answer to that challenge. Let’s take a closer look at why client portals are so effective and how they can help your business grow. […] Read More…
Read more →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, JISAs, foreign stock trading…) comes the requirement for top level security and professionalism. Factor […] Read More…
Read more →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 […] Read More…
Read more →Document Workflow automation In this article I would like to explain how MyDocSafe helps automate document workflows. Definitions Let’s start with definitions since here we use a number of terms that may not be obvious. Workflows. Workflows can mean different things to different people. I will define workflow as “a number of […] Read More…
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