Simple, secure, streamlined document management for accountants

  • Securely store and share all sensitive client documents in individual portals

  • Easily request approvals with advanced e-signatures

  • Automate new client onboarding processes (with fact finding, AML checks, engagement letters, contracts and payments)

  • Integrate seamlessly with Xero, Salesforce, Stripe, GoCardless, Dropbox and more

  • Distribute paystubs and other client financial documents quickly, easily and securely

  • The only document management software accountants need to improve client engagement

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Get verified e-signatures on every accounting document

  • Electronic signature for any type of transaction: sign-up clients, hire staff, onboard suppliers, work with existing clients.

  • Give your clients and employees the digital experience they expect: no more filing, no more email attachments.

  • Send new terms and conditions to all your clients for signing in seconds. We will do the chasing and housekeeping.  At the end of the process each signed copy will appear in a specific client folder.

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Collect more accurate client data with secure e-forms

  • Design your own forms and deploy them securely

  • Improve data quality and speed of obtaining detailed client briefs

  • Cut ‘time to revenue’

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Combat fraud with seamless AML/KYC checks

  • Real-time name, address and document verification

  • Incorporated into seamless on-boarding processes

  • Or used as a stand-alone service

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Automate client onboarding processes

Build custom client onboarding processes in minutes

  • Design and deploy end-to-end onboarding workflows for a fully automated client on-boarding experience.

  • Reduce ‘time to revenue’ from new prospects.

  • Make a great first impression.

  • Never ask your prospects for sensitive information via email.

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Protect and manage all documents with industry-leading security

  • Fully-fledged DMS for professional services firms, including accountants.

  • Granular access rights ideal for both internal teams and clients that allows you to ring fence sensitive information from staff that do not need access to it.

  • Encryption key management service available for extra protection.  Keep the keys yourself, escrow them with a third party or let us manage them for you.

  • Customer portals that show off your brand.  Stay top-of-mind by keeping your brand in a private DocSafe of your client even for one-off transactions or after engagement ends.

  • Data held in Europe.  Bespoke backup services are available.

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Extra security features

Add advanced security features where required

  • Use electronic signature with SMS verification or facial recognition checks.

  • Verify authenticity of e-signature through our verification page.

  • Stamp important documents on the Ethereum blockchain.

  • Escrow private encryption keys with a reputable third party or hold them yourself for added re-assurance.

Document management for accountants to sign up, service and retain customers