Client portals and document management for accountants and bookkeepers

  • Document management system with client portals

  • E-signature for any type of transaction

  • Onboarding automation (form filling, engagement letters, AML checks, payments)

  • Works with BTCSoftware, Logical Office, Onfido, GoCardless, Stripe and SageCloud (Xero and Salesforce coming soon)

  • Payslip distribution

Electronic signature icon

E-signature for every workflow.

  • 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.

Electronic signature icon
Secure electronic forms icon

Secure electronic forms.

  • Design your own forms and deploy them securely

  • Improve data quality and speed of obtaining detailed client briefs

  • Cut ‘time to revenue’

Add KYC / AML checks into a seamless signup process icon

AML/KYC checks.

  • Real-time name, address and document verification

  • Incorporated into seamless on-boarding processes

  • Or used as a stand-alone service

Add KYC / AML checks into a seamless signup process icon
Automate client onboarding processes

Client onboarding.

  • 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.

granular access rights icon

Secure document management.

  • 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.

granular access rights icon
Extra security features

Extra security features.

  • 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.

Automated client on-boarding for modern accounting firm.