I am wanting to find out if there is a service that you can integrate as part of your own website that allows clients to login and upload and download documents. Similar to that of the services of dropbox but can be branded up by your own company's logo etc. If anyone has any names or past experience of companies that offer this that would be useful.
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Client portal
Docsafe - http://www.doc-safe.co.uk/
Integrates with website
Electronic approval of tax returns a real bonus at this time of year
Doc-Safe
Yes we use it - any changes we have wanted done have been suggested and more importantly implemented speedily e.g. number of documents and number of clients on system report - now there, unread items was last request we made - now there......
docSAFE webinars
Thanks Kevin for the positive feedback. We can do free webinars if people want to see docSAFE in action. Various tutorials are also available if you search for docsafe on youtube.
This sounds like something we would really benefit from
Can I ask what the charges are if you exceed the 4GB limit?
This service could potentially save us £4,000 a year in postage and printing costs - and also the same amount in time not required in getting the post ready, fetching documents from the printer etc.
Does the software link to iris for easy transfer of documents?
Costs and easy of use
The charges are fairly negliable and we discuss each case individually. Most firms don't need any more space than this unless they are looking to offer their clients a private area for storing key backups such as Sage data, mortgage doc's, passports etc. The idea of a private space has grown in popularity as it locks clients in and offers an added value service for neligable cost.
docSAFE has many features to transfer in files such as drag & drop, direct upload from windows, automatic syncronisation. We have many clients who simply drag and drop on screen from Iris.
Just call if you want to see how it works. My number is 0121 698 2098
Mike Couzens
Secure Document Exchange
Hi, We've been using Practice Web's Secure Document Exchange (SDE) bolt on to our website for several years now. Best thing since bread came sliced! Meeting with the team from Practice Web shortly to discuss further enhancements (INVU integration).
find out more here, http://bit.ly/zdgZZE
Used as added value for client services, perfect for storing personal data such as driver's license, boarding passes, which were desperately needed last year in Gibraltar Airport and stored in my SDE area just in case ( A godsend, trust me!)
Hi, amongst many of docsafe' s advanced features - which include electronic signatures, multiuser access, large file transfer ( 500MB), multi file upload and download, etc- which have been around for many years, you can now send documents directly from other software. If you are looking into going paperless we recommend www.docusoft.net . docSAFE is already integrated into this excellent paperless office software.
Secure Document Exchange from PracticeWEB
The PracticeWEB Secure Document Exchange is another option as Kevin mentioned.
One of the benefits of our latest version is that it is website vendor agnostic, and can now be run alongside any accountants website.
As Kevin also pointed out, as of the end of January, our partnership with Invu will allow for all transactions to be overseen by Invu’s audit and version controls (further details from our website http://www.practiceweb.co.uk/cgi-bin/item.cgi?id=37291&d=872&h=860&f=866).
We’ve been providing this service to accountants for 6 years, and many have fully utilised the cost and time savings that such technology provides while enhancing client service.
PaperLess working with clients
You could approach this from a more integrated perspective perhaps.
PaperLess integrates with Sage 50 accounts and many other accounting applications.
Secure Remote Access is also part of PaperLess which means clients can upload and download documents, view all transactions and their documents and potentially use the full functionality of PaperLess within their business.
There is a recording of a webinar at www.accountingthepaperlessway.co.uk which provides further information.
Phil
Not a good idea in my experience
Since my thoughts ran to more words than appropriate for a comment here, I have just posted an article on my blog.
http://www.topaccountants.com/blog/2012/1/24/online-document-management-portals-not-a-good-idea.html
Suffice to say, in my experience, online document portals are a cool technology looking for a use case in the context of most small accountancy firms.
Adrian
Basic portals have given bad experience
Adrian
Having read you blog I think your spot on and this is echoed by firms who have used some of the basic portals that are out in the market. Its a shame that these basic portals, which are often bundled into website packages, have not given better experience but as with most things in life you get what you pay for. Here are www.doc-safe.co.uk we specialise in portals and have learnt from our vast numbers of users and nearly 10 years experience that you have to give a complete service which includes:
A full client preload
Staff training
Electronic signatures
Client account control
Mobile phone apps
Client server synchronisation
and much more
Its really important that the firm understands that the portal is not just offered to clients but becomes a fontline of communication.
Mike Couzens