One of the most effective ways to save money in a downturn is to consolidate your IT infrastructure. In good times it makes sense to keep paying for redundant or “nice-to-have” IT services to attract new clients. In challenging times, when your clients are struggling, streamlining your processes and cutting cost matters more than ever, both for you and them.
With MyDocSafe you can replace 3-4 stand-alone services with one, improve compliance, cyber security and customer experience.
MyDocSafe is a secure document management and compliance platform and includes:
▪Digital signatures (integrated with BTCSoftware, Glide and Logical Office)
▪Client portals (integrated with BTCSoftware, Office365 and Glide)
▪Quotes & Proposals (connected with Xero, Stripe and GoCardless)
▪Logic based webforms
▪Office365 integration / encrypted email
▪Document Management System
▪A single affordable monthly bill
▪Seamless customer experience
▪Easy to access audit history
▪All data held in the European Union and encrypted with bank-grade algorithms
MyDocSafe is a secure document management and digital signature platform. It is used primarily by accountants, payroll bureaus and bookkeepers to automate client onboarding, streamline document approval and improve GDPR compliance. MyDocSafe’s client portals are widely used to distribute payroll documents, sign engagement letters and securely...