Even More Choice for Document Handling with BTCSoftware's MyDocSafe Integration
30th Oct 2019
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BTCSoftware's powerful and popular PM Solution is designed with accounting professionals in mind. Secure and easy document management is a vital part of PM Solution, which is why the software offers an integration with MyDocSafe.
How does it work?
From within the Reports and Letters tab of PM Solution, you can create a new document. From the Add dialogue, select the type of document to send and select MyDocSafe from the print screen. You can add a personal message to the email sent to your client.
The client receives an email containing a secure link to their documents within MyDocSafe. They can review and sign the document electronically. This triggers an email back to you with copies of the signed documents.
MyDocSafe adheres to GDPR, meaning you can be confident when sending documents from PM Solution that you are remaining GDPR compliant.
Watch the Integration Demo
The short video below demonstrates MyDocSafe within BTCSoftware’s practice management software PM Solution.
MyDocSafe works within BTCSoftware’s PM Solution, which has been designed to fulfil the needs of your busy practice. When used as part of Solution Suite, you can handle clients’ tax returns, year-end accounts, VAT returns, and other HMRC obligations with ease. PM Solution’s data drives your daily work, giving you powerful tools to run your business profitably and efficiently.
Talk to BTCSoftware!
To discuss BTCSoftware’s Solutions, simply call the friendly and knowledgeable team on 0345 241 5030 or email [email protected]