secure document portal

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The Rise of the DMS – A Must have Solution for Every Business

Businesses look continually for that competitive edge. And with today’s digital economy, where so many products and services are being commoditised and processes automated, any initiative to deliver improvements in any core business processes must be viewed as offering a slight business advantage. Managing documents and information has long been seen by enterprise businesses [...]

By | August 28th, 2017|Document Management System|0 Comments

Docusoft Integrates Automated Secure Portal Delivery of Private Payroll Data

"Docusoft announce a new integration to enable the secure automated delivery of payroll documents created by payroll management software." Docusoft's new productivity feature will reduce the amount of time payroll staff spend identifying, password protecting and sending PDF payslips to the correct recipient each pay period. Now, customers using Docusoft and payroll management systems [...]

By | August 9th, 2017|Document Management, Document Management System|0 Comments

Learn from an Accountant – They Should Know About Data Privacy!

With regulations such as Know Your Customer (KYC), the need to keep this personal data private has been a high priority for accountancy practices for some number of years. GDPR will come in to force next year, and in addition to the pressures of financial compliance regulations, it is crucial accountants can show that [...]

By | August 4th, 2017|Accounting document management, Secure portal|0 Comments

OneView For Your Practice

OneView is a compelling 3-in-1 solution for Accountants to significantly improve business processes. It combines the efficiency of a Document Management System with the practicalities of Customer Relationship Management and the security of a Client Web Portal. Document Management (DMS) The all new DMS really is an exciting release as it includes a number [...]

Securing Information Against Unauthorised Access

DocuSoft Portal Flyer Another key challenge facing accountants today involves secure document delivery. Securing information against unauthorised access is a critical part of the accounting process and confidential information needs to be delivered to the client securely and be responded to in short timeframes – post and emails have been the traditional delivery methods, but [...]

By | June 13th, 2014|Secure Document Delivery, Secure Document Storage|0 Comments