DocSafe

A secure IFA client portal

with a sophisticated signing facility


Free trial  I  Free first month  I  Unlimited sendings

DocSafe offers your IFA practice a whole host of functionality but, simply stated, you can swap, sign, send and store important documents with the assurance of many layers of security.

A cloud-based, secure client portal complete with online signing, many thousands of professional firms use DocSafe daily for their communications with clients, practice management and internal processes.

The digital signing facility is a game-changer. You can opt for a quick sign off (no account needed) or much more levels of sophistication, including sequential signing and much more.

Ask Mike at DocSafe for a demo.