Swap. Sign. Send. Store.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.

Find out more on the following pages and ask us for a free trial and free first month.


We have a library of regularly updated resources and articles - please take advantage of these quick reads to find out more about managing your client data securely.

The DocSafe Library

Why DocSafe is vital if you manage sensitive client information