More about DocSafe

A cloud-based, secure client portal

ISO-accredited DocSafe is an IFA solution offering many secure, efficient and professional benefits to you as an IFA and your clients. A cloud-based, secure client portal complete with online signing, many thousands of professional firms use it daily for their communications with clients, practice management and internal processes.

DocSafe allows you to exchange, collaborate, sign online and store documents in the cloud.

The security levels of DocSafe are the most popular reason for choosing it. It is GDPR compliant and eliminates any risk of human error in communicating sensitive information.

Specifically for IFAs and the kind of work you do, DocSafe is:

  • easy to use
  • priced very attractively
  • secure
  • accessible across all devices
  • ISO-accredited
  • packed full of features – sign online, fill in forms, upload multiple documents as a single pdf, client status reports, reminders and much more
  • the perfect alternative to unsafe email

It boasts many layers of constantly evolving security, including 2-factor authentication, encryption and QR codes. You choose who can access any part of the portal.