For just £40+VAT per month with no set-up fee, DOCmanager could revolutionise the way you work with clients.
DOCmanager is much more secure than using email and allows you to share documents with large file sizes. The system generates HTML emails telling your clients that files have been uploaded - and these emails direct users straight to your website.
What's Included?
- Unlimited Accounts.
For a fixed monthly fee you can set-up unlimited client accounts. So you can set-up all of your clients to use the system without having to pay a penny extra.
- Security.
The system allows you and your clients to upload documents into a secure, 128-bit encrypted area via a login on your website. Only you and your clients can access this area. It's much more secure than email - if you email a confidential document can you be sure that it won't be intercepted at your client's PC or their mail server? Our system has been given the VeriSign security certificate.
- Virus Protection.
All documents uploaded to the area are checked for viruses using GriSoft's AVG Anti-Virus software. This ensures that your documents will remain virus free.
- Full administration.
Full online administration is provided so that you can set-up unlimited companies, and unlimited user logins to those companies. The login registration system is fully automated, ensuring that the security of the system is maintained.
- Folder structure.
Under a company you can set-up unlimited levels and numbers of folders, make is as simple or complicated as you like ... you're in control.
- Client View.
When your clients login they will only see the documents which are relevant to them. They have the opportunity to download the documents there, or can upload their own.
- Staff View.
You can determine what your staff can see when they login, ie let them see everything or just their clients only. They can also upload documents which can't be seen by your client (eg working papers, bills, etc).
- Storage space.
We provide 100mb space as part of a fixed monthly fee. When you get near this limit the system will tell you and you can either have a clearout or buy more space (this is available at just £10 per month per 100mb).
- Watcher.
Our innovative watcher service allows you to keep an eye on things. Simply set the watcher against a document and the system will tell you when it is amended, downloaded, overwritten or renamed.
- Shared areas.
This allows you to share the same documents across all of your clients and / or all of your staff.
What Would You Use the Secure Client Area For?
- Storing and sharing annual accounts and tax returns
- Exchanging confidential documents and reports
- Storing and sharing Sage backups
- Storing and sharing working papers and correspondence
- Storing and sharing payroll information
- Storing important personal information
For more information and a tour, email Andrew@practicetrack.co.uk
or call 0117 932 7812.
