DOCmanager is our secure document management system which allows you to share and store client documents, making them available to your clients through a secure "client only" area.
No more telling your clients to stand by the fax machine while you're sending an urgent copy of the accounts through. No more phone calls from clients asking for copies of the accounts for their bank manager - make them available 24/7 for your clients in DOCmanager.
It's also 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. This offers new marketing and branding opportunities for your practice.
- 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 DOCmanager without having to pay a penny extra.
- Security. DOCmanager 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 clients' PC or their mail server?
- Branding. It is branded to identically match the look of your website. Click here to see an example.
- Virus Protection. All documents uploaded to DOCmanager are checked for viruses. 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.
- Folder structure. Under a company you can set-up unlimited levels and numbers of folders, make it 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 250mb 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 250mb).
- 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 DOCmanager For?
There are many, many different uses of DOCmanager ... indeed our clients are finding new ones each day. Our customers typically use it 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 (e.g. passport details when on holiday)
We'll Help You Tell Your Clients
To tell your clients all about your new service we'll send them an email for you introducing the new service.
How Much Does It Cost?
There's no set-up fee.
£40 per month plus VAT, which includes 250mb of storage space.
You can purchase further 250mb of storage space for £10 plus VAT per month.
There is a minimum contract period of 12 months.
DOCmanager with 250mb of space is now included in our website and resourceCENTRE+ packages at no extra cost.(New!)
How To Place An Order
Click here to find the items you want and add them to your Shopping Basket. When you've chosen everything you need click on the shopping basket button and checkout. You can pay by cheque or direct debit.
Note: Order two or more services at the same time and receive a 10% discount on the total order value.