Secure Document Exchange

The Secure Document Exchange provides a secure, confidential environment for accountants and their clients to upload, view, edit, transfer and store sensitive information. It is suitable for firms of all sizes and offers your clients the peace of mind that comes with knowing that their details are in safe hands.

1. Whats included

The Secure Document Exchange can be added to your site for a monthly fee of £50 (12 month minimum contract):


  • Enable multiple users at once
  • Create folders to store related documents
  • Drag'n'drop upload of single or multiple documents
  • Instant notifications for you and your client when new documents have been uploaded
  • Digital signing of PDF documents
  • Document locking by administrators
  • User audit trail
  • Unlimited number of administrators
  • Mobile & tablet friendly (responsive design)
  • Industry standard SSL authentication password-controlled access
  • 2Gb initial storage space (additional storage available for purchase)
  • Maximum single file size of 50MB supported

Call 0117 915 0420 or email for more information about the Secure Document Exchange.