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 Doucument Exchange can be added to your site for a one-off fee and features include:

  • industry standard SSL authentication password-controlled access, the same secure technology used for online banking
  • create folders to store related documents
  • instant notifications for you and your client when new documents have been uploaded
  • unlimited number of administrators
  • 2Gb initial storage space (additional storage available for purchase)
  • maximum single file size of 50MB supported
  • suitable for any size firm

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