Secure Document Exchange (SDE)

“The Secure Document Exchange facility is quick and simple to use, can improve efficiencies in business processes and in the right hands can create an interesting revenue stream for your practice"

- James Scanlan - Morris Owen Chartered Accountants


If you would like to know more, please feel free to book your free, no obligation online demonstration


Protect your clients' confidential data while giving them 24 / 7 access to key documents and store sensitive client information securely.

The Secure Document Exchange offers a confidential environment to view, transfer and store sensitive client information securely.

Key Features:

- Unlimited Administrators
- Unlimited client users
- Easy set up and management
- 50 MB maximum single file size
- Easy to use, intuitive system
- E-mail notification system
- Lock files for additional security
- Any electronic file format
- 250 MB initial storage space

Download SDE Information Sheet

Basic Technical Specification 

- Industry standard secure encrypted data transfer system
- Full virus checking
- Comprehensive back up and failsafe procedures

The SDE boasts a high level of security in order to protect your clients' valuable data

How would the system benefit my clients and my firm?  

Accessibility

The system offers the ability to deal with clients directly through your website, offering them instant access to their information 24 / 7 anywhere in the world, regardless of your availability.

No more lost e-mails

No more e-mails lost in the system and eradicate difficulties with sending and receiving larger file sizes.

Data security

Take the lead on the security of data transfer - sending e-mails with sensitive information is not secure and can lead to potentially expensive situations.

Generate new revenue stream

Practices which have already integrated the system into their everyday business process, charge their clients a minimum fee to use the system.

Reduce costs

Help to slash administration time and postal charges generated by sending repeat copies of files and documents.

Intuitive user interface allows you to upload, lock from editing, and delete files with the minimum of fuss

A service for the 'now generation' of business owners

Business owners are increasingly expecting to be able to gain access to all their data and services online - this trend is only going to continue.

Build into your service pitch to help win new clients

Integrate the Secure Document Exchange into your client proposals as a dynamic delivery service that reflects your firm as the forward thinking organisation it is.

Work collaboratively

Generate a space where working documents can be used in a more collaborative shared environment.

Send / receive an e-mail notification when a file has been uploaded or modified, so everyone is easily kept up to date

 

What can the Secure Document Exchange transfer?  

Any electronic file up to 50 MB!

These could include:

- Management accounts and tax returns
- Sage, Quickbooks or any other systems back up files
- Confidential reports and projections
- Payroll data
- Copies of passports

How much does it cost? 

£50 VAT per month for 250MB of storage with free installation if you have a PracticeWEB site.

There is a set up fee for non PracticeWEB clients who wish to integrate this facility into their existing site.

Contact us: 

An existing client?
Contact Paul Morris or Phil Lloydbottom on 0117 915 8639 or via e-mail at crm@practiceweb.co.uk


Not yet a PracticeWEB client?
Contact our Sales Team on 0117 915 0420 or via e-mail at sales@practiceweb.co.uk