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Secure Document Exchange (SDE)

The PracticeWEB Secure Document Exchange (SDE) provides accountants with a confidential environment to view, transfer and store sensitive client information securely. Our clients use our SDE service to share confidential payroll and account details with their clients.

The service allows you and your clients to upload, store, download and edit documents on a secure server. The SDE is suitable for any size of firm and it offers your clients peace of mind that their details are in safe hands.

The Secure Document Exchange service is part of a client portal solution with industry standard SSL authentication password controlled access, the same secure technology used for online banking.

Features include:

  • Create folders for documents
  • Instant notifications (now for you and your client) when new documents have been uploaded.
  • Enhanced design
  • Unlimited number of administrators
  • Increased 2Gb initial storage space (Additional storage avaliable for purchase)
  • Maximum single file size 50MB supported

If you would like to know more about the Secure Document Exchange, please get in touch by calling 0117 314 9301 or email us.

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PracticeWEB Limited is registered in England & Wales No 3599995.