Secure Document Exchange

sde iconThe 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
  • Group users together
  • Instant notifications (now for you and your client) when new documents have been uploaded. 
  • Improved interface that is more instinctive to use.
  • Enhanced design
  • Unlimited number of administrators 
  • Increased 2Gb initial storage space 
  • Maximum single file size 50MB supported

If you are an existing PracticeWEB client or a new face and would like to know more about the Secure Document Exchange, please get in touch by calling 0117 314 9301 or email us.