MyDocSafe Use Case: Wealth Management Onboarding and Client Relationship. Wealth management is an area in which trust, transparency and efficiency of process are of paramount importance. On top of the need to handle a complex combination of accounts (sole, joint, ISAs, JISAs, foreign stock trading…) comes the requirement for top level security and professionalism. Factor […] Read More…
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As accountants and bookkeepers, you walk a tightrope. Every day you deal with engagement letters, annual reports, payslips, payroll reports and more. On one hand, you want to give your clients easy access to their data, in a clear and “on demand” fashion. On the other, you’re bound to handle this data in a compliant […] Read More…
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We all hope for lockdowns to end soon and life to go back to normal by the summer. We will not miss the isolation and closed pubs but we might fall in love with some of the tools that made our professional life possible. Digital signatures are an example of such a tool which has […] Read More…
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MyDocSafe client onboarding technology helps enterprises adapt their processes in the time of Covid-19
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