The cost effective & eco-friendly way to deliver secure documentsThe cost effective & eco-friendly way to deliver secure documentsWell, it's quite simple really. ecodocuments is an online document management system, which allows you to securely send documents to your clients for approval. Once they have reviewed the document and approved it, you then have an audit trail to prove that they have accepted it; ideal for Accountants for HMRC and Companies House, for example. You simply add your clients to the system, along with all their Company and contact details.
When it comes to uploading a document, that's even simpler! All you need to do is give the document a name, choose the client you'd like to send it to, then click 'Send'. The client in question will then receive an email, informing them that a document has been uploaded for their approval.
The client then logs in to their ecodocuments account, using the username and password combination that you provided them with on setup, to review the document. If all is OK, they simply click 'Approve', and then you're informed that a document has been approved. If it's been rejected, you will receive an email stating that, along with notes provided by the client as to why they have rejected the document.
It's that simple! Everything is timestamped, so you know exactly when everything's been approved.
Use our Calculator to find out exactly how much you could cut your costs by throughout the year. You may be surprised!
Find out the moral reasons as to why you should move away from paper-based documenting.
