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MyDocSafe

MyDocSafe is a front-of-house, secure document management system for bookkeepers.  It helps automate the way bookkeepers sign up new clients (fact finds, quotes & proposals, engagement letters, direct debit setup), securely interact with them during the course of an engagement (client portals, Outlook plugins), and helps with house-keeping of personal data after the engagement ends (data retention policies).  MyDocSafe has been reviewed by the ICB and is one of its official partners. 

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