For lawyers, financial and estate planners, accountants and professional organizers - an easier way to organize and securely communicate with your clients.
A number or our professional members who need to maintain confidential communications with their clients see SafelyFiled as a way to replace cumbersome encrypted email software. Others, who spend a lot of time holding their clients' hands, see it as a tool to keep their clients organized, making the clients happier and reducing the time spent helping clients find lost documents.
Making It Even Easier With You In ControlSo we made it easier for you to get and stay closer to your clients. Just give them sponsored accounts. In other words, you can now set up your clients’ folders and upload their documents. Then, with a simple click of a button you get your clients started with their own SafelyFiled account. Your clients simply click a link in their email invitation and it takes them to a SafelyFiled page where in about about two minutes they have a 256 bit encrypted account. Now your clients are in the SafelyFiled secure “bubble."
And once in that bubble, it gets a whole lot easier to stay in touch with your clients - securely and with you in control.
SafelyFiled BenefitsUsing SafelyFiled for your clients gives you four important and easy-to-use functions that you need in your practice.
First, it enables easy, one-step encrypted communications with your clients, something that is especially important when your communications come under the HIPAA or other regulations. And, given the recent changes in Gmail, with Google sorting email for its users and putting it into tabs, SafelyFiled is a great way to make sure your clients actually see all of your communications. (Think automated text messages to let them know you've put something in their SafelyFiled folders.)
Second, the audit trail verifies that documents are available for your clients to read or download and whether or not your clients have seen them. And with the SafelyFiled’s organization system, your clients can easily find their documents.
Third, you can use SafelyFiled to send reminders to your clients, in text or email form, about important documents you've prepared or that they need to look at.
And fourth, your clients can securely send you their documents.