Benefits both you and your customers will love
By giving your clients secure access to their information when they need it, your team is free to concentrate on managing their time more effectively. Docutiva saves time, saves money, and gives you a professional, custom-branded system that adds value to your existing service.
Saves time and money
Giving clients direct access to their documents and enabling them to log requests online means your team has more time to focus on their daily activity. This translates into less interuptions and improved time management. Further to that, reduced printing and postage means lower office costs and a smaller environmental footprint.
Secures client data
Sending sensitive documents to clients via email is not secure and does not meet secure data transfer standards. By storing documents in a secure online environment, protected by SSL encryption, your clients can be safe in the knowledge that their documents are not being intercepted by prying eyes.
Easier, more effective communication
A central task management system stores all client queries and support requests. Tasks can be re-assigned to other account managers when a member of the team is not available.
Clients have 24/7 access to documentation
By giving clients 24/7 access to their account documentation, they can download what they need when they need it, and without interrupting your team.
Adds value to your service
Using your own logo, branding and domain, Docutiva is a valuable extension to your business and an addition to your service that distinguishes you from competitors.
We help launch your system
We have the experience to educate and migrate your customers onto your new system smoothly. We provide a deployment pack containing template emails and documents explaining everything to your clients. This gets you started quickly and easily.
Low monthly cost
Docutiva is the most cost-effective way of securely managing client documents and tasks. Our pricing structure is based on the number of client workspaces you require and is therefore perfect for any small to medium size business, whether you have 20 clients or 10,000. We'll scale your system as you grow.
Get started quickly
We can have you up and running immediately. How fast you get started is generally dependent on whether your team requires an on-site training session and how much time you require to prepare for your launch. If required, we can help create and configure your client accounts and workspaces within 1 business day.
Excellent customer support
Enterprise clients have access to a dedicated account manager who provides the first line of support to your administrators. You can log support requests in our support portal, and we respond immediately. We pride yourselves on providing industry leading customer support and making sure your system runs perfectly at all times. If your current or new team members need training we'll help them either on-site or using an online conferencing session.