This document describes a secure document sharing and signing platform for firms of all sizes. The platform allows users to upload files up to 100 MB in size, provides 5GB of storage space, and enables clients to sign documents via mobile devices from outside the office. It also sends email alerts when documents are uploaded, viewed or signed, automatically shares signed copies with both parties, and maintains an audit trail of signed documents.

1. e info@informanagement.co.uk08452 722 377t w informanagement.co.uk
A platform enabling you to share & sign
documents securely with your clients
by
Secure document sharing & signing
Nowincluded
inthe
subscription
FOR EXISTING
INFORMANAGEMENT
CLIENTS

2. Works for firms of all sizes
100 MB individual file size
Largest entry level storage space
in the accountancy sector – 5GB
Sign off documents via mobiles
/ tablets - if clients are out of the
office they can still approve
your documents
Email alerts sent to other party
when documents are
uploaded/viewed/signed
Both parties get a copy of signed
documents automatically
Full audit trail of documents
generated for signature with
unique document ID created for
each document
Secure document portal
One place for clients to access
documents they need
Two way sharing
Utilises the latest cloud technology
Upload all types of documents
Gives staff access to documents
relevant to their client portfolio
Do you have these problems?
Do clients not sign
forms &
documents?
Are you wasting time
getting your clients to drop
by the office and
bring documentsto you?
Are you and your clients
using an unsecure way to
share documents?
Your clients will appreciate
documents being kept
secure
Regulatory Bodies
across the UK are
recommending their
members use more
secure ways to transmit
documents to clients
Are you and your
clients working with
out of date data?
Key benefits