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Secure Data Management

Need to secure and Share data for your cutomers?

  • Popular with Insolvency Practitioners, the data management modules provide the ability to secure soft-assets on behalf of clients using encryption, passwords and two factor authentication.
  • You can add or import details on your clients or link to an existing datacourse such as Salesforce CRM.
  • Upload documents and files and share with external sources securely
  • Upload marge amouns of data for secure storage
Client files

  • Upload files and link them to clients
  • Add custom fields like "Lawful basis for processing" for GDPR
  • Drag & Drop Multipl File upload
  • Password protect files
Manage Client Files

  • View and Search Client Documents
  • Share with company members or external course
  • Edit & delete files (access for edit and delete can be per user, role or file)
Share Files

  • Share files with external people
  • Customiseable form
  • Recipient access with authentication, password or 2FA
  • HTML or plain text emails
Upload Client Data

  • Upload and secure data
  • Customised allow files types and sizes
  • Large files and large storage allowed
  • Add passwords for security or retention dates for expiry