Getting critical documents to clients can be time-consuming and costly. Especially when the client is a Trust, with Trustees that work in different environments and don’t have access to common IT systems and resources. Correct, secure storage of documents is very much dependent on how well organised each of the Trustees is. And, of course, sharing documents between Trustees can be a real challenge.
Manningtons, Chartered Accountants in Heathfield, East Sussex, have come up with the answer. They have started to use Safe4 on behalf of the Heathfield and Waldron Millennium Green Trust, and are now able to deliver documents instantly to all members of the Trust by simply placing a document into the web-based Safe4 vault. This gives immediate access to all of the Trustees, and informs them by email that a new document has been delivered. Once in the vault, documents can be moved between folders to indicate whether they are Work in Progress, Approved, or Archived, and accessed at any time by members after entering a secure login and password.
Alan Staples, senior partner at Manningtons, is one of the Trustees, and is seeing the opportunity to greatly improve the way the Trust manages its documents. The Millennium Green Trust is one of a number of clients who are now using the Safe4 service through Manningtons. Saving money and making the communication process faster and easier – that sounds like a great way forward.