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James de Frias

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Secure Document Exchange Solutions

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At James de Frias we see exchanging sensitive and confidential information with clients as an important part of our daily routine, with a number of challenges.

Email is insecure. Royal Mail is slow and has ever increasing costs. Consumer file sharing sites are complex to manage and do not always comply with UK data protection requirements.

James de Frias has teamed up with their software providers IRIS to offer a secure document exchange service through IRIS OpenSpace. This is a FREE, safe, simple and secure collaborative tool for accountancy practices and clients to share documents with each other and get client approval electronically.

IRIS OpenSpace helps us to work closer and more intuitively with our clients. You can upload, store and approve documents online. It's in 'The Cloud' so it's always accessible from any location making it quick and easy to use. IRIS OpenSpace provides the ideal mechanism for increased collaboration between accountants and client. Accountants can securely share a draft set of accounts, a tax return or a financial statement with the client, while clients can send bank statements, payslips and trial balances. With its rigorous security there is no need to worry about protecting your data as it offers the same levels of encryption and authentication you expect from online banking.

Online Book-Keeping Solutions

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If you're looking for accounting and invoicing software that's easy to use and jargon-free, you're going to love KashFlow.

KashFlow is "cloud hosted", which means you can use it wherever you have internet access. It is designed to help make running small business (and larger companies) easy, without you needing any accounting or bookkeeping knowledge. So you’ll be able to pick it up quickly.

As KashFlow is online, there's no download required. It also means that, if your computer goes kaput (a nightmare for small businesses) the accounting data for your business is safe – because it's hosted on our secure servers. All you need to do is register to get started using KashFlow and then just log in from your chosen device and begin using it.

If you're currently a Quickbooks or Sage user, you can transfer all your small business data into KashFlow. Or, if you use spreadsheets like Excel, you can import data such as invoices, customers and transactions quickly and easily.

You can also try KashFlow Free for 14 days, and if you need it, there's an online help section with video tutorials and more, as well as free email support.

If you wish to take advantage of this 14 day FREE trial then please do not hesitate to contact Stewart at our office on 01443 491551 or stewart@jamesdefrias.co.uk

At James de Frias we always take the clients need into consideration and we are also able to support other online bookkeeping products such as Xero, FreeAgent etc

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Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.




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