Solutions for accountants and advisers
Collect and safeguard client documents through a verifiable process
An orderly path for receiving accounts, mandates, tax documents and identity records while limiting scattered attachments and unnecessary access.
Recurring situations
Recurring document requests to numerous clients
Tax attachments and identity copies spread across mailboxes
Staff who should access only their assigned matters
Phishing campaigns exploiting tax deadlines and communications
Operational risk
Fragmented channels, broad authorisations and inconsistent procedures make it difficult to establish who received a document, who accessed it and which controls were applied.
Current setup
Attachments, shared folders and manual handovers spread data and responsibility across different tools.
With DEC
Each flow is associated with a specific control, defined recipients and reviewable evidence.
A defined path
- AssessmentMapping flows and responsibilities.
- ConfigurationDefining access, duration and controls.
- ActivationLaunch within the agreed scope.
- VerificationReviewing outcomes and operational adjustments.
Relevant solutions
SecureShare
File collection and delivery through dedicated, revocable links.
Learn moreSecretLink
Temporary credential delivery and collection with browser-based encryption, expiry and defined recipients.
Learn moreSecureRepository
Centralised storage with permissions defined by client and matter.
Learn morePhishGuard
Training paths and simulations for recognising targeted campaigns.
Learn moreVerifiable security
Start with a focused scope
An initial assessment identifies a priority flow, the parties involved, required integrations and the criteria for verifying the outcome.
Frequently asked questions
Must every existing tool be replaced?
No. The scope is defined around flows requiring stronger controls.
How are responsibilities defined?
The initial phase separates DEC activities, client responsibilities and authorised parties.