A secure approach to document exchange

WNJ is looking to further improve its communication links with clients through the adoption of the industry-leading Iris OpenSpace online platform.

Firms like Iris have developed specific, secure communications portals. It means sensitive information such as tax returns and final accounts can be sent without the use of email.

OpenSpace is a safe, simple and secure platform where we can share files and documents and our clients can electronically approve documents such as financial statements and tax returns.

Its key features are fast and secure document exchange. It is easy to use, there is no software to install and it is accessible from everywhere.

It also has the same level of encryption and authentication you would expect from online banking. You log in direct from the WNJ website.

There are numerous benefits that businesses can benefit from by using OpenSpace.

It will see the end of searching through emails or paperwork to file information. Once uploaded to OpenSpace, documents remain in your portal for you to access at your convenience.

When you upload a document your client manager receives notification that their attention is required.

You can also create and manage your own folder within your portal to enable you to organise your documents as you require.

The platform’s E-approval and E-signature allows you to sign and approve financial statements and tax returns with minimum fuss.

And its E-checklists are quick and easy way for you to provide us with the information we require to complete your Self-Assessment Tax return.

We can then upload it for you to digitally sign and provide your approval for us to file online with HMRC.

The use of these types of tools is growing. OpenSpace is currently being used by some 500,000 SMEs.

WNJ will be contacting its clients about the adoption of the platform. To discuss further please contact me on 01772 430000.